Genmab — December 2019

[bibob]

Genmab / DNB. Anbefalingen sænkes til hold fra køb. ( Børsen )

[Solsen]

Jo selvfølgelig vil de vurdere på det løbende. Lige nu kan vi ikke se at Genmabs duobody er “best in class” Men det er muligt vi kan næste gang vi ser en opdatering af data.

[bibob]

Ja, det er jo tidlige data de fremviser.

[Solsen]

Mht analytikere så ligge Genmab rimelig over konsensus så naturligt med lidt “hold”

[bibob]

Ja, der var jo ikke noget på ASH der kunne forskrække nogen. Tvært imod.

[Solsen]

Vigtigst er dog at dara cementerede sin position og bl.a. viste at OS også forbedres med den som partner.

[bibob]

Ja, de er svære at komme udenom.

[E_L]

You know, we are all so convinced of Dara that we don't easily get impressed anymore, we sort of expect everyting will be great... But Dara really delivered again this ASH, much more as i thought before actually. If you look at all the expert comments, there is huge enthusiasm again

[bibob]

Ifm. DNB's sænkning har de samtidig hævet kursmålet til 1685 fra 1630.

[Solsen]

The drug is a huge success that we only could have dreamed of.

[Solsen]

With that we sleep all night.

[DevOp]

If the gradual release of the sc version of cd3xcd20 means a reduced risk of CRS and Gen's cd2xcd20 also has stronger potency than the competition - what's not to like

[Helge_LarsenPI-redaktør]

E L. I agree. I was blown away by all the amazing tweets about daratumab on Monday evening and night. They came from many of the leading experts in MM.

[Solsen]

Roches drug has only 1,1% grade 3 in CRS. Only one pts in Genmabs drug and they are byond.

[JKY_VH]

det skulle da lige være eksekvering ift partneraftale DevOp

[Solsen]

So that could be close and we dont se responses like Roches drug yet. But it can come.

[Solsen]

Iam not pessimist. But its not s homerun.

[Helge_LarsenPI-redaktør]

wsj.com

(www.wsj.com)

[mollegade]

Genmabs børsværdi ligger marginalt over 100 milliarder dkk, ikke sandt? Det er i så fald ca. 6 gange mere end de to handler, vi har set de sidste par dage. Men spændende med opkøb

[E_L]

https://twitter.com/SLentzsch/status/1204420825442668544