Genmab — Maj 2018

[Bulder]

Det var Peter Sehested fra Handelsbanken, der på CC spurgte ind til dara-atezo, hvorefter han gik hjem og sænkede kursmålet. Anede han uråd?

[gentogen]

Som jeg linkede til i går (20.52) så har mange jo længe været ret skeptiske i forhold til PD-1 og ofte forhastede forsøg på kombinationer, så det kan da meget vel være

[E_L]

looking forward to a bit more info. We'll get through monday, and tuesday, and the rest of the week, we always do, even though it may be a bit painfull…

[E_L]

I liked this tweet : Sam Shrivastava‏ @shrivastava_sam "
Daratumumab is a blockbuster drug. The IO combo was like slot machine bet. Pure gamble.

Still a big drug. Non event.
"

[E_L]

June 4 would be an ASCO poster presentation on Daratumumab with or without JNJ-63723283 / MMY2036 ; if they don't cancel that, maybe we can get some further details

[Investor13]

E L: What do you see as a fair price for Genmab after this failure?

[Investor13]

And do you think it Will be a Good time to buy The coming week, when the share most likely will drop a lidt

[Investor13]

Lot

[E_L]

I believe value is much higher as where we are now, irrespective of this failure. But markets will be markets, it is not easy to predict when the mood will turn positive again

[Bulder]

Kun en tåbe frygter ikke markedet

[gentogen]

Hvis jeg så bare havde noget mere at købe for, så ville det da være Ok...

[Investor13]

So as a long term investment (2years), Genmab should be a sage winner?

[Investor13]

Gen: jeg har en del frie midler, så er interesseret i gode investeringsmuligheder

[Investor13]

Safe

[gentogen]

Bortset fra det, så vedrører nyheden vel så ikke dette studie (eller hvad): A Study of Atezolizumab (Anti-Programmed Death-Ligand 1 [PD-L1] Antibody) Alone or in Combination With an Immunomodulatory Drug and/or Daratumumab in Participants With Multiple Myeloma (MM)

[Bulder]

Nævnte det i går. Det er Roche-styret, og ikke omfattet af meddelelsen.

[Bulder]

Det har kørt i over 3 år, og man skulle mene at evt faresignaler ville være opdaget.

[Bulder]

næsten 3 år, ikke over 3 år

[E_L]

I can't give you investment advice @Investor13 , but my hope is that we will get significantly higher over the next 2 years

[E_L]

the way I read the press release, is that they well get in touch with all PD(L)1 combo partners to discuss if those will be stopped also? We really need a bit more info