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Genmab — Juli 2019

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • V Offline
    V Offline
    Vitus
    wrote on sidst redigeret af
    #1229

    Hvordan kan det være indregnet i kursen, når ingen vidste at det ville komme...

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    • S Offline
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      Schiff
      wrote on sidst redigeret af
      #1230

      fordi man havde taget glæderne på forskud for flere år siden og handlet aktien som om dara blev en kæmpe succes. Sådan er det jo med aktier de handles på fremtidige forventninger...

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      • V Offline
        V Offline
        Vitus
        wrote on sidst redigeret af
        #1231

        Flere herinde skriver da at det kun er dara der er indregnet ?

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        • S Offline
          S Offline
          Schiff
          wrote on sidst redigeret af
          #1232

          Det er også det JPM skriver "På det nuværende aktiekursniveau mener vi, at Darzalex’ succes i eksisterende knoglemarvskræftindikationer er indregnet."

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          • B Offline
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            bikube
            wrote on sidst redigeret af
            #1233

            Det der med hvad der er indregnet holder ikke en meter. Selvom det kun var Dara i MM, der var indregnet, faldt kursen alligevel 20% på et misset forsøg i en anden indikation.

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            • S Offline
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              Schiff
              wrote on sidst redigeret af
              #1234

              man kan jo også tolke lidt på hvad de mener med "eksisterende" - nu går udtalelsen jo på salgstallene i morgen

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              • S Offline
                S Offline
                Schiff
                wrote on sidst redigeret af
                #1235

                de mener jo nok ikke at 1. linje er indregnet i nuværende kursniveau

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                • S Offline
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                  Schiff
                  wrote on sidst redigeret af
                  #1236

                  jeg ved det ikke spørg JPM 🙂

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                  • E Offline
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                    E_L
                    wrote on sidst redigeret af
                    #1237

                    the DeRIVE trial started recruiting . they changed the title , but arms seem the same https://clinicaltrials.gov/ct2/history/NCT03942224?A=1&B=2&C=Side-by-Side#StudyPageTop

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                    • P Offline
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                      peter12
                      wrote on sidst redigeret af
                      #1238

                      I don't know if this cd40/cd137 has been mentioned before ? https://www.clinicaltrialsregister.eu/ctr-search/search?query=genmab&dateFrom=2019-01-01&dateTo=2019-07-15

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                      • P Offline
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                        peter12
                        wrote on sidst redigeret af
                        #1239

                        Sorry den er vist gammel

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                        • E Offline
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                          E_L
                          wrote on sidst redigeret af
                          #1240

                          yes, that is GEN 1046 DuoBody-PD-L1x4-1BB, it is also on clinicaltrials

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                          • B Offline
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                            bikube
                            wrote on sidst redigeret af
                            #1241

                            JnJ giver 0,95$ i udbytte iflg. SA.

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                            • E Offline
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                              E_L
                              wrote on sidst redigeret af
                              #1242

                              the other one is GEN1042, which disappeared from clinicaltrials a few weeks ago

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                                E_L
                                wrote on sidst redigeret af
                                #1243

                                and we just had this message last month https://biontech.de/2019/06/17/biontech-and-genmab-initiate-first-in-human-phase-i-iia-trial-of-bispecific-antibody-duobody-pd-l1x4-1bb-in-solid-tumors/

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                                • A Offline
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                                  AaBforever
                                  wrote on sidst redigeret af
                                  #1244

                                  Mener det er 12.45.

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                                    AaBforever
                                    wrote on sidst redigeret af
                                    #1245

                                    Det er kl. 12.45 i morgen.

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                                    • SolsenS Offline
                                      SolsenS Offline
                                      Solsen
                                      wrote on sidst redigeret af
                                      #1246

                                      Are GEN1042 the CD40x4-1BB duobody ?

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                                      • SolsenS Offline
                                        SolsenS Offline
                                        Solsen
                                        wrote on sidst redigeret af
                                        #1247

                                        Sorry havent seen Peter12...

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                                        • SolsenS Offline
                                          SolsenS Offline
                                          Solsen
                                          wrote on sidst redigeret af
                                          #1248

                                          https://www.clinicaltrialsregister.eu/ctr-search/trial/2018-003716-47/DK Someone has looked at the trial july 2. Se at the end.

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