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Genmab — Februar 2019

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • T Offline
    T Offline
    Teller
    wrote on sidst redigeret af
    #1463

    3mia salg får Genmab 450
    mio

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    • T Offline
      T Offline
      Teller
      wrote on sidst redigeret af
      #1464

      3,5mia salg får Genmab 550
      mio

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      • T Offline
        T Offline
        Teller
        wrote on sidst redigeret af
        #1465

        mon ikke guide ligger i dette interval 3,0 - 3,5

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        • E Offline
          E Offline
          E_L
          wrote on sidst redigeret af
          #1466

          apparantly for TV they "are also developing a test to pick out the patients most likely to respond". I had not seen that yet. That is interesting, if that works and they only target those pre selected patients, response rate could improve significantly. (from https://www.thethings.com/new-cancer-drug-successfully-treats-six-different-types-lethal-tumors/ )

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          • T Offline
            T Offline
            Tandfeen-2
            wrote on sidst redigeret af
            #1467

            Ved 3 mia. Plus sandsynlig milestone på 100 mio$

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            • T Offline
              T Offline
              Tandfeen-2
              wrote on sidst redigeret af
              #1468

              Derfor ca 3,5 mia D.kr ved 3

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              • T Offline
                T Offline
                Tandfeen-2
                wrote on sidst redigeret af
                #1469

                Mia salg og dollar 6,5

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                • DarvinD Offline
                  DarvinD Offline
                  Darvin
                  wrote on sidst redigeret af
                  #1470

                  Very interesting EL - Thank´s

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                  • T Offline
                    T Offline
                    Teller
                    wrote on sidst redigeret af
                    #1471

                    Jeg har naturlivis ikke medtaget milestone i tal for royalties, evt. milestone betalinger skal tillægges de samlede indtægter.

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                    • S Offline
                      S Offline
                      Sukkeralf
                      wrote on sidst redigeret af
                      #1472

                      E L - thats the clever way to do it if possible. Lets hope they take the same way forward with Enapotamab - BergenBio for instance is developing a biomarker companion diagnostic for AXL and its seems to work. They will use it in the coming possible pivotal trials

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                      • L Offline
                        L Offline
                        lahn1
                        wrote on sidst redigeret af
                        #1473

                        JV - Tak !

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                        • E Offline
                          E Offline
                          E_L
                          wrote on sidst redigeret af
                          #1474

                          ok, interesting. surely Genmab will try to replicate that (Q&A question?)

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                          • P Offline
                            P Offline
                            Plimsoller
                            wrote on sidst redigeret af
                            #1475

                            Link Preview Image
                            Siden findes ikke

                            favicon

                            (borsen.dk)

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                            • S Offline
                              S Offline
                              Sukkeralf
                              wrote on sidst redigeret af
                              #1476

                              Yes a Q&A question if nothing in CC or annual report

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                              • P Offline
                                P Offline
                                peter12
                                wrote on sidst redigeret af
                                #1477

                                I think the TF test already exist ? At least in Google land

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                                • JørgenVarnæsJ Offline
                                  JørgenVarnæsJ Offline
                                  JørgenVarnæs
                                  wrote on sidst redigeret af
                                  #1478

                                  jeg har lagt lidt recepttal og forecasts for dara I debatten

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                                  • P Offline
                                    P Offline
                                    peter12
                                    wrote on sidst redigeret af
                                    #1479

                                    Men så mangler der 1.linie salget i US

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                                    • E Offline
                                      E Offline
                                      E_L
                                      wrote on sidst redigeret af
                                      #1480

                                      @peter12 I am not seeing it? example pls?

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                                      • BulderB Offline
                                        BulderB Offline
                                        Bulder
                                        wrote on sidst redigeret af
                                        #1481

                                        Tak JV. Jeg fornemmer du forventer Maia godkendelse i Q1. Jeg har kun en bønne mere salg end dig. Men 1,6 mia er også godt nok. Hvis row arter sig kommer vi over 3 mia ww.

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                                        • JørgenVarnæsJ Offline
                                          JørgenVarnæsJ Offline
                                          JørgenVarnæs
                                          wrote on sidst redigeret af
                                          #1482

                                          jep - problemet med approvals (rent forecastmæssigt), er at de typisk giver et bump. Og det er lidt svært at få ind i tallene

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