Genmab — December 2017

[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

[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.