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Genmab — November 2014

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • J Offline
    J Offline
    JKY_VH
    wrote on sidst redigeret af
    #755

    Jeg vil føle mig snydt med kurs 500, men jeg er heller ikke kortsigtet.

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    0
    • S Offline
      S Offline
      Sukkeralf
      wrote on sidst redigeret af
      #756

      Fra deres Q2 CC omkring Hexabody - svar fra Jan til Thomas Bowers:

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      0
      • royalR Offline
        royalR Offline
        royal
        wrote on sidst redigeret af
        #757

        Snydt vil jeg ikke føle mig. Måske lidt ærgerlig over at have mistet et godt dansk selskab.

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        • S Offline
          S Offline
          Sukkeralf
          wrote on sidst redigeret af
          #758

          Thanks, Thomas. Why don't I take questions one and three, and then part number two on Arzerra for David? Why don't we start with HexaBody? We're in very active discussions with multiple parties on giving them access to our HexaBody technology platform. We also have a number of internal programs which uses HexaBody with excellent proof-of -concept. We already presented some of that proof-of- concept data at ASH last year in an oral presentation.

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          • S Offline
            S Offline
            Sukkeralf
            wrote on sidst redigeret af
            #759

            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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            • S Offline
              S Offline
              Sukkeralf
              wrote on sidst redigeret af
              #760

              Aftalen med den hemmelige partner skete den 4 juni, så det ville jo passe fint med en bred licensaftale omkring post ASH seminaret, for så har forskningsaftalen løbet et halvt år.

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              • S Offline
                S Offline
                Sukkeralf
                wrote on sidst redigeret af
                #761

                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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                • investor1989I Offline
                  investor1989I Offline
                  investor1989
                  wrote on sidst redigeret af
                  #762

                  Hvis ikke han har leveret inden post ash seminaret bør vi trykke lidt til ham der

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                  • nohopeN Offline
                    nohopeN Offline
                    nohope
                    wrote on sidst redigeret af
                    #763

                    Som det går i øjeblikket så bliver det GEN der kan købe Gilead...

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                    0
                    • J Offline
                      J Offline
                      JKY_VH
                      wrote on sidst redigeret af
                      #764

                      🙂

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                      0
                      • SolsenS Offline
                        SolsenS Offline
                        Solsen
                        wrote on sidst redigeret af
                        #765

                        ...dog et stykke vej endnu.

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                        0
                        • investor1989I Offline
                          investor1989I Offline
                          investor1989
                          wrote on sidst redigeret af
                          #766

                          Peter Aabo hæver sin anbefaling på genmab ret markant 🙂

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                          0
                          • investor1989I Offline
                            investor1989I Offline
                            investor1989
                            wrote on sidst redigeret af
                            #767

                            fra 135 til 181 i kursmål 😄

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                            0
                            • investor1989I Offline
                              investor1989I Offline
                              investor1989
                              wrote on sidst redigeret af
                              #768

                              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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                              0
                              • investor1989I Offline
                                investor1989I Offline
                                investor1989
                                wrote on sidst redigeret af
                                #769

                                Indregner 88 kr, pr. aktie for daratumumab. resten er stort set cash og skatteaktiv. Arzerra og teknogierne mv. for ingen værdi stort set 🙂

                                1 Reply Last reply
                                0
                                • J Offline
                                  J Offline
                                  JKY_VH
                                  wrote on sidst redigeret af
                                  #770

                                  PAA er et fjols

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                                  0
                                  • investor1989I Offline
                                    investor1989I Offline
                                    investor1989
                                    wrote on sidst redigeret af
                                    #771

                                    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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                                    0
                                    • S Offline
                                      S Offline
                                      Sukkeralf
                                      wrote on sidst redigeret af
                                      #772

                                      Han er ret svært at tage seriøst efterhånden. Når man tænker på hans tiltro til eksempelvis Zalutumumab, mens den hang i en meget tynd tråd, så virker det meget underligt kun at have 40% på Daratumumab og så endda først i 2017.

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                                      • SolsenS Offline
                                        SolsenS Offline
                                        Solsen
                                        wrote on sidst redigeret af
                                        #773

                                        Vær obs på late breaking abstracts i morgen fra ash.

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                                        0
                                        • MadsSkjernM Offline
                                          MadsSkjernM Offline
                                          MadsSkjern
                                          wrote on sidst redigeret af
                                          #774

                                          Genmab kan vel næsten ikke have noget med der? Ofa+idelalisib måske?

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                                          0

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