Genmab — Maj 2015
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Der er kommet agenda for J&J dagen nu: http://www.investor.jnj.com/webcasts-presentations.cfm
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Peter Lebowitz gennemgår oncology 1 pm. så nok der vi skal være obs
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"Janssen oncology is poised for another strong showing at ASCO this year, showcasing our continued strides to make a difference in the lives of people living with cancer," said Peter F. Lebowitz, M.D., Ph.D., Global Oncology Head, Janssen. "Of the five Janssen compounds being featured, we are particularly excited about new daratumumab monotherapy data in multiple myeloma
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Janssen to Showcase Data from Five Compounds Including Daratumumab and IMBRUVICA at the 2015 American Society of Clinical Oncology (ASCO) Annual Meeting
/PRNewswire/ -- Janssen Research & Development, LLC (Janssen) announced that data from five oncology treatments across the portfolio, including marketed and...
(www.prnewswire.com)
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God morgen.
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Lyt med på Millionærklubben i dag. Jeg snakker biotek - og selvfølgelig også Genmab.
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Det kommer senere i dag.
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Spændende artikler
Ser godt ud
Jeffr
ies også med stor analyse -
det står i medwatch fantomas
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Winkel oplyser, at Genmab vil gå efter 3 indikationer med TF, hvor der i dag ikke er den store konkurrence - altså ingen god behandlingsmulighed. De vil stadig beholde ejerskabet af stoffet selvom der er interesse fra Pharma til at tegne licens-aftaler
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Selv om de 3 indikationer tilsammen ikke har et marked der er større end dara så vil værdien for aktionærer/Genmab være den samme grundet det større ejerforhold. Ham mener altså er den næste guldklump ligger her - data på ASCO må så bevise dette (solsens konklusion)
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