Genmab — Juni 2019

[StockBull]

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

[Bella1]

En grøn dag truer....

[E_L]

@ 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

[E_L]

also https://learningcenter.ehaweb.org/eha/2019/24th/267016/yael.c.cohen.real.world.data.on.the.efficacy.and.safety.of.daratumumab.for.html?f=listing%3D0*browseby%3D8*sortby%3D1*search%3Ddaratumumab%2Bamyloidosis

[Tandfeen-2]

Thanks EL. Funny that the date on the paper is june 15 2019

[E_L]

that is when it will be presented at EHA conference

[Solsen]

Enig StockBull…

[Tandfeen-2]

Pyha, vinden blæser ikke vores vej

[Solsen]

The link is empty from EHA ?

[bibob]

Vinden har det med at vende.

[Solsen]

This is significant news I belive !

[Solsen]

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

[Solsen]

More $bn to Dara

[bibob]

Lets hope so.

[E_L]

can you not get the EHA abstracts from those links?

[Solsen]

Yes on my Ipad not my PC. Thanks !

[E_L]

ok. saw these tweets earlier this week from a big kidney conference in the Uk, assuming they are using the same data https://twitter.com/jeremyblevy/status/1135951536822128640 https://twitter.com/jeremyblevy/status/1135953801477873665

[bibob]

" the new backbone agent " . Strong Words. I like them

[Bulder]

When do we expect top line data from Andromeda? Early next year?

[E_L]

i am just reading this article , which seems to think Feb 2020 https://www.evaluate.com/vantage/articles/analysis/takeda-casts-doubt-remaining-approach-amyloidosis