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Genmab — September 2014

Planlagt Fastgjort Låst Flyttet Genmab
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  • MadsSkjernM Offline
    MadsSkjernM Offline
    MadsSkjern
    wrote on sidst redigeret af
    #144

    På Ofa+Ibrutinib slide står Dosing Sequence optimization required. Det kan være derfor det trækker ud med fase 3

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    • MadsSkjernM Offline
      MadsSkjernM Offline
      MadsSkjern
      wrote on sidst redigeret af
      #145

      Det er i en præklinisk model. Men effekten er ikke til at tage fejl af

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      0
      • investor1989I Offline
        investor1989I Offline
        investor1989
        wrote on sidst redigeret af
        #146

        Syntes mere og mere tegner lyst for Daratumumab

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        • investor1989I Offline
          investor1989I Offline
          investor1989
          wrote on sidst redigeret af
          #147

          kan vi også få gode data fra phase I studier idenfor MM i ALL, AML, DLBLC etc. så kan det stof jo gå amok i salg

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          • MadsSkjernM Offline
            MadsSkjernM Offline
            MadsSkjern
            wrote on sidst redigeret af
            #148

            jep

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            • SolsenS Offline
              SolsenS Offline
              Solsen
              wrote on sidst redigeret af
              #149

              Rtx look alike ... Nordea svinger sig op i $7 bn

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              • S Offline
                S Offline
                Sibelius
                wrote on sidst redigeret af
                #150

                Novod skriver i den seneste analyse: We maintain our Strong Buy rating on Genmab and raise our target
                p
                rice to DKK 350 (315), with a blue-sky scenario above DKK 500 per
                share. We believe that Genmab/J&J's Daratumumab (Dara) will set a
                new standard in the treatment of multiple myeloma and help drive the
                MM antibody market to USD 7-9bn in ten to 15 years. We believe that
                Dara will be first- and best-in-class, likely two to three years ahead ofthe competition. We consequently now model Dara to ca

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                0
                • S Offline
                  S Offline
                  Sibelius
                  wrote on sidst redigeret af
                  #151

                  Han tror på Dara peak sales på 4,5mia USD og undlader at tage Humax TF med i salgstal/forecast

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                  • S Offline
                    S Offline
                    Sibelius
                    wrote on sidst redigeret af
                    #152

                    Til gengæld tror han mindre på Arzerra og skærer i forecast

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                    0
                    • S Offline
                      S Offline
                      Sibelius
                      wrote on sidst redigeret af
                      #153

                      Arzerra udgør 23% afvaluation (ned fra 27% tidligere)

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                      • S Offline
                        S Offline
                        Sibelius
                        wrote on sidst redigeret af
                        #154

                        "..,we strongly advise investors to build positions in Genmab ahead of and around the pivotal phase ll/lll data for dara"

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                        • S Offline
                          S Offline
                          Sibelius
                          wrote on sidst redigeret af
                          #155

                          Godt nok noget af en udmelding!

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                          0
                          • S Offline
                            S Offline
                            Sibelius
                            wrote on sidst redigeret af
                            #156

                            Vist første gang der er en DCF valuation med i Novods analyse

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                            • SolsenS Offline
                              SolsenS Offline
                              Solsen
                              wrote on sidst redigeret af
                              #157

                              $1 bn til Dara i non-MM

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                              0
                              • SolsenS Offline
                                SolsenS Offline
                                Solsen
                                wrote on sidst redigeret af
                                #158

                                ...og måske mere til.

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                                • SolsenS Offline
                                  SolsenS Offline
                                  Solsen
                                  wrote on sidst redigeret af
                                  #159

                                  Men det er vildt at regne med 50% af MM markedet. Rosk

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                                  • SolsenS Offline
                                    SolsenS Offline
                                    Solsen
                                    wrote on sidst redigeret af
                                    #160

                                    Risk ajustment er 70% på dara. Så der opjusteres med ca 100 kurspoint, jvis dara holder til målet.

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                                    0
                                    • S Offline
                                      S Offline
                                      Sibelius
                                      wrote on sidst redigeret af
                                      #161

                                      M&A potentialet er betydeligt, og et bud på Genmab er ikke utænkeligt. Sammenlignet med ROches bud på Intermune burde M&A premium på Genmab være langt over 100% (min fortolkning)

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                                      • SolsenS Offline
                                        SolsenS Offline
                                        Solsen
                                        wrote on sidst redigeret af
                                        #162

                                        Blot der ikke kommer bud før pivotal er jeg tilfreds...

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                                        • S Offline
                                          S Offline
                                          Sibelius
                                          wrote on sidst redigeret af
                                          #163

                                          me too:-)

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                                          0

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