Genmab — November 2018

[gentogen]

I forskellige scenarier vurderer Peter Verdult, at aktiekursen kan svinge mellem 708 og 1902 afhængig af hvor meget salg, der skabes med Darzalex og hvor meget succes, der ellers er i porteføljen af udviklingsprojekter i Genmab

[Bulder]

Ja, ret utroligt. Jo mere risikoen fjernes jo mere skeptisk er Citi

[gentogen]

Jeg gætter også på at kursen vil ligge imellem 0 og 10.000...

[Bulder]

De næste to vindere kan vel kun være TV og Ena V (axl)?

[Bulder]

Ok, så hvis dara ikke slår igennem i 1. linje i US, så 700? ellers 1900?

[E_L]

whichever one it will be ; his answer gave confidence they will carefully consider HOW to take it further. They know their limitations.

[E_L]

411,025 shares BOUGHT today

[Legolas23]

Jeg husker stigningen fra 900 i early days, og der kunne finanshusene slet ikke følge med op over 1400, men alle kom alligevel med kursmål over 1400. Nu hvor Dara ser ud til at blive backbone i mm og potentielt langt overstiger alles forestillinger så kan alle pludselig slet ikke se upside, med mindre der kommer nyt fra pipelinen.

[Sibelius]

@EL: I think OWH would reframe that to 411,025 shares SOLD
today

[nohope]

Jeg tror det var min skyld den røg i knap 1500 i 2017. Det hype med at Dara skulle tilsættes drikkevandet fik folk til at gå amok. Undskyld.

[nohope]

Ok. Seriøst tror jeg mere at det var ideen om at det kunne bruges i solide tumorer der hev den op.

[E_L]

haha, i was waiting for that reply

[E_L]

" The Ash late-breakers unveiled yesterday offer some hope of a turnaround for Genmab.." also on the OS discussion we had earlier http://www.evaluate.com/vantage/articles/events/conferences/ash-2018-preview-blood-cancers-offer-biotech-chance-redemption

[Bulder]

A repetition of our OS debate. As Winkel said today: Deepening responses correlates with survival. Så that's what we hope for. And expect.

[E_L]

yes, the issue is that this will take time to prove

[Bulder]

But patients can't wait until that issue is clear. In the meantime dara has superior PFS.

[Bulder]

Can't wait to hear doctors' comments during ASH on this subject.

[E_L]

yes, i mean we heard Rajkumar, but i have also seen comments like "we have a new SOC"

[E_L]

but given this discussion, i now realise how important it will be to have the late breaker, to explain and discuss with MD's (i thought with this data it would have been a slam dunk)

[Bulder]

home run?