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Genmab — April 2018

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • S Offline
    S Offline
    Sukkeralf
    wrote on sidst redigeret af
    #225

    Hvad vejer mest er svært at vurdere pt - lidt lettere når vi ser nogle data

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    • G Offline
      G Offline
      GeorgeBest
      wrote on sidst redigeret af
      #226

      Men hvorfor skulle BMS starte disse store opdivo / dara studier hvis de ikke ville noget med dem?

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      • G Offline
        G Offline
        GeorgeBest
        wrote on sidst redigeret af
        #227

        Hvis udfaldet på opdivo / dara studier er positive, og BMS alligevel skulle droppe at gå i fase 3 af hensyn til deres involvering i NKTR-214, så kan Janssen da bare køre disse fase 3 studier.

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        • E Offline
          E Offline
          E_L
          wrote on sidst redigeret af
          #228

          The Novartis deal to buy AveXis today, is apparantly also a road into CAR-T https://www.bloomberg.com/news/articles/2018-04-09/novartis-to-pay-8-7-billion-for-gene-therapy-company-avexis https://www.fiercebiotech.com/biotech/novartis-inks-8-7b-avexis-buyout-to-build-gene-therapy-unit

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          • SolsenS Offline
            SolsenS Offline
            Solsen
            wrote on sidst redigeret af
            #229

            BMS vil selvfølgelig gerne have en aftale med kombinationspartneren til Opdivo. De har næppe nogen aftale med JNJ.

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            • G Offline
              G Offline
              GeorgeBest
              wrote on sidst redigeret af
              #230

              Deutsche Bank spår dara salg i Q1 til USD 425 mill. (konsensus er USD 406 mill.)

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              • BulderB Offline
                BulderB Offline
                Bulder
                wrote on sidst redigeret af
                #231

                Det tror jeg heller ikke. På ct står der intet om samarbejdspartnere (collaborators). Kun BMS.

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                • S Offline
                  S Offline
                  Sukkeralf
                  wrote on sidst redigeret af
                  #232

                  BMS får ganske givet leveret daratumumab gratis, men så heller ikke mere end det. Det afhænger jo meget af hvor stærke data dara kan levere - jo stærkere des sværere får BMS ved at lade dem ligge og kun fokusere på deres eget.

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                  • S Offline
                    S Offline
                    Sukkeralf
                    wrote on sidst redigeret af
                    #233

                    Det bedste for dem ville være, at de kunne presse JNJ til at køre klinikken - faren er at Janssen bruger deres egen checkpoint inhibitor eller andre konkurrenters

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                    • SolsenS Offline
                      SolsenS Offline
                      Solsen
                      wrote on sidst redigeret af
                      #234

                      De går sikkert efter at bruge deres eget.

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                      • BulderB Offline
                        BulderB Offline
                        Bulder
                        wrote on sidst redigeret af
                        #235

                        Novod skriver om opstart af JNJ-283+dara i år.

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                        • E Offline
                          E Offline
                          E_L
                          wrote on sidst redigeret af
                          #236

                          Merck more then making up for its bad Friday with positive Keytruda trial results in NSCLC

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                          • E Offline
                            E Offline
                            E_L
                            wrote on sidst redigeret af
                            #237

                            good biotech day so far, IBB up 2% premarket, markets all broadly up; Genmab seriously needs some Prozac...

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                            • B Offline
                              B Offline
                              bibob
                              wrote on sidst redigeret af
                              #238

                              E L. Or Heineken. 🙂

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                              • E Offline
                                E Offline
                                E_L
                                wrote on sidst redigeret af
                                #239

                                lol, maybe it had too much Heineken over the weekend and is now suffering from the hang-over

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                                0
                                • E Offline
                                  E Offline
                                  E_L
                                  wrote on sidst redigeret af
                                  #240

                                  it is awkward though, i saw mcjean write about positioning into the numbers next week and i thought, for the last few months it seems positioning before events has each time been to the downside...

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                                  • B Offline
                                    B Offline
                                    bibob
                                    wrote on sidst redigeret af
                                    #241

                                    Could be.

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                                    • StockBullS Offline
                                      StockBullS Offline
                                      StockBull
                                      wrote on sidst redigeret af
                                      #242

                                      1Q17 255
                                      2Q17 299
                                      3Q17 317
                                      4Q17 371 2017 1242
                                      1Q18 408,1
                                      2Q18 461,153
                                      3Q18 534,93748
                                      4Q18 636,5756012 2018 2040,766081
                                      Her mine targets for 2018 Dara salg. 2017 tal er det rapporterede salg

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                                      • B Offline
                                        B Offline
                                        bibob
                                        wrote on sidst redigeret af
                                        #243

                                        Ser ok ud StockBull. Hvis Q1 overrasker positivt kan du jo altid ændre targets. Måske ROW rykker lidt mere end forventet.

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                                        • M Offline
                                          M Offline
                                          Mcjean
                                          wrote on sidst redigeret af
                                          #244

                                          https://play.borsen.dk/klip/5acb28f945628ff817220580

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                                          0

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