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Genmab — September 2014

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • 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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                    • 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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                              • 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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                                      • celsiusC Offline
                                        celsiusC Offline
                                        celsius
                                        wrote on sidst redigeret af
                                        #165

                                        Dansk Aktionær Forening Event, København, Danmark 17. sep: "deltager Jan ?

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                                        • celsiusC Offline
                                          celsiusC Offline
                                          celsius
                                          wrote on sidst redigeret af
                                          #166

                                          sammenfald med Bank of America Merrill Lynch Global Healthcare konference 2014 London, UK 17-19 september ..

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                                          0

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