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Genmab — Februar 2019

Planlagt Fastgjort Låst Flyttet Genmab
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  • Helge_LarsenPI-redaktørH Offline
    Helge_LarsenPI-redaktørH Offline
    Helge_LarsenPI-redaktør
    wrote on sidst redigeret af
    #1140

    Genmab og C20 faldt synkront.

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    • Helge_LarsenPI-redaktørH Offline
      Helge_LarsenPI-redaktørH Offline
      Helge_LarsenPI-redaktør
      wrote on sidst redigeret af
      #1141

      Just a moment...

      favicon

      (www.proinvestor.com)

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      0
      • P Offline
        P Offline
        pauly
        wrote on sidst redigeret af
        #1142

        Helge du er i EB i dag 😉 Men det vidste du nok

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        • JørgenVarnæsJ Offline
          JørgenVarnæsJ Offline
          JørgenVarnæs
          wrote on sidst redigeret af
          #1143

          hæh - sjovt som den økonomiske verden kan vendes på hovedet i løbet af ingen tid. Var de tal kommet for 1 måned siden, var aktierne steget som følge af at vi så ikke ville se flere rentestigninger. I dag forventer vi ikke flere stigninger i renten - så derfor falder vi...

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          • Helge_LarsenPI-redaktørH Offline
            Helge_LarsenPI-redaktørH Offline
            Helge_LarsenPI-redaktør
            wrote on sidst redigeret af
            #1144

            Tak Pauly. Det er et pænt foto. 🙂

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            • P Offline
              P Offline
              pauly
              wrote on sidst redigeret af
              #1145

              Nydeligt - Kender godt til endokardit så passer på tænderne selv, har også hjerte problemer ser du. Godt de er så dygtige de kære læger.

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              • Helge_LarsenPI-redaktørH Offline
                Helge_LarsenPI-redaktørH Offline
                Helge_LarsenPI-redaktør
                wrote on sidst redigeret af
                #1146

                Ja...Det er betryggende.

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                • E Offline
                  E Offline
                  E_L
                  wrote on sidst redigeret af
                  #1147

                  http://www.evaluate.com/vantage/articles/data-insights/other-data/sellsides-mid-term-forecast-sunny-few-hints-rain EvaluatePharma’s current consensus forecasts for 2022 vs end of 2017 , undortunate spot for Dara in that list

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                  • E Offline
                    E Offline
                    E_L
                    wrote on sidst redigeret af
                    #1148

                    just looking at back at their 2017 World Preview, they had Dara at $5.833bn in 2022. So that would suggest consensus is now just over $5bn for 2022.

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                    • B Offline
                      B Offline
                      bibob
                      wrote on sidst redigeret af
                      #1149

                      So we have to disapoint them. How hard could that be. 🙂

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                      • E Offline
                        E Offline
                        E_L
                        wrote on sidst redigeret af
                        #1150

                        the lower the forecast , the easier it gets 😉

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                        • JørgenVarnæsJ Offline
                          JørgenVarnæsJ Offline
                          JørgenVarnæs
                          wrote on sidst redigeret af
                          #1151

                          hmm - could be a result of the solids

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                          • E Offline
                            E Offline
                            E_L
                            wrote on sidst redigeret af
                            #1152

                            BCMA directed CART in #myeloma. Impressive initial responses but not very durable even in very good responders. https://twitter.com/graham74GC/status/1096026439449743360

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                            • BulderB Offline
                              BulderB Offline
                              Bulder
                              wrote on sidst redigeret af
                              #1153

                              De 800 mio vindes ind igen (hvis de overhovedet tabes), når dara+cybord er på markedet mod amyloidosis i 2022.

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                              • SolsenS Offline
                                SolsenS Offline
                                Solsen
                                wrote on sidst redigeret af
                                #1154

                                Yes BCMA is good but Dara/CD38 are even better. Optimal partner i every combi. Funny to see ex Abbvie putting a lot of money in BCMA target.

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                                • E Offline
                                  E Offline
                                  E_L
                                  wrote on sidst redigeret af
                                  #1155

                                  I don't want to start another 'solid' discussion, but, uhm, should i read anything into the fact that Rachel is retweeting this "...…the first trials with INCB001158 are in solid tumors. Will be interesting to see, IF this Multiple Myeloma trial works with Daratumumab, if INCY will try them together in solids also."
                                  https://twitter.com/EgidiusLambrech/status/1096006399191064576

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                                  • SolsenS Offline
                                    SolsenS Offline
                                    Solsen
                                    wrote on sidst redigeret af
                                    #1156

                                    Måske en interessant aktie CALA med marketcap på under $200 mln

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                                    • SolsenS Offline
                                      SolsenS Offline
                                      Solsen
                                      wrote on sidst redigeret af
                                      #1157

                                      Et nærmere studie værd.

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                                      • StockBullS Offline
                                        StockBullS Offline
                                        StockBull
                                        wrote on sidst redigeret af
                                        #1158

                                        Morn 🙂

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                                        • StockBullS Offline
                                          StockBullS Offline
                                          StockBull
                                          wrote on sidst redigeret af
                                          #1159

                                          Consensus 5bn 2022 seems low but of-course explains the low share price. JPM estimate 3,127 for 19, 4,504bn for 20 and 5,308bn usd for 2021. Thus some share price up-site if JPM figures will materialize.

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