Genmab — December 2018

[Darvin]

Just a moment...

(www.onclive.com)

[E_L]

what does borsen say?
https://borsen.dk/nyheder/virksomheder/artikel/1/373397/genmabs_darzalex_tredobler_andel_af_kraeftfrie_i_maia-studie.html?utm_source=dlvr.it&utm_medium=twitter&utm_campaign=rss_feed

[Plimsoller]

The MRD- measuring method was conservative

[Solsen]

24 vs 7 er jo en firdobling. Passer godt med 40-60 af CR er MRD. Men analytikerne skal nok få et problem ud af det. Ikke et problem for mig som simpel investor

[Plimsoller]

Other than that it is the same as the articles which you linked to E L

[Solsen]

PFS is estimated byond five years.

[E_L]

ok, thanks

[Bulder]

Når man får set sig lidt omkring, er det oplagt at 50% MRD-neg i denne population er ren fantasi. Forstår virkelig ikke hvordan Winkel er kommet på den tanke. Sammenlignet med Rd's 7% er de 27% jo aldeles fremragende.

[peter12]

Ja 24%. Især når de holder længere

[OHW]

men hvis folk forventer 50% så er det jo en skuffelse

[Bulder]

ok, så 24 da

[OHW]

Tør ikke tænke på, hvad Novod kan få ud af denne præsentation..;-)

[Solsen]

Could be nice to se PFS triple to 90 month.

[Solsen]

Yes Novod can make a story out of that. But at the end of the day its so simple.

[E_L]

yes, he should have just said nothing and everyone would have been happy. But the comments from yesterday were already a clear hint it would not be that high

[Solsen]

Data are very good and KOL knows that. To hell with analyst.

[E_L]

[Bulder]

Novod har allerede skrevet at: we believe that expectations are for a MRD negativity rate in MAIA for DRd of at least 30-40% and hence it could be a disappointment if data does not live up to that.

[Bulder]

Men hvordan markedet ser på det, får vi at vide i morgen.

[OHW]

ja der er lagt kakkelovnen til en meget kritisk bedømmelse fra Novod...very good data but not great..så, døde penge endnu en tid?