Genmab — December 2017

[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

[Bella1]

Så burde selv en blind kunne se!:-)

[Mumtaz]

Er det ikke lidt mærkeligt det primært Nordea som sælger ?

[E_L]

As there is an independent expert panel at the R&D meeting, I hope analysts will try to get a discussion going on competition CAR-T - Dara

[Bulder]

I would be surprised if not.

[Bulder]

Forget about TV and Cami-T, It's all about car-t. Will dara survive?

[Solsen]

Nordea har været ude med en equity research, hvor der lå noget forbehold i forhold til CAR-T og andre antibodies og prispres. Novod ligner en mere forsigtig mand nu.

[E_L]

yes, if the experts have the same view as JvdW (and I think most of us here?)(except Bulder now ) -it would be good to get that nuance out in the open.

[GeorgeBest]

Slides fra Celgene presentation fra ASH. Det giver også et billed af hvor langt frem i behandlingforløbet man ønsker at komme med bb2121 http://files.shareholder.com/downloads/AMDA-262QUJ/5141301670x0x966350/1194B2A1-5446-4F55-8519-CC21A496AA44/ASH_2017_IR_Event_-_FINAL_FINAL_-_For_Distribution_-_12.10.17.pdf

[GeorgeBest]

se slide 21

[GeorgeBest]

Det virker på ingen made som om Celgene mener CAR-T kun er til de sene behandlingslinier

[Mumtaz]

Tak solsen ja nok derfor det Nordea og ikke AN som smider .. AN har solgt for 1,2 mia på kort tid.. havde nu set den stige op til ASH men det kan jo komme