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Genmab — November 2017

Planlagt Fastgjort Låst Flyttet Genmab
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  • J Offline
    J Offline
    JKY_VH
    wrote on sidst redigeret af
    #3966

    Det var nok i kroner 🙂

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    • O Offline
      O Offline
      OHW
      wrote on sidst redigeret af
      #3967

      Sorry, det var 3000 aktier...nu har de købt lidt tilbage, men nettosælger stadig!

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      • E Offline
        E Offline
        E_L
        wrote on sidst redigeret af
        #3968

        isn't it really shocking how an analyst can put a price target on a stock and then drop that with 20% after only 10 days without news....

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        • StockBullS Offline
          StockBullS Offline
          StockBull
          wrote on sidst redigeret af
          #3969

          as far as I understand its fair value now

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          • StockBullS Offline
            StockBullS Offline
            StockBull
            wrote on sidst redigeret af
            #3970

            not sure if that was the case earlier

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            • E Offline
              E Offline
              E_L
              wrote on sidst redigeret af
              #3971

              whatever the reason, they could have thought about that 10 days ago. it shows how carefull you have to be to listen to guys like that though...

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              • StockBullS Offline
                StockBullS Offline
                StockBull
                wrote on sidst redigeret af
                #3972

                sure - its problematic Bryan Garnier increase target to 2072 from 1987 on nov. 15 and then reduce to 1680 on nov. 27

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                • StockBullS Offline
                  StockBullS Offline
                  StockBull
                  wrote on sidst redigeret af
                  #3973

                  however as far as I can see on EI its a short term target that 1744 can be reached when 1 line approved

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                  • G Offline
                    G Offline
                    GeorgeBest
                    wrote on sidst redigeret af
                    #3974

                    Totally agree E L. Especially as nothing changed during those 10 days. Anyway I am always very sceptical to target prices which are totally out of consensus with the rest of the market.

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                    • G Offline
                      G Offline
                      GeorgeBest
                      wrote on sidst redigeret af
                      #3975

                      1st line approval will not change much Stockbull. It is 100% derisked of the analysts. Furthermore ALCYONE is not the important one. MAIA is the important. And you will have to wait to 2018 until you see MAIA related 1st line sales

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                      • G Offline
                        G Offline
                        GeorgeBest
                        wrote on sidst redigeret af
                        #3976

                        Sorry.
                        You will have to wait to 2019 with MAIA sales!!!

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                        • StockBullS Offline
                          StockBullS Offline
                          StockBull
                          wrote on sidst redigeret af
                          #3977

                          we are always waiting for some data and of course share price will increase when those milestones accomplished. Everybody expect that darzalex will sell for 7 B around 2022 but that does not mean that this sale is included in todays share price. Thus I think its realistic that we hit 1700kr when 1 line being approved in May 2018

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                          • G Offline
                            G Offline
                            GeorgeBest
                            wrote on sidst redigeret af
                            #3978

                            You are far too optimistic. It will not happen.

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                            • StockBullS Offline
                              StockBullS Offline
                              StockBull
                              wrote on sidst redigeret af
                              #3979

                              Well in Q4-2016 everybody also said 1400 within 6 month was too optimistic and we hit 1488 in april 2017 so I thinl its realsisic with 1700 in April 2018 - also seen from the point of view that C20, DAX etc. increased +15% in 2017 and Genmab now underperforming compared to C20

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                              • E Offline
                                E Offline
                                E_L
                                wrote on sidst redigeret af
                                #3980

                                The Dutch National Health Care Institute advising NOT to add daratumumab to the base Insurance package, unless price negotiations improve cost-effectiveness https://www.zorginstituutnederland.nl/publicaties/adviezen/2017/11/29/pakketadvies-daratumumab-darzalex-bij-multipel-myeloom

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                                • E Offline
                                  E Offline
                                  E_L
                                  wrote on sidst redigeret af
                                  #3981

                                  sort of expected after the advisory committee adviced this last month. usefull read of the pdf if you understand dutch...

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                                  • StockBullS Offline
                                    StockBullS Offline
                                    StockBull
                                    wrote on sidst redigeret af
                                    #3982

                                    OK, whats the base - One could then think its added to the next insurance level (above the base)

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                                    • E Offline
                                      E Offline
                                      E_L
                                      wrote on sidst redigeret af
                                      #3983

                                      they sort of indicate DarBorDex needs to drop 30% in price, DarLenDex 70% to get into the cost effectiveness range...

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                                      • E Offline
                                        E Offline
                                        E_L
                                        wrote on sidst redigeret af
                                        #3984

                                        '" relevant is also that part of the extra cost of DarLenDex are that treatment is longer" . No shit Sherlock... It works , so patients live longer, so you have to pay longer... who would have thought...

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                                        • StockBullS Offline
                                          StockBullS Offline
                                          StockBull
                                          wrote on sidst redigeret af
                                          #3985

                                          OK, so how will the treat the people with MM ? I understand Darzalex are price competitive compared to other treatment options

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                                          0

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