Genmab — November 2018

[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?

[E_L]

also ok

[peter12]

Ok dem der progresser på Revlimid får dara Derfor er der ikke stor forskel på OR ?

[peter12]

OS sorry

[peter12]

Godt det ikke er mig der skal være prøveklud

[StockBull]

@Lego,17.05. Vel naturligt der skal nyt til fra pipelinen for Darzalex er ikke en evighedsmaskine. Selv Jan siger at udviklingen indenfor cancer går ufattelige hurtigt så hvis Genmab ikke er hurtige nok er det jo lidt som at skyde sig selv i foden med en sådan udtalelse. Pesoonlige tror jeg Jan har en god case men det tror markedet tilsynelanende ikke

[Helge_LarsenPI-redaktør]

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