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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
    #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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                              • Helge_LarsenPI-redaktørH Offline
                                Helge_LarsenPI-redaktørH Offline
                                Helge_LarsenPI-redaktør
                                wrote on sidst redigeret af
                                #1160

                                God morgen. 🙂

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                                • P Offline
                                  P Offline
                                  Plimsoller
                                  wrote on sidst redigeret af
                                  #1161

                                  God morgen 🙂

                                  1 Reply Last reply
                                  0
                                  • B Offline
                                    B Offline
                                    bibob
                                    wrote on sidst redigeret af
                                    #1162

                                    God morgen. 🙂

                                    1 Reply Last reply
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                                    • P Offline
                                      P Offline
                                      polle1
                                      wrote on sidst redigeret af
                                      #1163

                                      God morgen og god dag 🙂

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                                      • Farfar1952F Offline
                                        Farfar1952F Offline
                                        Farfar1952
                                        wrote on sidst redigeret af
                                        #1164

                                        favicon

                                        (www.thepharmaletter.com)

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                                        • Farfar1952F Offline
                                          Farfar1952F Offline
                                          Farfar1952
                                          wrote on sidst redigeret af
                                          #1165

                                          Måske har den været vist. Min søn siger det ser spændende ud. Han er læge og PhD indenfor børnecancer

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                                          0

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