Genmab — April 2019

[StockBull]

Antager vı Q1 er paa lınıe med konsensus er det saa PE 40 markedet mener Genmab skal handles. Skuffer Q1 og lander vı paa 10% under konsensus er det saa PE40 vı snakker. Og omvendt lander vı 10% over konsensus er det saa PE 60 vı skal op paa. Ja jeg ved det ıkke men personlıgt tror jeg vı kommer tıl at svınge mellem PE 40 tıl 60 ı aar. Saa ved 60 kunne man smıde lıdt og forsoege at samle op omkrıng PE40. Beholde de lange og have 50% som man swıngtrader eksempelvıs CFDer. Saa hvıs du har

[StockBull]

eksempelvıs 500 genmab aktıer ı den lange saa koeb 250 cfder ved PE 40 og fyr dem af ved PE50-60 stykker for at maksımere ens profıt

[StockBull]

Genmab svınger nemlıg meget saa det er en god maade at maksımere ens profıt paa samtıdıg med man ıkke blıver saa fustreret naar Genmab dykker

[StockBull]

Specıelt nu hvor Genmab er ı optrend ıgen tror jeg godt man kan lave en ekstra skıllıng paa lıdt kalkuleret swıngtradıng

[StockBull]

korektıon tıl 08.29. Hvıs salg er paa lınıe med konsensus er det saa PE50 vı snakker om.

[StockBull]

Kommer der lıdt mere focus paa pıpelınen og en stor partneraftale saa tror jeg faktısk godt Genmab kan rykke op omkrıng PE 60 ıgen og saa vıl kursen sparke roev

[StockBull]

selvfoelgelıg kombıneret med gode ( lıdt bedre end konsensus) salgstal

[E_L]

Celebrating 20 Years http://www.genmab.com/careers/celebrating-20-years

[E_L]

the Technology appraisal guidance [by NICE was published , where you can see how they got to their decision in plain language https://www.nice.org.uk/guidance/ta573/chapter/Recommendations

[E_L]

Amgen is still working on this Anti-CD38/CD3 Bispecific T Cell-Recruiting Antibody ( https://www.ncbi.nlm.nih.gov/pubmed/30918018 ) ; just out of
interest, does anyone know if Genmab would still be allowed to work on duo or hexa bodies including CD38? or is this excluded via the JNJ dara deal?

[Sukkeralf]

I think Jan have been asked these kind of questions before - and his answer was that ADC is not the way forward and when you something that works that well as dara does its better to go after other targets........and thats what Janssen does. So I dont think its relevant

[Sukkeralf]

That should maybe be hexaboost as life cicle management

[E_L]

well, yes, that would be an interesting development; are you thinking a HexaDara to increase patent life and some extra Hexa licencing money? I like it

[Bulder]

Well, the question was about bispecifics. Genmab has out-licensed Daratumumab, not CD38. So I would guess that Genmab is free to pursue CD38 as any other company is.

[Sukkeralf]

But I thin the main problem is that Dara is so good that its hard to compete.........and when you get to the market you will maybe soon face dara without patent protection

[E_L]

true. I was just thinking how it could completely change the relationship with JNJ if Genmab could develop an improved duo or hexa. but i guess it is more a hypothetical question

[E_L]

it sure would change the perspective on a take-over

[Sukkeralf]

Im sure they cant use dara for that - and dara was a quite unique antibody found among 70 or 90 antibodies they maked against CD38. So the problem would also be that they probably should use an less optimal antibody and then you behind from the beginning.

[Bulder]

They already have the bcma x cd3 duo in MM going with Janssen. So they'll probably stick to that. Is a hex cd38 possible?

[Sukkeralf]

In the early days Genmab presented CD38 hexaboosted - but the was not dara if I remember correctly - and dara already has good CDC