Genmab — Februar 2017
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Recently I spoke with two experts in the field (biotech investors with biotech experience at board level) who believed Dara in combo I/O studies could be approved after phase 1/2 if the data is overwhelmingly positive and of course save. Just like Dara/PomM/Dex. I'm not an expert regarding the regulation so I’m not 100% sure this is true but if true than it could all move very fast and the stock price will probably already implement a big chunk of the future prognosed value when strong
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when strong data comes out.
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Believe it only happens with significantly strong and safe data of drugs that are already tested in other indication and are found very safe. If then any significant Phase 1/2 data comes out it could mean it could get approved. Still, I don't have the regulation experience myself, this is just based on combining pure logic with facts that we know (sBLA Dara/Pom/Dex based on phase 1/2)
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JP Morgan`s rating Genmab from neutral to overweight. http://petroglobalnews24.com/2017-02-28-genmab-as-gnmsf-raised-to-overweight-at-j-p-morgan-chase-co/
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