Genmab — Juni 2019
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God morgen.
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Solsen 15-55. Børsen skriver som vinden blæser
Men vi er da enige om Genman ikke skal handles på normal PE værdi som vel ligger omkring 15 til 20 ?? Personligt synes jeg 70 var for vildt i 2015 og vi ser jo også et kursfald fra 1500 til 1000 og de sidste par år har PE svinget mellem 40-60. Fremadrettet vil jeg tro PE vil søge ned mod 30 i takt med markeds cap stiger og jo tættere vi kommer på peaksales jo længere skal PE ned for at ende under 25 forudsat pipelinen indeholder guldkorn -
@ 07:21 we are getting some early data on the SC DARA + CyBorD AL amyloidosis.trial. early, but ORR 96% , VGPR 82%; 36% CR
https://learningcenter.ehaweb.org/eha/2019/24th/267458/raymond.l.comenzo.subcutaneous.daratumumab.2B.cyclophosphamide.bortezomib.and.html?f=listing%3D0*browseby%3D8*sortby%3D1*search%3Ddaratumumab%2Bamyloidosis -
Thanks EL. Funny that the date on the paper is june 15 2019
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Pyha, vinden blæser ikke vores vej
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Var det ikke 12000 pts i denne gruppe. Ninlaro fra Takeda stoppede netop en fase 3 i denne indikation i går https://finance.yahoo.com/news/takeda-provides-tourmaline-al1-phase-203000255.html
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