Genmab — December 2017

[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

[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