Genmab — November 2015
-
Aktionær fordelingen er ofte med i de forskellige præsentationer. Fx her - se s. 24 http://files.shareholder.com/downloads/AMDA-KPIBN/989558331x0x854123/FAAEC33B-D6FA-4F76-8FF1-36CBFBFCFEE5/MS_Investor_Presentation_appendix_Sept.pdf
-
EPS bliver i 2020 omkring 100 DKK
-
en Novo P/E på 30 og Genmab er i 3000
-
Den lå i 275 da PI startede sidst i 2008. Var på vej ned fra 328.
-
Tak meget gerne Solsen. [email protected].
-
Yak også til Fantomas og Jedi.
-
Lidt TA-sna
k på Genmab http://play.borsen.dk/social/563f6a79725ed7540a0c6988 -
Jan nævnte bl.a. i Q2 CC, at der ligger interim og futility analyser i begge studier, men ville ikke komme nærmere ind på præcist hvorledes det er skruet sammen udover, at man efter et vist antal patienter skal opnå en vis procentdel forbedring af PFS - et bud kunne være måske når data kendes for 30-40% af patienterne. Hvor meget bedre PFS skal være har jeg ikke lige et bud på, men han sagde man kunne kige på andre fase III studier med interim data og få en ide om niveauet
-
Man kan måske få en ide ved at kigge på Kaplan-Meier PFS kurverne for Elotuzumab fra Eloquent-2 studiet, hvis/når disse er tilgængelige, for at få en ide om hvor lang tid det tager at få 30-40% af patienterne at komme i progression - det er nok et meget godt billede af hvornår vi ca. kan håbe på en mulig positiv interimanalyse
-
Hello, Sachin and good to have you on the line. I cannot give you too much details because our partner Janssen doesn’t want me to give the exact definition. But I can tell you – I can guide you in the direction, there is also a certain number of reasons
-
When we see a significant percentage increase or larger percent of increase in PFS in the dara containing arm versus the control arm, which will be for example Rev/Dex in the Rev/Dex dara study, once that increase is seen, which is significant then we will approach [indiscernible] both in the US and the Europe and actually discuss the potential for a filing based on that data, and for your reference what we can do is make available studies to control arm
Hello! It looks like you're interested in this conversation, but you don't have an account yet.
Getting fed up of having to scroll through the same posts each visit? When you register for an account, you'll always come back to exactly where you were before, and choose to be notified of new replies (either via email, or push notification). You'll also be able to save bookmarks and upvote posts to show your appreciation to other community members.
With your input, this post could be even better 💗
Tilmeld Log ind