Genmab — Juni 2017
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Hvad hedder næste gap der skal lukkes??
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1350??
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Helt enig Legolas. Ville heller ikke være overrasket hvis den vender endnu engang ved udangen af i dag.
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Sydbank på Play: https://play.borsen.dk/social/5934ee2c45628ff817205648
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Danske Bank: "6 June 2017 / Investment cases and follow-ups / Genmab (Buy) / Daratumumab has been presented at ASCO with encouraging cytogenetic risk data and solid DKRd NDMM data; but inconclusive vs historical KRd ORR rates. The POLLUX PFS continues its strong trend to support long-term maintenance use. We keep our Buy rating and DKK1,670 per share 12-month target price."
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CheckMate 142 opdateret 1 juni 17. https://clinicaltrials.gov/ct2/show/NCT02060188?term=Daratumumab+all&rank=4
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Ved ikke om denne har været vist. https://clinicaltrials.gov/ct2/show/NCT03067571?term=Daratumumab+all&rank=5
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Tak gentogen. Dara udenfor MM bliver mere og mere interessant. I mit investeringsunivers er Dara "udenfor MM" der hvor Dara var sidst jeg øgede voldsomt (før succesen ramte os). Min risikoprofil taget i betragtning er sandsynligheden for succes - og dermed afkastmulighederne - der hvor jeg gerne vil have den. Man kan "håbe" på momentvis lavere købspris, men ellers er tiden til at påbegynde en investeringsstrategi. Hvis man ikke allerede er lastet !!! Og det er så bare med udgangspunkt i Dara
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