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Genmab — Juni 2018

Planlagt Fastgjort Låst Flyttet Genmab
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  • JørgenVarnæsJ Offline
    JørgenVarnæsJ Offline
    JørgenVarnæs
    wrote on sidst redigeret af
    #2330

    nu er det vist en god dag at klamre sig til noget - tidevandet hæver og sænker alle både, og i dag bliver vi sænket. Selvfølgelig kan det være forsinkelsen af 1st line, der gør sig gældende, men det clock-stop har været kendt i et stykke tid

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    • StockBullS Offline
      StockBullS Offline
      StockBull
      wrote on sidst redigeret af
      #2331

      Saa endnu et halmstraa. 🙂

      1 Reply Last reply
      0
      • JørgenVarnæsJ Offline
        JørgenVarnæsJ Offline
        JørgenVarnæs
        wrote on sidst redigeret af
        #2332

        ikke noget halmstrå - klokken er sat i stå på alcyone

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        • JørgenVarnæsJ Offline
          JørgenVarnæsJ Offline
          JørgenVarnæs
          wrote on sidst redigeret af
          #2333

          ...så længe det ikke er et cock-block, vi taler om...

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          • G Offline
            G Offline
            gentogen
            wrote on sidst redigeret af
            #2334

            man kan se af dagsorden at de udbeder sig ekstra oplysninger i cirka halvdelen af de lignende sager, der er på. Så intet usædvanligt i det.

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            • G Offline
              G Offline
              GeorgeBest
              wrote on sidst redigeret af
              #2335

              Enig gentogen, og en måneds forsinkelse i forhold til det forventede er ligegyldigt. Men det skaber lidt usikkerhed i den måned vi venter...

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              • StockBullS Offline
                StockBullS Offline
                StockBull
                wrote on sidst redigeret af
                #2336

                Har lige modtaget JPM analysen. De har nu bull case for Darzalex salg i 2030 til 10,5Bn USD, base case 9,24Bn USD og Bear case 7,9Bn USD. Bull case 12 mdr target 1208, base 1145, bear 960.

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                • StockBullS Offline
                  StockBullS Offline
                  StockBull
                  wrote on sidst redigeret af
                  #2337

                  Mid’18 -MAIA –this trial is key for frontline use of Darzalex amongst US physicians, success no longer embedded in the share price

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                  • StockBullS Offline
                    StockBullS Offline
                    StockBull
                    wrote on sidst redigeret af
                    #2338

                    Mid’18 CASSIOPIEA –frontline transplant patients, interim read out from the induction phase of the trial which could set the bar for CAR-T based competitor approaches in frontline MM –although longer follow up from the maintenance setting required

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                    • StockBullS Offline
                      StockBullS Offline
                      StockBull
                      wrote on sidst redigeret af
                      #2339

                      Capital Markets Day –September 26th 2018 –We expect details on the progress of the proprietary pipeline as well as updates on Darzale

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                      • StockBullS Offline
                        StockBullS Offline
                        StockBull
                        wrote on sidst redigeret af
                        #2340

                        Late 2018/early 2018 –GRIFFIN Data could sneak into FY18 and possibly pull forward sales in US transplant patients

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                        • StockBullS Offline
                          StockBullS Offline
                          StockBull
                          wrote on sidst redigeret af
                          #2341

                          Feb 2019 –MorphoSys patent case –Jury trial is scheduled for February 2019 we include a 10% chance of a 7% royalty to MOR reducing the GEN royalties

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                          • JørgenVarnæsJ Offline
                            JørgenVarnæsJ Offline
                            JørgenVarnæs
                            wrote on sidst redigeret af
                            #2342

                            tak fr info stockbull

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                            • E Offline
                              E Offline
                              E_L
                              wrote on sidst redigeret af
                              #2343

                              what stduy are they referring to here? http://www.proinvestor.com/investornyt/538291/janssen-starter-nyt-studie-med-darzalex-og-pd-1-haemmer-i-solide-tumorer

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                              • StockBullS Offline
                                StockBullS Offline
                                StockBull
                                wrote on sidst redigeret af
                                #2344

                                Not sure but seem like a new Halmstraa

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                                0
                                • StockBullS Offline
                                  StockBullS Offline
                                  StockBull
                                  wrote on sidst redigeret af
                                  #2345

                                  I do not have access. Already used the 30 day free trial

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                                  • StockBullS Offline
                                    StockBullS Offline
                                    StockBull
                                    wrote on sidst redigeret af
                                    #2346

                                    favicon

                                    (specialty.mims.com)

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                                    • P Offline
                                      P Offline
                                      Plimsoller
                                      wrote on sidst redigeret af
                                      #2347

                                      EL. They are referring to a new study. https://clinicaltrials.gov/ct2/show/NCT03547037?term=daratumumab&draw=7&rank=58

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                                      • P Offline
                                        P Offline
                                        Plimsoller
                                        wrote on sidst redigeret af
                                        #2348

                                        Basically saying that Janssen also still believe there are possibilities with this combination.

                                        1 Reply Last reply
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                                        • E Offline
                                          E Offline
                                          E_L
                                          wrote on sidst redigeret af
                                          #2349

                                          thank you Plimsoller . We discussed that study here almost 3 weeks ago… journalists do your job properly or don´t do it al all…

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