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Genmab — Januar 2020

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • E Offline
    E Offline
    E_L
    wrote on sidst redigeret af
    #1030

    on teprotumumab - i read 'the company explained that the full course requires 23 vials, setting the cost at $343,000 wholesale acquisition cost' and in their presentation 'Expected average net realized price: ~$200,000' https://endpts.com/fda-hands-off-its-latest-whirlwind-drug-ok-as-horizon-hustles-would-be-blockbuster-to-the-market/

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    • E Offline
      E Offline
      E_L
      wrote on sidst redigeret af
      #1031

      that is a big difference...

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      • E Offline
        E Offline
        E_L
        wrote on sidst redigeret af
        #1032

        @AaBforever that is very close to what Danske had in october, 4146...

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        • StockBullS Offline
          StockBullS Offline
          StockBull
          wrote on sidst redigeret af
          #1033

          But cash-burn will increase and no milestone payments so 2020 will be more or less same profit / bottom-line as 2019. So interesting who the marked will react

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          • StockBullS Offline
            StockBullS Offline
            StockBull
            wrote on sidst redigeret af
            #1034

            who=how

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            • StockBullS Offline
              StockBullS Offline
              StockBull
              wrote on sidst redigeret af
              #1035

              ESP around 35-36 kr per share for both 2019 and 2020

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              • StockBullS Offline
                StockBullS Offline
                StockBull
                wrote on sidst redigeret af
                #1036

                so might be dead money next 6-9 month

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                • Helge_LarsenPI-redaktørH Offline
                  Helge_LarsenPI-redaktørH Offline
                  Helge_LarsenPI-redaktør
                  wrote on sidst redigeret af
                  #1037

                  Børsen: https://play.borsen.dk/social/5e280e57595ab4f00a338bd9

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                  • K Offline
                    K Offline
                    kkjoel
                    wrote on sidst redigeret af
                    #1038

                    EL, hvordan skal man f
                    orstå "average net realised price".. er der fx rabatter? Og de taler i den forbindelse om ".. ex­pect a com­pli­ance rate of 75% to 80%." - har det med de 343.000 og 200.000 at gøre?

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                    • E Offline
                      E Offline
                      E_L
                      wrote on sidst redigeret af
                      #1039

                      there will be rebates, there will be discounts and money paid to insurance and middle men, but i find it a very big difference

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                      • E Offline
                        E Offline
                        E_L
                        wrote on sidst redigeret af
                        #1040

                        with the compliance rate i think they mean the number of patients that comply with that regimen, ie that follow through on the whole course as describe/ takes all the injections

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                        • D Offline
                          D Offline
                          DevOp
                          wrote on sidst redigeret af
                          #1041

                          cd3/cd20 results + hopefully a "military style" deal and sc approval should provide for a little more than dead in the water, I hope...

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                          • K Offline
                            K Offline
                            kkjoel
                            wrote on sidst redigeret af
                            #1042

                            Ja, sådan fremgik compliance jo osse af det der blev sagt på webcasten! Men jeg kom i tvivl, da de 343 vs 200 pludselig blev introduceret.

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                            • K Offline
                              K Offline
                              kkjoel
                              wrote on sidst redigeret af
                              #1043

                              Og FØJ(!) for nogle rabatter. Mellemhandlersvin!!!

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                              • K Offline
                                K Offline
                                kkjoel
                                wrote on sidst redigeret af
                                #1044

                                Ville De købe en brugt vogn af denne Mellemhandler...?!

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                                • K Offline
                                  K Offline
                                  kkjoel
                                  wrote on sidst redigeret af
                                  #1045

                                  Taksi - det vil jeg se. Følg efter den player!

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                                  • Helge_LarsenPI-redaktørH Offline
                                    Helge_LarsenPI-redaktørH Offline
                                    Helge_LarsenPI-redaktør
                                    wrote on sidst redigeret af
                                    #1046

                                    Frank Hoerning Andersen

                                    Investments | Client Advisory | Valuation | Financial Analysis | Communication | Equity Research | Healthcare Specialist
                                    1d •

                                    I believe Genmab should be a core holding in 2020. Genmab is much more than just Darzalex and investor focus should be on the strong pipeline. One of the most promising projects is Duobody-CD3xCD20 which has a great potential in hematological malignancies. Early data for treatment of lymphoma presented at ASH 2019 indicated a strong

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                                    • Helge_LarsenPI-redaktørH Offline
                                      Helge_LarsenPI-redaktørH Offline
                                      Helge_LarsenPI-redaktør
                                      wrote on sidst redigeret af
                                      #1047

                                      efficacy and safety profile for Duobody-CD3xCD20.
                                      These results could pave the way for a partnership deal in early 2020. I anticipate successful data could bring peak sales to around USD 3bn. With respect to Darzalex I believe the product will continue to deliver and drive peak sales further up. This is driven by larger impact from early lines of treatment, more patients getting treated with Darzalex and are living longer, and the likely approval of the subcutaneous formulation due in Q2’20.

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                                      • Helge_LarsenPI-redaktørH Offline
                                        Helge_LarsenPI-redaktørH Offline
                                        Helge_LarsenPI-redaktør
                                        wrote on sidst redigeret af
                                        #1048

                                        Sakset fra Linkedin.

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                                        • K Offline
                                          K Offline
                                          KWC
                                          wrote on sidst redigeret af
                                          #1049

                                          🙂

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