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Genmab — Juni 2018

Planlagt Fastgjort Låst Flyttet Genmab
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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

                1 Reply Last reply
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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…

                                  1 Reply Last reply
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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
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                                    • 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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                                        0
                                        • 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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                                          0

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