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Genmab — April 2019

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • J Offline
    J Offline
    jkj
    wrote on sidst redigeret af
    #706

    ja

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    0
    • nohopeN Offline
      nohopeN Offline
      nohope
      wrote on sidst redigeret af
      #707

      Kan ikke lige huske det - var det noget, der påvirkede kursen - sådan nævneværdigt ?

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      0
      • J Offline
        J Offline
        jkj
        wrote on sidst redigeret af
        #708

        Ja q 3 sidste år og året før store diskusioner her på siden

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        0
        • V Offline
          V Offline
          Vitus
          wrote on sidst redigeret af
          #709

          Mon ikke mange er skuffede over kursudviklngen lige nu ?

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          • SolsenS Offline
            SolsenS Offline
            Solsen
            wrote on sidst redigeret af
            #710

            Ting tager tid i pharma. En CD3 x CD20 deal kan løfte os ud af spændetrøjen 1200 dkk.

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            • P Offline
              P Offline
              peter12
              wrote on sidst redigeret af
              #711

              J&J nævnte i deres webcast at der havde været prispres i pharma i kvartalet,
              men nævnte dara som en af grundene til det opdatere forecast for 2019

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              0
              • H Offline
                H Offline
                hda
                wrote on sidst redigeret af
                #712

                Tyder vel på at de forventer Maia godkendelse lige om lidt? Eller hvad? Blev der sagt noget om det?

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                • P Offline
                  P Offline
                  peter12
                  wrote on sidst redigeret af
                  #713

                  Nej det blev ikke nævnt

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                  0
                  • G Offline
                    G Offline
                    gentogen
                    wrote on sidst redigeret af
                    #714

                    Ny Janssen bispecific: https://clinicaltrials.gov/ct2/show/NCT03915379?term=JNJ-67571244&rank=1

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                    0
                    • E Offline
                      E Offline
                      E_L
                      wrote on sidst redigeret af
                      #715

                      Dara still the fastest growing product in that JNJ earnings report; no other comes close to 51.3%. JNJ +3% and Genmab +

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                      • E Offline
                        E Offline
                        E_L
                        wrote on sidst redigeret af
                        #716

                        oh well...
                        😉

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                        0
                        • E Offline
                          E Offline
                          E_L
                          wrote on sidst redigeret af
                          #717

                          @gentogen something they developed alone?

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                          0
                          • G Offline
                            G Offline
                            gentogen
                            wrote on sidst redigeret af
                            #718

                            EL - I have not been able to find any information

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                            0
                            • E Offline
                              E Offline
                              E_L
                              wrote on sidst redigeret af
                              #719

                              no, cant see it either...

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                              0
                              • E Offline
                                E Offline
                                E_L
                                wrote on sidst redigeret af
                                #720

                                "Two drugs stood out in boosting J&J’s results with better-than-expected sales. Anti-inflammatory treatment Stelara revenue increased to $1.41 billion from $1.06 billion, surpassing estimates of $1.36 billion. Multiple myeloma drug Darzalex increased to $629 million from $432 in the same time last year. Analysts had expected $627.7 million." cnbc https://www.cnbc.com/2019/04/16/johnson-johnson-q1-2019-earnings.html

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                                • E Offline
                                  E Offline
                                  E_L
                                  wrote on sidst redigeret af
                                  #721

                                  it seems the JNJ analysts always estimate slightly lower on Dara as the Genmab analysts

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                                  0
                                  • BulderB Offline
                                    BulderB Offline
                                    Bulder
                                    wrote on sidst redigeret af
                                    #722

                                    4 dage i rap med nedtur, hvor indexene er steget 3 af de 4. Og JnJ stiger bl.a. pga godt Darzalex-salg. Suk

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                                    0
                                    • BulderB Offline
                                      BulderB Offline
                                      Bulder
                                      wrote on sidst redigeret af
                                      #723

                                      Var der ikke en avis, der her forleden fablede om opjustering?

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                                      0
                                      • H Offline
                                        H Offline
                                        hda
                                        wrote on sidst redigeret af
                                        #724

                                        https://borsen.dk/nyheder/avisen/artikel/11/223318/artikel.html?hl=YToxOntpOjA7czoxMToib3BqdXN0ZXJpbmciO30,

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                                        0
                                        • H Offline
                                          H Offline
                                          hda
                                          wrote on sidst redigeret af
                                          #725

                                          Retteligt er der vist tale om opjustering i forbindelse med Genmabs
                                          regnskabsaflæggelse i maj.

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                                          0

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