Genmab — Maj 2017

[E_L]

did Lebowitz just say he thinks SubQ could be administered in 5 minutes? Much f
aster as i heard before

[Sukkeralf]

Angående konsensus på 2,8 milliarder dollars, så hvis man leger med tanken om Nordea og to andre analytikere, så skal de i gennemsnit ligge på 1,5 milliard - 5,4+1,5+1,5=8,4 og dermed 2,8 i gennemsnit. De 1,5 milliard når vi måske allerede i år. Nordea ligger bestemt i den høje ende, men 2,8 milliard er langt fra sandheden, hvilket bevidner at der må være en del analyser der ikke er opdateret

[Sukkeralf]

Jan all so said 5 minutes in the last CC

[Solsen]

Sleeping analyst they are.

[saltpeter]

3 new Phase III studies of daratumumab planned in multiple myeloma and amyloidosis
Studies planned to start between second half 2017 and first quarter 2018
Copenhagen, Denmark; May 17, 2017 — Genmab A/S (Nasdaq Copenhagen: GEN) announced today that its partner Janssen Biotech, Inc. plans to start four new studies of daratumumab in multiple myeloma and amyloidosis. The studies described below are currently planned to start between the second half of 2017 and the first quarter of 2018 and may be

[saltpeter]

subject to change. DARZALEX is being developed under an August 2012 agreement in which Genmab granted Janssen Biotech, Inc. an exclusive worldwide license to develop, manufacture and commercialize the product.

[saltpeter]

Phase III study of daratumumab in smoldering multiple myeloma
Phase III study comparing the subcutaneous and intravenous administration of daratumumab in relapsed and refractory multiple myeloma
Phase III study of daratumumab in combination with bortezomib, cyclophosphamide and dexamethasone for amyloidosis
Phase II study of subcutaneous daratumumab in combination with standard of care regimens for frontline and relapsed multiple myeloma

[StockBull]

Hvis gennemsnit er 2.8 og Nordea har 5.3 saa virker Nordeas kurstarget lavt i forhold til dem som ligger under 5.3

[JohnW]

@StockBull, den forstår jeg altså ikke. Kan du uddybe?

[JohnW]

@StockBull, sorry, nu fik jeg den. Du skrev kurstarget. Jeg læste det som salgstarget. My bad.

[StockBull]

Gennemsnits kurstarget er 1475 og hvis du sammenligner det med gennemsnits salg 2.8B usd saa virker nordeas kurstarget paa 1570 lavt i forhold til deres salg paa 5.3

[E_L]

nice those 4 new studies. didnt really catch that in the presentations to be honest

[Legolas23]

Det er vigtigt, at sige det er JnJ, som spår et salgspotentiale over 4 mia inden for 4 år. Mon de kender til data, vi ikke gør ? Ironi kan forekomme...

[JKY_VH]

de forbereder nok et bud Legolas:-)

[Legolas23]

(tom indlæg)

[E_L]

they know best. They said 4 drugs ABOVE 4bn. and Dara the main growth driver, so should be well above that 4bn. I see 4bn as a minimum from now on

[Legolas23]

@EL it came as a press release. ️

[E_L]

yea, i know, but the release states : The plans for the new studies were
announced at Johnson & Johnson's Pharmaceutical Business Review today.

[StockBull]

@Legolas. Ser du de 4B usd som en opjustering I forhold til de 2.8B usd

[bikube]

Hvis J&J har - var det 4 eller 5 drugs, der forventes over 4 MIA$, og Dara er bedste af dem, er der jo ikke limit på, hvor højt det regnes.