Genmab — December 2017

[Solsen]

Jeg må sige, at de har fuld fokus på CAR-T på ash. Men jeg mener der er lang vej til at Dara er truet.

[Solsen]

Hvis ikke prisen reduceres ganske væsentligt og teknikken forbedres så forbliver de nichebehandling.

[Bulder]

Novod: However, we also acknowledge the current hype regarding gene therapy/CAR-T therapy in the market, which we believe remains a key reason for the sluggish Genmab performance.

[Bulder]

Ingen tvivl om, Solsen, at der bliver arbejdet intenst på begge dele. Ikke mindst tyskerne med deres "sleeping beauty".

[E_L]

GSK https://www.bloombergquint.com/onweb/2017/12/11/glaxo-s-new-pharma-head-looks-to-move-fast-especially-in-cancer - http://y94.com/news/articles/2017/dec/11/gsks-new-pharma-head-on-lookout-for-cancer-deals-to-boost-pipeline/

[GeorgeBest]

Her lidt fra Nick Leschly http://medwatch.dk/secure/Medicinal___Biotek/article10091778.ece?utm_campaign=Morgen&utm_content=2017-12-11 08%3A16%3A41&utm_medium=top&utm_source=Feed

[Solsen]

Hvis ikke GSK har ændret sig så kommer de igen vegne

[GeorgeBest]

Sorry denne her http://medwatch.dk/secure/Medicinal___Biotek/article10091778.ece?utm_campaign=Morgen&utm_content=2017-12-11 08%3A16%3A41&utm_medium=top&utm_source=Feed

[Thomas]

ADCT-301 data ser virkelig spændende ud. Nogen der har et bud på markedspotentiale? Hvad er standard of care i HL idag?

[GeorgeBest]

'Unheard of' responses to bluebird CAR-T therapy seen in myeloma study https://www.cnbc.com/2017/12/10/reuters-america-unheard-of-responses-to-bluebird-car-t-therapy-seen-in-myeloma-study.html

[MrEbbe]

Økonomisk ugebrev, og udlandet nettosælger genmab https://ugebrev.dk/flashnews/investering/udlandet-har-nettosolgt-genmab-12-mia-siden-medio-oktober/?utm_source=Dagens+nyheder&utm_campaign=9105113e6d-RSS_EMAIL_CAMPAIGN&utm_medium=email&utm_term=0_854578a5a7-9105113e6d-108324297&mc_cid=9105113e6d&mc_eid=70167d1ea9

[GeorgeBest]

Uanset hvad i mener, så er der nogen der mener Bluebird gør noget rigtigt: "BMO raises Bluebird target to 215 from 162" eller "Jefferies raises Bluebird target to 211 from 130".

[E_L]

well, they are gonna open at 200, so only 5% upside to the analyst target. Genmab much more upside now lol

[E_L]

By the way, Syros Pharmaceuticals looks to be cut in half at the open...

[GeorgeBest]

EL: 200??? On my screen it is 212. UP 24% from Friday closing!

[E_L]

jeez, moving faster as bitcoin

[E_L]

no more upside then haha

[GeorgeBest]

[E_L]

was trading at 90 in august, when most of us here -certainly me- -and JvdW-
were sceptical about CAR-T technology

[sowise]

Søren Løntoft om Genmab på ASH: https://play.borsen.dk/klip/5a2d716645628ff817215de3/senioranalytiker_vigtige_genmab-nyheder_venter_i_nat.html