Genmab — Oktober 2019

Helge_LarsenPI-redaktør

Bergenbio-byks etter nyhet om rask prosess i USA

E24 (e24.no)

mobbyduck1

@helgelarsen. det er vel lidt svært at være glad for at være bergen aktionær stadigvæk, faldt fra kurs 50 til kurs 10 i lige linje på et år, så kurs 20 er vel kun et lille plaster på såret

mobbyduck1

sådan føl
es det ihvertfald her

Mcjean

Han er nok mere glad for zymework måske?

E_L

amazing really how Biogen is up today almost 1,5x the total value of Genmab on a drug that isn't even filed yet...

lahn1

EL - said about Zymeworks, but applies to BergenBio as well. The analyst believes Investors "need to identify promising assets ever earlier in the valuation cycle to consistently get an edge with a large enough position to matter.

lahn1

Add to that, that Bergenbio is traded in Oslo

Bulder

Stort set al pharma, biotek, medico stiger i dag, så vidt jeg kan se.

E_L

@lahn1 easier said then done... if you take Aducanumab as example; it failed in march and Biogen crashed, and look what happens today... Wonder what that analyst had said about that lol

Solsen

I belive we could se ATH this year. Dataset on CD20/CD3 and Andromeda could give the boost that is needed.

lahn1

you are right. Predicting winners has not become any easier, but if you want to get in at attractive prices, one might have to take more risk today than previously, I guess.

E_L

sure @Solsen, and if other biotech news can get Bio out of it's 4+ years of depression that can help as well

E_L

I actually think Q4 Dara numbers will be very good and will impact price before the end of the year - before WE actually know any sales numbers, larger investors will figure it out...

Solsen

Perhaps prescriptions from oct and nov can do it

Solsen

The smell from a coming partnerdeal could also have an influence.

E_L

hopefully

Bella1

Smells good...

Solsen

The report from UBS made oct 10. has a forecast on dara sales for 2019 on $3.002 bn

Bulder

I don't think we'll have any surprises. Somewhere between 3 and 3,1 bn.

Bulder

My own guess: 440+405=845 q4 = 3.013 fy