Genmab — Maj 2019

[jkj]

sydbank,s forventninger

[jkj]

https://data.sydbank.dk/api/investment/sydbank/publications/file/110780

[jkj]

Det bliver ikke de kønneste tal at kigge på, så vi må håbe at de noget andet med i posen til os.

[bibob]

Ok analyse fra Sydbank. De er sjældent negative på Genmab.

[E_L]

interesting to read the transcript from Halo https://seekingalpha.com/article/4261245-halozyme-therapeutics-inc-halo-ceo-helen-torley-q1-2019-results-earnings-call-transcript?part=single
(by the way she thinks Analysts project sales this year of $2.7 billion)

[Vitus]

Så heller ikke mere bibob ....

[StockBull]

Syns da Sydbank er havlnegative m.h.t deres nettoresultat på 1.705 og 2.111 til forskel fra JPM som har 1.823 og 2.562 og konsensus endnu højere

[jkj]

ved vi hvad konsensus forventning er idag ?

[jkj]

Det er langt fra syd bank estimat på 588 / 8 mail dkr. som jeg syndes ikke virker urealistisk.

[Helge_LarsenPI-redaktør]

Genmab er med i denne analyse: http://www.proinvestor.com/debat/76852

[Helge_LarsenPI-redaktør]

Siden findes ikke

(borsen.dk)

[E_L]

Horizon Pharma is now Horizon Therapeutics plc. lol. Anyway, Continue to Expect Mid-2019 U.S. Biologics License Application (BLA) Submission for Teprotumumab . ( Teprotumumab has received Breakthrough Therapy, Orphan Drug and Fast Track designations from the FDA. If approved, teprotumumab would be the first and only approved treatment for active TED.) http://ir.horizontherapeutics.com/news-releases/news-release-details/horizon-therapeutics-plc-reports-strong-first-quarter-2019

[Plimsoller]

@ E L thank you. That is really good news.

[peter12]

Marshall Wace LLP holds a short position at 0.54 % in shares issued by Genmab A/S

[E_L]

New trial : Daratumumab, Ixazomib, & Dexamethasone With or Without Bortezomib in Patients With Newly Diagnosed Multiple Myeloma (DeRIVE) - https://clinicaltrials.gov/ct2/show/NCT03942224

[peter12]

De har nok skumle planer ...

[E_L]

I actually thought Ixazomib and bortezomib are sort of similar, both proteasome inhibitors , did not expect them to be used together

[Plimsoller]

https://borsen.dk/nyheder/virksomheder/artikel/1/381133/klar_til_genmabs_regnskab_omkostninger_og_forventninger_kommer_under_lup.html?utm_source=forside&utm_campaign=nyhed_08

[ienk1]

Marshall Wace LLP has reduced his short position to 303580 shares issued by Genmab A/S 14/02 2019

[Bulder]

E L, you can see the explanation in experimental arm II. They don't get isa and bor at the same time.