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Genmab — Februar 2019

Planlagt Fastgjort Låst Flyttet Genmab
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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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                                    • 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 🙂

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                                        • B Offline
                                          B Offline
                                          bibob
                                          wrote on sidst redigeret af
                                          #1162

                                          God morgen. 🙂

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