Genmab — August 2018
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Ved ikke rigtigt, det der er med til at gøre Dara til sådan en cashcow er f.eks. at det ikke helbreder patienterne, det gør dem kronisk syge. Havde det helbredt patienterne villle vi ikke kunne malke dem for penge i årevis. Så der er ikke en sådan simpel sammenhæng.
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Her er det nye studie med ADCT-301/Cami-T (various solid tumors). Tror ikke det var været vist her på sitet før. https://clinicaltrials.gov/ct2/show/NCT03621982?term=Daratumumab+OR+Ofatumumab+OR+Tisotumab+OR+Camidanlumab+OR+HuMax-AXL-ADC&lupd_s=08%2F08%2F2018&lupd_e=08%2F12%2F2018&rank=4
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Winkel er glad for Immatics-aftalen: So we think that combining the expertise and the knowledge of both of these companies can really move us into unlocking solid cancers for very effective T-cell mediated tumor cell killing. This is not being shown now with any other approach, neither CAR T, neither other CD3 bispecifics up to this moment.
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Mere: I actually looked at this for a very long time. I can tell you that we have compared at least six other companies' technologies with what Immatics was doing, and we reached the conclusion that is this is basically the absolute front-runner in this new area.
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Har lige kopieret nogle tal fra en skribent fra et andet forum.
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Ser tallene ikke ret høje ud?
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År 2019 2020 2021 2022
Omsætning i mia kr 4.2 6.2 7.1 8.3
Royalities i mia kr 3.3 5.4 6.6 7.8
Milestones i mil kr 600 600 270 360
Netto indkom -
Udfra tallene vurderer han kursen således: 2020 (kurs 2200), 2021 (kurs 2500), 2022 (kurs 3200).
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Virker som alt for højt. Langt størstedelen af værdien er udelukkende salg af Dara.
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Synes dog kursmålene er noget overvurderede. Fir at vi skal så langt op, skal vi vel have mere end Dara i mm. Synes pipeline for nuværende er for tynd til, at vi kan tilregne den store værdi.
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Stockbull.. De fine kurstargets du løbende bidrager med, er det udelukkende udfr salg af Dara i mm??
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