Genmab — Juni 2019
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Priority review.. “positiv men kursneutral”.. Maia, som jeg forstår det, er også positiv men stort set kursneutral..Er der nogen der kan forklare, hvad en positiv og kurs stigende nyhed kunne være? Venter vi kun på at salget stiger mod de 10 mia som planlagt, SC og så pipeline? Eller er der andre og måske kortsigtede kurstriggere?
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Jo mere "sikker" Peaksales på 10mia bliver jo hurtigere vil kursen stige. MAIA er et skridt på den vej og derfor vil kursen også stige i.f.m godkendelse. Hvis det var 100% sikkers peaksales vil nå 10 mia ville kursen jo allerede nu ligge over 2500kr
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Jazz her er Novods Key upside risks: "A restart of the solid tumour trials after review of the data;
faster-than-expected approval of MAIA 1L MM label expansion; failure of
competing CAR-T drugs in MM; strong early-stage pipeline data and potential
M&A with Genmab as a target."
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