Genmab — April 2017
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God morgen.
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@GlobalMacro, Thanks for sharing your thoughts. Totally agree with your line of thought re how investors and analysts need to see gradual proof of the pudding before upping targets and expectations.
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@Sibelius, Good builds, agree with most of your views. Regarding P/E, Genmab's strategy - different animal, I also believe that will happen. In my analysis I was only accounting for Dara in MM, not outside MM, Arzerra in MS and other molecules etc. Therefore, yes Genmab will take much more risk in the future, I believe against that will also be much more earnings, Based on certain data and other sources I believe Dara in solid tumors will be a big succes and therefore
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drive a lot of extra earnings fast.
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And remember, we don't have to wait years and years for Dara in solid tumors. When the data is as good as JvdW believes, phase 2 studies can be approved and you don't have to wait for the big phase 3 studies
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