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Genmab — Juni 2018

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • StockBullS Offline
    StockBullS Offline
    StockBull
    wrote on sidst redigeret af
    #2329

    Og det er en draft agenda. D.v.s final agenda er ikke offentligjort

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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. 🙂

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        • 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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                                  • 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.

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