Genmab — November 2018

[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]

Just a moment...

(www.proinvestor.com)

[Tandfeen-2]

Det Jan skriver her”Jan Van de Winkel
Revenue DKK 1.789 bn up DKK 441 Mio. Expenses DKK 1.130 bn, up DKK 423 (or DKK 282 after reimbursement from partners). Operating result DKK 659 mio, up DKK 18 mio and net result DKK 638 mio, up DKK 320 mio...”

[Tandfeen-2]

Gør vel også at net resultat for 2018 ml 1200-1500 mio kr bliver svært at nå, eller hvad siger I

[Tandfeen-2]

Rettelse:
årsmål var 1300-1500 mio kr

[Tandfeen-2]

Så skal der tjenes 662 mio kr i q4. Er det realistisk? Hvor meget milestone mangler det?

[mobbyduck1]

der mangler ihvertfald en på omkring 50 millioner dollars, men det kræver, at vi når over 2B $ inden nytår

[bikube]

Mens vi ligger og roder rundt med kurser på Gen mellem 900 - 1000, satte JnJ igår ny ATH. De falder så idag, men det er en helt anden årsag: JnJ cannnot prevent sales of generic Zytiga. Mylan, Teva og Hikma er alle klar med godkendte midler.