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Genmab — December 2019

Planlagt Fastgjort Låst Flyttet Genmab
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  • Helge_LarsenPI-redaktørH Offline
    Helge_LarsenPI-redaktørH Offline
    Helge_LarsenPI-redaktør
    wrote on sidst redigeret af
    #992

    Nyheder: https://www.proinvestor.com/chathistory/58/chat nyheder

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    • SolsenS Offline
      SolsenS Offline
      Solsen
      wrote on sidst redigeret af
      #993

      Iam surpriced we dont se more trials where dara is used in other indications to reconstruct the immune system. We have seen many anecdotal cases - related to the link above 7:35

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      • SolsenS Offline
        SolsenS Offline
        Solsen
        wrote on sidst redigeret af
        #994

        https://finance.yahoo.com/news/genmab-ss-cph-gmab-12-064045395.html Lidt lærdom.

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        • Helge_LarsenPI-redaktørH Offline
          Helge_LarsenPI-redaktørH Offline
          Helge_LarsenPI-redaktør
          wrote on sidst redigeret af
          #995

          Genmab i en nøddeskal:
          "After all, when a company has a strong balance sheet, it can often find ways to invest in growth, even if it takes some time".

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          • Helge_LarsenPI-redaktørH Offline
            Helge_LarsenPI-redaktørH Offline
            Helge_LarsenPI-redaktør
            wrote on sidst redigeret af
            #996

            Tak for link Solsen.

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            • Helge_LarsenPI-redaktørH Offline
              Helge_LarsenPI-redaktørH Offline
              Helge_LarsenPI-redaktør
              wrote on sidst redigeret af
              #997

              https://www.proinvestor.com/index.php?p=debat_1&postid=80149

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              • SolsenS Offline
                SolsenS Offline
                Solsen
                wrote on sidst redigeret af
                #998

                https://www.rigshospitalet.dk/presse-og-nyt/nyheder/nyheder/Sider/2019/december/computermodel-skal-nulstille-kraeftsygdom.aspx Interessant selv om det nok ikke Genmab relateret.

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                • SolsenS Offline
                  SolsenS Offline
                  Solsen
                  wrote on sidst redigeret af
                  #999

                  Af twitter fremgår at modellen vil få en artikel i nature.

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                  • E Offline
                    E Offline
                    E_L
                    wrote on sidst redigeret af
                    #1000

                    a bit more on teprotumumab https://www.fiercebiotech.com/biotech/a-unanimous-vote-fda-panel-greenlights-horizon-s-eye-drug-teprotumumab?utm_source=internal&utm_medium=rss https://www.healio.com/endocrinology/thyroid/news/online/{b02b4c4e-6f26-42bc-8267-74c2021b12dd}/fda-committee-unanimously-recommends-approval-of-teprotumumab-for-thyroid-eye-disease

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                    • E Offline
                      E Offline
                      E_L
                      wrote on sidst redigeret af
                      #1001

                      this was from DNB, which we saw - Genmab (Hold, TP: DKK1685.00) - Encouraging first data on GEN3013
                      At the ASH conference in Orlando (7–10 December), the focus was on very strong data from J&J’s BCMA CAR-T, JNJ-4528, with 100% ORR and 69% CRR in highly pre-treated patients, which could pose a long-term risk to Darzalex. In addition, we find the early safety and efficacy data on CD3xCD20 (GEN3013) encouraging and have included it in our valuation.

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                      • E Offline
                        E Offline
                        E_L
                        wrote on sidst redigeret af
                        #1002

                        Based on the recent strong share price performance, we have downgraded our recommendation to HOLD (BUY) but increased our target price to DKK1,685 (1,630).

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                        • E Offline
                          E Offline
                          E_L
                          wrote on sidst redigeret af
                          #1003

                          Bryan Garnier - GENMAB - BUY | DKK1600 vs. DKK1550 (+1%)
                          ASH19: R&D day shed the light on DuoBody CD3xCD20

                          Promising data from Genmab’s own bi-spec CD3xCD20
                          Preclinical candidates are on track
                          SC Darzalex should get approval in Q2 next year

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                          • E Offline
                            E Offline
                            E_L
                            wrote on sidst redigeret af
                            #1004

                            GMAB to be included in NASDAQ Biotechnology Index (Nasdaq:NBI) https://app.researchpool.com/company/ndaq-us6311031081-nasdaq/press/nasdaq-ndaq-annual-changes-to-the-nasdaq-biotechnology-index-1

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                            • Helge_LarsenPI-redaktørH Offline
                              Helge_LarsenPI-redaktørH Offline
                              Helge_LarsenPI-redaktør
                              wrote on sidst redigeret af
                              #1005

                              Værd at læse:
                              https://www.proinvestor.com/investornyt/651330/langers-skarpe-velkommen-til-fremtidens-planokonomiske-aktiemarked?fbclid=IwAR3JgK6CzNBAOHLXIt082ccZcstQq_7KBdiGaO-SHju5coiWin37EdNaXJk

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                              • BulderB Offline
                                BulderB Offline
                                Bulder
                                wrote on sidst redigeret af
                                #1006

                                Joseph Michael: Griffin standard of care maybe in about a year or less than a year. https://www.youtube.com/watch?v=Oj793HTeFBE

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                                • M Offline
                                  M Offline
                                  MarsFars
                                  wrote on sidst redigeret af
                                  #1007

                                  At genmab kommer i NBI indeks betyder vel at nogle aktører skal ud og købe den ind til deres portefølje? Positivt tænker jeg for aktiekursen

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                                  • BulderB Offline
                                    BulderB Offline
                                    Bulder
                                    wrote on sidst redigeret af
                                    #1008

                                    Timelang række af guldkorn. Hele møllen fra Smoldering til RRMM. Dara i frontline ca. 15 min inde. Især kan anbefales debatten om car-t vs BiTEs ca 32:25 inde. https://www.youtube.com/watch?v=ZhFBUshV6SE

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                                    • BulderB Offline
                                      BulderB Offline
                                      Bulder
                                      wrote on sidst redigeret af
                                      #1009

                                      Desværre kommer de ikke ind på TAK-079, men ellers bliver stort set alt andet berørt.

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                                      • Helge_LarsenPI-redaktørH Offline
                                        Helge_LarsenPI-redaktørH Offline
                                        Helge_LarsenPI-redaktør
                                        wrote on sidst redigeret af
                                        #1010

                                        Tusinde tak Bulder.
                                        https://www.proinvestor.com/index.php?p=debat_1&postid=80153

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                                        • SolsenS Offline
                                          SolsenS Offline
                                          Solsen
                                          wrote on sidst redigeret af
                                          #1011

                                          Tak Bulder. Ganske interessant. De mente nok at det var de CAR-T udgaver der blev præsenteret på ash, der havde en fremtid. Men måske second generation - så ikke en dara trussel nu.

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