Genmab — April 2018

[GeorgeBest]

Trump påvirkede givetvis kurserne negativt i går. Så jeg mener det primært hidrører derfra.

[GeorgeBest]

Genmab har allerede i slutningen af sidste år varslet en kraftig stigning i omkostninger p.g.a. øget investering i pipeline

[GeorgeBest]

Jan signalerede i forgårs at Genmab og SGEN var ved at opdele verden for salg af TV. Så det tyder på man selv vil sælge dette produkt. Men man må da håbe at sælgerne ikke ansætte før tv er godkendt

[jkj]

Virker mere som at den nedadgående trend skyldes af A/B er gået fra køb til salg, NBI er steget de sidste par dage på trods af DT.

[E_L]

Genmab seriously underperformed the rest of the market since the beginning of the month ; so i dont think it is either Trump or Jan…

[E_L]

It
could be positioning in front of the numbers next week, as mcjean stated.

[E_L]

It could also be a bit of technical trading; we hit 61.8 retracement on Mar 28 (28/3 16:01 af E L : let's hope we can deal with 1300 fast; it is the 61.8% retracement ) .

[E_L]

This morning we retraced 38.2% of the rally from 994.8 (at 1185) and 61.8% from the gap open at 1104 on Feb 22 (1180). That could be enough and it gives a solid bounce so far.

[E_L]

(For harmonic traders, this is enough for a Gartley to 1383 or a Bat to 1433)

[E_L]

or a could be something completely different that we dont know about

[Mcjean]

The rally will start monday i start bying monday:-)

[Mcjean]

So from 10.03,01 to 10.03,02 there will be a rally.

[E_L]

lol, but surely it will be massive, short but powerfull

[Mcjean]

Yep if the let me i buy all 200 at once, do you think its possible?:-D

[E_L]

oow, i dont know mcjean, you may have to split that order and divide it up over several banks

[E_L]

this Tisotumab Vedotin study - https://clinicaltrials.gov/ct2/history/NCT02001623?A=14&B=15&C=merged

• ; Status set to : Active, not recruiting , so i guess they are fully recruited , Enrollment: 170 instead of the 144 planned

[E_L]

Durable treatment response of relapsing CNS plasmacytoma using intrathecal chemotherapy, radiotherapy, and Daratumumab - https://onlinelibrary.wiley.com/doi/abs/10.1002/ccr3.1451

[E_L]

"The role of Daratumumab in this disease deserves further evaluation. " click on PDF for full text

[E_L]

Teaching Drugs New Tricks - https://www.project-syndicate.org/commentary/pharmaceutical-industry-repositioning-old-drugs-by-aris-persidis-and-andreas-persidis-2018-04 - mentioning the Arzerra story

[Bulder]

Interesting E L: Currently, there are no available data to suggest Daratumumab could cross the BBB; however, the fact that, the barrier can become more permeable in disease states and that there is no barrier in the meninges raises this possibility.