Genmab — Januar 2020

[E_L]

yes, probably true. I bet the JPM analyst will try to get Jan to say something about it next week already, let's see if he can keep his mouth shut

[Bulder]

No reason to be cautious. If we don't reach 3 bn, it will only be slightly lower. And we have 8 mths sc in 2020 to look forward to.

[StockBull]

Tror de guider 4.5 mia kr i Darzalex Royality for 2020 som også er consensus. 2021 snakker vi nok 6 mia kr. Tror de altafgørende bliver udgiftssiden for 2020 guiding som jeg tror kan gå hen og blive voldsom

[StockBull]

forestiller mig 3.5mia kr i driftsudgifter og EPS 35kr for 2020 stigende til 65kr i 2023 så kurspotentiale på 3000kr inden udgang af 2023 og worst case i 2024

[StockBull]

Fordusætter selvfølgelig piben bliver forbedret frem mod 2023 og 1 eller 2 af de længe ventede partneraftaler kommer i hus. Opkøb af Genmab er også en mulighed

[Bulder]

Tvivler. JnJ's regnskabsfører skal jo lige møde ind først.

[bibob]

Kom bare med nyheden efter luk. Så er der chance for en flyvende start mandag.

[Solsen]

Normal kan JNJ præstere kvartalstal indenfor 14 dage efter afslutning. Så nu er snoren ret kort for at vi når de 3bn.... God weekend

[E_L]

The CD38low natural killer cell line KHYG1 transiently expressing
CD16F158V in combination with daratumumab targets multiple
myeloma cells with minimal efector NK cell fratricide https://sci-hub.tw/https://link.springer.com/article/10.1007/s00262-019-02477-8

[E_L]

way to difficult article for me, dealing with the depletion of NK
cells. Interestingly though, they use mRNA technology to search for a solution

[Bulder]

Would be nice if they found a method to minimize infections.

[E_L]

so
we are not the only ones thinking that Dara should be added to the drinking water https://twitter.com/IMFjimMYELOMA/status/1215669209058799616

[bibob]

Yes. McJean was right. Add it to everything drinkable.

[Bulder]

draft dara beer - probably the best beer in town

[bibob]

I will drink on that. ;-). And good weekend all.

[E_L]

Future Direction of CD38 Antibodies in Multiple Myeloma https://www.youtube.com/watch?v=d6s2jqaafL0

[E_L]

Case 2: Overcoming High Risk in Myeloma https://www.youtube.com/watch?v=nCWXvR7kOz8

[E_L]

more from Adriana Rossi here https://www.targetedonc.com/investigator-perspectives/target-cd38-rr-mm/the-impact-of-cd38-targeted-therapy-in-multiple-myeloma

[Bulder]

Thx E L. In this one she says that Isa doesn't need as much pre-medication as dara. https://www.targetedonc.com/investigator-perspectives/target-cd38-rr-mm/icaria-mm-phase-iii-trial-overview

[StockBull]

Morn I og med der IKKE er kommet profit warning fra Genmab kan vi vel nu konkludere de 3 mia er hjemme. Da der allerede er guided med de 3 mia kommer der vel ikke nødvendigvis en pressemeddelelse så mon ikke vi skal afvente JNJ årsregnskab