Genmab — November 2017
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We have previously seen data from JnJ explaining the potential effect of Daratumumab (Darzalex – CD38) on the tumour micro-environment, but that has been from trials in multiple myeloma (depletion of T-regulatory and B-regulatory cells). We have also seen data from Chen et al from MD Anderson Cancer Centre at ASCO-SITC back in February 2017 highlighting very intriguing preclinical results in lung cancer tumours when CD38 was combined with PD-L1.
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God morgen. Det har flere gange været diskuteret om J&J potentiels kunne have interesse i at opkøbe Genmab. Eftersom J&J har extimeret Darzalex salg for 2021 til 7B usd vil jeg mene de allerede har indikeret Genmabs potentiale og derfor vil et bud under 2500kr ikke være interessandt for Genmab og hvis vi antager J&J har været konservative i deres estimat burde der snart ske noget positivt med Genmabs kurs. De 7B usd hænger ikke sammen med nuværende lave kurs. Kan nun undre over der nu er short
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Det er åbenbart ikke alle der har set lyset..kursen siver..
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Nu var det jo også en gammel nyhed. Konferencen var for over en uge siden.
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Vi skal nok under 1200 i dag
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Vi er under 1200
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Jeps...lad os håbe de er stærke nok..brillerne altså
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Her er noget der kan ødelægge det meget langsigtede salgspotentiale for Darzalex: These tiny robots can kill cancer cells https://www.weforum.org/agenda/2017/09/nanobots-kill-drill-cancer-cells-60-seconds/
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