Genmab — Marts 2018

[StockBull]

I princippet ja - men også afhængig af hvor gode Genmab har været til at hedge mod valutaudsving. Derudover kan evt. prisstigninger komme på banen som kan opveje en evt. svag USD. Men min pointe er nu mere at PE vil/bør falde fremadrettet i takt med Darzalex salget nærmer sig peak salg, så 5 point ned per år fremadretter skal vi nok forvente.

[bibob]

JvdW sagde på QA at de havde en dollarkurs på 6 og guidede ud fra det. Så kursen nu er nogenlunde ok. Men en stigning vil da være velkommen.

[E_L]

for the BerGenBio (/AXL)
watchers: http://news.cision.com/bergenbio-asa/r/bergenbio-to-present-overview-of-phase-ii-clinical-trial-portfolio-combining-bemcentinib-with-keytru,c2477716?utm_source=dlvr.it&utm_medium=twitter http://www.bergenbio.com/wp-content/uploads/2018/03/2018_IO-summit_.pdf

[GeorgeBest]

Lidt mere om Bluebird og relapsed myeloma patienter: “I think that CAR T cell therapy is very promising and exciting. It is still early, however, and much research to be done. I have personally treated three patients with far advanced refractory myeloma on CAR T cell protocols — two patients on distinct BCMA protocols and one patient on CD19 protocol. All patients responded and benefitted. However, with time, the myeloma has returned,” Anderson said in a statement provided to STAT by Dana-Farber

[E_L]

thanks GB

[E_L]

Daratumumab in Patients With Metastatic Renal Cell Carcinoma (MRCC) or Muscle Invasive Bladder Cancer - https://clinicaltrials.gov/ct2/show/study/NCT03473730?term=cancer&lupd_s=03%2F08%2F2018&lupd_d=14

[E_L]

Early Phase I, but will only take 1 year to complete

[E_L]

keep them coming those trials!

[E_L]

"nothing happening"

[E_L]

MRCC = kidney cancer

[Bulder]

I think MD Anderson is the only center running dara mono studies in solid cancers. They also run a pre-surgical study in prostate cancer.

[E_L]

AbbVie keeps falling , -12% now... (says not to seek faster approval for lung cancer drug)

[polle1]

Fantastisk at se hvordan GEN står stærkt i dette let paniske marked. Tror der er good news lige rundt om hjørnet !!

[AaBforever]

Jeps..man må sige den har fundet en stbil platform..:-)

[AaBforever]

stabil

[polle1]

Der var jeg måske lidt for optimistisk..., anyway, bedre end gennemsnittet idag....

[Plimsoller]

God morgen

[hda]

Godmorgen

[Parasitism]

Godmorgen

[polle1]

God morgen til en "spændende" dag