Genmab — September 2019
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on CANDOR " The inclusion of Kyprolis is especially beneficial in patients with higher-risk disease (versus, for example, the MAIA trial combination of Darzalex+Revlimid+dexamethasone, which produced excellent results but less striking benefit for higher-risk patients)" https://www.myeloma.org/cure-blog/new-drug-combinations-show-promising-results
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TV abstract siger ikke så meget https://cslide.ctimeetingtech.com/esmo2019/attendee/confcal/presentation/list?q=tisotumab
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god eftermiddag. Hvor finder jeg - nu om dage - en brugbar mæglerstatistik på genmab ?
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Mæglerstatistik på Genmab mfl. er anonymiseret på Nasdaq.
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God morgen.
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Successful treatment with daratumumab for post‐HSCT refractory hemolytic anemia
https://onlinelibrary.wiley.com/doi/full/10.1002/pbc.28010 -
Nogen TA-kyndige der kan give en update på hvordan Genmab står pt?
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Vil mene den ser fin ud TA mæssigt. Genmab er inden for den opadgående trendkannal med kurs mod ny ATH. P.t i et modstandsområde hvor aktien sidst blev sendt ned fra 1450 til 1328 den 10 Sept. Brud af 1450 vil efter min mening give frit løb mod ATH i 1485 og brud af ATH vil være mega positivt. Morgan Stanley har fair target 2000kr inden August 2020 og blue sky 3500
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Morgan S har disse Key Value Drivers:
Ofatumumab label expansion into MS
(ASCLEPIOS I and II) in 2H19
Teprotumumab approval in 2020
Various proprietary and partnered product
initial clinical readouts in 2H19
Pivotal PhII Data from InnovaTV 204 of
Tisotumab Vedotin in cervical cancer in early 1H20 -
JPM har target 1500. Valuation
We value Genmab using our Embedded Value methodology (product by product
NPV analysis), which leads to a valuation of DKr1,490 per share (prev. DKr1,273),
which informs our Jun-20 PT of DKr1,500 (prev. Jun-20 DKr1,275) gives c.11%
potential upside to current levels. In our EmV, we include royalty revenue from riskadjusted Darzalex sales of $9.2bn in Multiple Myeloma and $0.4bn Dara sales in
Amyloidosis, at an average royalty rate of 18.2% (from 2020 onwards); we al -
we also
include risk-adjusted ofatumumab sales of $1.8bn at a royalty rate of 10% in multiple
sclerosis and c.DKr369 per share for the proprietary and partnered pipeline and
DKr149 per share in cash. These elements are offset by c.DKr125 in OpEx and
CapEx -
Bernstein om Genmab efter kursridt på 75 pct: "Hvis vi skulle eje én aktie i vores univers i mere end fem år, så vil det stadigvæk være Genmab" Ritzau
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