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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
    #142

    Det er nogle gode Dara slides i appendix. præklinisk model med Dara-CHOP og Dara-R-CHOP i DLBCL er imponerende. Ligeledes Dara Vincristin i ALL.

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    0
    • investor1989I Offline
      investor1989I Offline
      investor1989
      wrote on sidst redigeret af
      #143

      ja ligner det ikke 100% ORR i Dara + Vincristine ?

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      0
      • 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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          • 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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                      0
                      • 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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