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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
    #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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                • 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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                  • 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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                            • 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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                                  • 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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                                        • J Offline
                                          J Offline
                                          JKY_VH
                                          wrote on sidst redigeret af
                                          #164

                                          Jeg tilslutter mig det fromme ønske:-)

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                                          0

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