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Genmab — Januar 2019

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • E Offline
    E Offline
    E_L
    wrote on sidst redigeret af
    #2596

    can't see anything new really in the Novartis report, confirmation that - the Phase III program for
    OMB157 in relapsing MS
    is fully enrolled and is on track for completion in 2019.
    In addition, a registration study for Japan was initiated
    in March 2018.

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    • E Offline
      E Offline
      E_L
      wrote on sidst redigeret af
      #2597

      i think we knew that

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      • L Offline
        L Offline
        lahn1
        wrote on sidst redigeret af
        #2598

        07:42 - optimisme der sætte JW til vægs.

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        • L Offline
          L Offline
          lahn1
          wrote on sidst redigeret af
          #2599

          sætte=sætter

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          • JørgenVarnæsJ Offline
            JørgenVarnæsJ Offline
            JørgenVarnæs
            wrote on sidst redigeret af
            #2600

            Ang Novartis, så har begge ASCLEPIOS studier primary completion i maj måned

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            • E Offline
              E Offline
              E_L
              wrote on sidst redigeret af
              #2601

              (not a Genmab specific article:)
              Following the M&A money, by phase and therapy area - http://www.evaluate.com/vantage/articles/data-insights/ma/following-ma-money-phase-and-therapy-area

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              • StockBullS Offline
                StockBullS Offline
                StockBull
                wrote on sidst redigeret af
                #2602

                Morn 🙂

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                • Helge_LarsenPI-redaktørH Offline
                  Helge_LarsenPI-redaktørH Offline
                  Helge_LarsenPI-redaktør
                  wrote on sidst redigeret af
                  #2603

                  Tak Sukker.

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                  • StockBullS Offline
                    StockBullS Offline
                    StockBull
                    wrote on sidst redigeret af
                    #2604

                    JV. Mener nu de siger mid-2019, men det kan så måske godt i best case ske i Maj men vel også trække ut til Q3

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                    • StockBullS Offline
                      StockBullS Offline
                      StockBull
                      wrote on sidst redigeret af
                      #2605

                      3Q’19 Clinical data Ofatumumab MS ↑↑/↓ Phase III (ASCLEPIOS I +II) data

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                      • StockBullS Offline
                        StockBullS Offline
                        StockBull
                        wrote on sidst redigeret af
                        #2606

                        )
                        1H'19 Clinical data Darzalex + RVd 1L MM ↑↑/↓↓↓ Phase II data from the GRIFFIN trial of Darzalex plus RVd vs. RVd
                        Mid’19 Clinical data Ofatumumab r/r MS ↑↑/↓↓ Phase III pivotal topline data from ASCLEPIOS I & II in MS
                        Mid’19 Clinical data Darzalex r/r MM ↑↑/↓↓↓ Phase III data from the COLUMBA study of SubQ vs. IV Darzalex

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                        • JørgenVarnæsJ Offline
                          JørgenVarnæsJ Offline
                          JørgenVarnæs
                          wrote on sidst redigeret af
                          #2607

                          Tak for M&A artikel EL. Interessant sammenholdning over tid og udviklingsfase

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                          • E Offline
                            E Offline
                            E_L
                            wrote on sidst redigeret af
                            #2608

                            i wished i had a Genmab M&A article JV, i am getting a bit tired of the big downswings... (even though we know from experience they often prelude to big jumps…)

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                            • P Offline
                              P Offline
                              polle1
                              wrote on sidst redigeret af
                              #2609

                              Oh no EL, not you too... (re. the discussion about being either pessimistic or postive)

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                              • JørgenVarnæsJ Offline
                                JørgenVarnæsJ Offline
                                JørgenVarnæs
                                wrote on sidst redigeret af
                                #2610

                                Yup. We’ve seen this before. Could be BlackRock reducing further and depressing the price in the process. On the other side there is usually a jump

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                                • E Offline
                                  E Offline
                                  E_L
                                  wrote on sidst redigeret af
                                  #2611

                                  tired polle, not pessimistic 😉

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                                  • StockBullS Offline
                                    StockBullS Offline
                                    StockBull
                                    wrote on sidst redigeret af
                                    #2612

                                    Yes, will be interesting to see January shareholder numbers if Blackrock still reducing and others picking up.

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                                    • E Offline
                                      E Offline
                                      E_L
                                      wrote on sidst redigeret af
                                      #2613

                                      yea, i see BlackRock has also cut its holding in Danske Bank below 5%, maybe they are reducing Denmark

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                                      • StockBullS Offline
                                        StockBullS Offline
                                        StockBull
                                        wrote on sidst redigeret af
                                        #2614

                                        Vanguard 16.63
                                        Artisan 8.23
                                        Wellington 3.02
                                        Blackrock 2.72
                                        Fidelity 2.07
                                        Oppenheimer 1.34
                                        Old mutual 0.79
                                        Lasard 1.37
                                        Federated 0.96
                                        37.13
                                        This is per 31 Dedc. 2018

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                                        • S Offline
                                          S Offline
                                          Sukkeralf
                                          wrote on sidst redigeret af
                                          #2615

                                          Svag svag svag

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                                          0

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