Genmab — November 2017

[JKY_VH]

Det gør han da:-)

[AaBforever]

Novod kan da også fejlbedømme..ik`?

[JKY_VH]

jo, intet er umuligt i aktiehandel.

[Raffles]

Novod anbefaler stadig køb (kurs 1.515). Fra NewsFlash i morges: potential for CD38 is solid cancers is a major and underappreciated value trigger for Genmab. Continue to believe that the recent share price slump is a great buying opportunity.

[E_L]

i wonder if JvdW is making any last minute changes to his standard earnings presentation in light of this sell off
...

[E_L]

if he is really l
ucky, we'll get the 1bn milestone on Monday on Tuesday, that would take some pressure off. There is a small chance for that..

[StockBull]

@ Mcjean, I ved ikke hvad en lottobog er og heller ikke interesseret i yderligere uddybning. Derimod er jeg sikker på Warran Buffet og andre af samme kaliber benytter P-E værdi til at vurdere og en aktie er værd at investere i uanset om virkseoheden producere biler, bank gebyre eller levere service til big pharma

[E_L]

No, at his point i am really not interested in Genmab's Financial Calendar for 2018... ffs

[nik_hs1990]

Det er helt forståeligt at Genmab handles med en P/E på omkring 55, når man ser på den eksplosive vækst fremadrettet.

[E_L]

@ Raffles ; have you seen Novod mentioning anything about CAR-T as potential competition
?

[Raffles]

@ EL; In a news flash yesterday it was mentioned that focus on ASH will also be on data relating to BCMA (targeting MM). Data will be presented for BludBird Bio's CAR-T therapy bb2121 developed in collaboration with Celgene, as well as GSK ADC. In headline is stated: Intriguing BCMA-related competitor data.

[jkj]

Jeg tror mange undervurdere CAR-T kommende rolle i mm. Jeg tror til gengæld ikke at dette spiller ind i markeds dispositioner i forhold til Genmab pt. det relatere sig udelukkede selvforstærkende frygt for salgstallene.

[jkj]

Med hensyn til bivirkningsprofil og Car-T. Så fremviser JUNO på ASH, abstrakt med lav bivirkningsprofil, derfor at den steget så meget de sidste 2 dage.

[Raffles]

@ EL; in todays news flash it is stated that SAnofi turns increasingly bullish on CD38+ checkpoint inhibitors in solid cancers. However, all activities on ClinicalTrials currently include DARA and not Sanofi's Isatuximab. Sanofi's comments is in line with comments from JnJ indicating that they are getting increasingly optimistic on the potential for CD38 is solid cancers.

[gentogen]

Dette har sikkert været nævnt, men kan vel tåle en gentagelse, hvis det er tilfældet : Pollux nu forbedret til 51% CR eller bedre (!) og 79 % VGPR. ...patients continue to observe clinical benefit from prior daratumumab treatment. Importantly, the favorable safety profile was maintained with longer follow-up.

[E_L]

thanks for the insight Raffles

[E_L]

i do think CAR-T spooks a lot of genmab investors and I feel it is part of Genmab's investor relations to address these concerns. But i doubt they will. Hopefully we get some analyst questions

[PrivatInvestor84]

Jeg har solgt 40% af min beholdning i dag og købt bull certifikater istedet. :S

[E_L]

@ gentogen; it seems investors in panick about falling prices don't have time to read abstracts... I have and i think that is why I can still sleep at night (and ps. Updated data will be presented at the meeting, likely improved
)

[jkj]

Det er modigt privatinvestor84, jeg tror Genmab overrasker marked med en blød opjustering i næste uge.