Genmab — August 2018

[bibob]

God morgen. Dejlig artikel jkj.

[polle1]

God morgen

[E_L]

hey @StockBull , can you lift your limit a bit this week? I am getting a bit tired of it stopping at 1075... "22/8 13:30
by StockBull
1075 "

[StockBull]

@EL. TA looks good and with MAIA hopefully around the corner I see at at least 1300 provided the data is good. With the recent share price fall, potential success of the MAIA and CASSIOPIEA trials in frontline MM is no longer reflected. Therefore, positive read outs in coming weeks could be key catalysts as they could help to calm any competition concerns embedded in the present share price.

[Darvin]

Ser ud til at nogle lyttede efter Stockbull

[E_L]

yes, thanks Stockbull, keep talking

[JKY_VH]

Jep, fortsæt den gode stil SB

[StockBull]

Also Darzalex has shown some encouraging early data in Amyloidosis that also seems NOT reflected in present share price. Not sure how big the marked is but I recon it could be around 500 mil USD at least

[StockBull]

Also looking forward to update on RA at CMD that Genmab are hosting on 26th September at their new R&D headquarters in Utrecht, Netherland as well as how Genmab see the Darzalex market developing as well as a focus on the early stage proprietary programme including updates on Tisotumab Vedotin, AXL-ADC, CD3xCD20 and DR5:DR5 Hexabod

[StockBull]

Also we hopefully have in near future EMA 1st line approval.
Not sure I have anymore in my sleeve today

[kkjoel]

Ja, det er kønt brølet, SB. Keep up the good broeling

[JKY_VH]

SB 12:52 jeg mener at have set tal herinde svarende til 10% af MM-markedet.

[Bulder]

Lidt mere. MM estimat 2018 30.770 i USA. Amy 4500. http://amyloidosis.org/facts/al/

[Bulder]

Så hvis alt går vel, ligger der måske en lille BB i Amy.

[JKY_VH]

Tak Bulder og alt tyder jo på, at dara virker rigtig godt ift Amyloidosis.

[Helge_LarsenPI-redaktør]

https://play.borsen.dk/social/5b835bcab1ac14e30ab6d886

[nik_hs1990]

Tænker i resultater fra Mai studiet kan lande når som helst? Krydser selvfølgelig fingre og satser på gode data.

[pauly]

Ja når som helst, det er det vi venter på

[nik_hs1990]

Puha bliver spændende, mildest talt.

[Helge_LarsenPI-redaktør]

Måske en ny Genmab: https://borsen.dk/nyheder/virksomheder/artikel/1/367862/gammelt_genmab-hold_proever_boerslykken_i_usa_vil_rejse_knap_600_mio.html?utm_source=forside&utm_campaign=nyhed_12