Genmab — November 2014
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But I can assure you that you will see more partnerships being executed by Genmab. Also some that you have qualified as more substantial, albeit that the first HexaBody agreement that we have entered into is with a very large blue-chip biotech company for multiple programs, I can assure you. We also believe that one is very substantial, but we are waiting on their experience with the platform. But we are, in fact, having a lot of activity in that area and there will be- there is anticipated more
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Hver gang Genmab præsenterer deres forventninger til året, så bliver de ved at nævne at det er uden nye aftaler (selvfølgelig), men et eller andet sted har det hele tiden lydt som om de forventer en eller flere i år der vil påvirke årets resultat, så kom nu med den brede Gilead aftale
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Hvis ikke han har leveret inden post ash seminaret bør vi trykke lidt til ham der
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Peter Aabo hæver sin anbefaling på genmab ret markant
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fra 135 til 181 i kursmål
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Han siger 40% chance for at dara kan godkendes i 2017 og at arzerra aldrig vil være andet end et niche produkt
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Indregner 88 kr, pr. aktie for daratumumab. resten er stort set cash og skatteaktiv. Arzerra og teknogierne mv. for ingen værdi stort set
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Men okay, en af Peter Aabo mener også at Imbruvica er stærkt i front line CLL pt. Ved dog ikke om manden ikke følger med i hvad der reelt sker for Imbruvica er slet ikke godkendt i frontline behandling
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Genmab kan vel næsten ikke have noget med der? Ofa+idelalisib måske?
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Ritux + idelalisib var late breaking på ASH 2013, men de offentliggjorde altså at studiet blev stoppet efter interimanalyse i oktober 2013. Jeg tror ikke de kan indsende abstract uden at offentliggøre at en
interimanalyse er lavet -
Ritux + idelalisib interimanalysen blev lavet da 50% af events var indtruffet, så jo længere vi venter jo bedre..
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Gad nok vide, hvad ham Dovi1960 på den alternative er for en fyr "The FDA now has the 3 and 6 months Dara data of the trial, and Janssen is discussing whether to extend the trial for 3 months to get the 9 months data. The trend shows that the 9 months data will likely be spectacular, and would put the bar too high for anybody else" . Normalt vil min sunde skepsis dømme ham som fantast...., men mon ikke vi snart bliver meget klogere?
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