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Genmab — Juni 2018

Planlagt Fastgjort Låst Flyttet Genmab
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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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                            • 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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                              • I Offline
                                I Offline
                                Investor13
                                wrote on sidst redigeret af
                                #2350

                                Er vi ikke enige om, at godkendelsen vi venter på, som muligvis er rykket, er den vi har fået i hus i US?

                                1 Reply Last reply
                                0
                                • I Offline
                                  I Offline
                                  Investor13
                                  wrote on sidst redigeret af
                                  #2351

                                  Så er der vel ingen fare på færde?

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                                  • S Offline
                                    S Offline
                                    Sukkeralf
                                    wrote on sidst redigeret af
                                    #2352

                                    Jo og nej

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                                    • S Offline
                                      S Offline
                                      Sukkeralf
                                      wrote on sidst redigeret af
                                      #2353

                                      eller rettere formentlig nej - man kan dog aldrig vide sig sikker

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                                      • I Offline
                                        I Offline
                                        Investor13
                                        wrote on sidst redigeret af
                                        #2354

                                        Forstår ikke bekymringen så?

                                        1 Reply Last reply
                                        0
                                        • I Offline
                                          I Offline
                                          Investor13
                                          wrote on sidst redigeret af
                                          #2355

                                          Måske lidt lavere salg i år, men intet betydningsfuld på den lange bane.

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                                          0

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