Genmab — April 2017

[sowise]

Jo 0830 AM - http://www.investor.jnj.com/events.cfm

[GeorgeBest]

@sowise - det er webcast der starter 14:30.

[E_L]

coïncidence?? : Novartis CAR-T cell therapy CTL019 receives FDA Breakthrough Therapy designation for treatment of adult patients with r/r DLBCL
https://www.novartis.com/news/media-releases/novartis-car-t-cell-therapy-ctl019-receives-fda-breakthrough-therapy-designation

[gentogen]

Er der nogen særlig grund til at godkendelsen i Canada ikke bliver til en Genmab nyhed. den er vel mindst lige så vigtig som den seneste meget omtalte....

[Sukkeralf]

E L coincidence ??

[E_L]

I was thinking this would have been competition for the Phase II study Janssen just stopped? Am I correct?

[Sukkeralf]

I don´t think thats how it works

[E_L]

Maybe I search too far But JNJ has a lot of insight in these markets; if you know a competitor is more successful with a better product, it is wise to pull the plug
on your own trial.

[Sukkeralf]

I´ll buy the fact that daratumumab isn´t as good - but in general its hart to compete with the effect of CAR-T

[bibob]

Så er Genmab nyheden om Canada på Børsen

[Bulder]

Så lige at Ritzau skriver at analytikere estimerer et Darzalex-salg på 341,5 mio$ i Q1. Ville ikke være så ringe endda.

[Sukkeralf]

Hvis det sker så er Genmabs guidance nærmest allerede gjort til skamme

[E_L]

Pfff... I would be ok with 100mio less... If that is what everyone expects, we may be in for a disappointment...

[Sukkeralf]

E L i think that sounds much more realistic

[Bulder]

Kan være en trykfejl, 241,5 tror jeg også mere på

[Darvin]

Det er en klokkeklar skrivefejl af Ritzau - konsensus er 241,5 må det være, selv Novod forventer et sted omkring 245 tror jeg

[Darvin]

245-250

[GlobalMacro 0]

I would expect that everything above 250 mil would mean that every media will headline "On a quarterly basis Darzalex has reached blockbuster status", this could create a lot of welcome buzz

[GlobalMacro 0]

I did some calculations, 260-265 is my guess

[Darvin]

Kiggede lige i noter og andre steder. Ifølge Bloomberg tal så er konsensus ca 232 og gennemsnittet af hvad jeg har skrevet ind er 231 !!!