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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
    #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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      0
      • 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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            0
            • 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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                      0
                      • 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.

                        1 Reply Last reply
                        0
                        • K Offline
                          K Offline
                          kkjoel
                          wrote on sidst redigeret af
                          #1043

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

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                          0
                          • K Offline
                            K Offline
                            kkjoel
                            wrote on sidst redigeret af
                            #1044

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

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                            0
                            • K Offline
                              K Offline
                              kkjoel
                              wrote on sidst redigeret af
                              #1045

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

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                              0
                              • 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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                                0
                                • 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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                                    0
                                    • K Offline
                                      K Offline
                                      KWC
                                      wrote on sidst redigeret af
                                      #1049

                                      🙂

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                                      0
                                      • BulderB Offline
                                        BulderB Offline
                                        Bulder
                                        wrote on sidst redigeret af
                                        #1050

                                        Va faen, go'e gamle FF. der kan man se. 🙂

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                                        0
                                        • BulderB Offline
                                          BulderB Offline
                                          Bulder
                                          wrote on sidst redigeret af
                                          #1051

                                          Er han startet op for sig selv?

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                                          0

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