Skip to content
  • Debatforum
  • Seneste
  • Populære
  • Bruger
Temaer
  • Light
  • Dark

Kollaps
FORSIDEN
Log ind Opret konto

Genmab — Januar 2020

Planlagt Fastgjort Låst Flyttet Genmab
1.3k Indlæg 1 Posters 0 Visninger
  • Ældste til nyeste
  • Nyeste til ældste
  • Most Votes
Svar
  • Svar som emne
Login for at svare
Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • StockBullS Offline
    StockBullS Offline
    StockBull
    wrote on sidst redigeret af
    #1035

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

    1 Reply Last reply
    0
    • StockBullS Offline
      StockBullS Offline
      StockBull
      wrote on sidst redigeret af
      #1036

      so might be dead money next 6-9 month

      1 Reply Last reply
      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

        1 Reply Last reply
        0
        • 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?

          1 Reply Last reply
          0
          • 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

            1 Reply Last reply
            0
            • 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

              1 Reply Last reply
              0
              • 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...

                1 Reply Last reply
                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!!!

                    1 Reply Last reply
                    0
                    • K Offline
                      K Offline
                      kkjoel
                      wrote on sidst redigeret af
                      #1044

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

                      1 Reply Last reply
                      0
                      • K Offline
                        K Offline
                        kkjoel
                        wrote on sidst redigeret af
                        #1045

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

                        1 Reply Last reply
                        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

                          1 Reply Last reply
                          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.

                            1 Reply Last reply
                            0
                            • Helge_LarsenPI-redaktørH Offline
                              Helge_LarsenPI-redaktørH Offline
                              Helge_LarsenPI-redaktør
                              wrote on sidst redigeret af
                              #1048

                              Sakset fra Linkedin.

                              1 Reply Last reply
                              0
                              • K Offline
                                K Offline
                                KWC
                                wrote on sidst redigeret af
                                #1049

                                🙂

                                1 Reply Last reply
                                0
                                • BulderB Offline
                                  BulderB Offline
                                  Bulder
                                  wrote on sidst redigeret af
                                  #1050

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

                                  1 Reply Last reply
                                  0
                                  • BulderB Offline
                                    BulderB Offline
                                    Bulder
                                    wrote on sidst redigeret af
                                    #1051

                                    Er han startet op for sig selv?

                                    1 Reply Last reply
                                    0
                                    • BulderB Offline
                                      BulderB Offline
                                      Bulder
                                      wrote on sidst redigeret af
                                      #1052

                                      Healthcare Specialist - var beha'r

                                      1 Reply Last reply
                                      0
                                      • Helge_LarsenPI-redaktørH Offline
                                        Helge_LarsenPI-redaktørH Offline
                                        Helge_LarsenPI-redaktør
                                        wrote on sidst redigeret af
                                        #1053

                                        Jeg blev også overrasket da jeg fandt indlægget på Linkedin for et øjeblik siden. Han har været et fast samtaleemne her i chatten i de år han var hos Jyske Bank.

                                        1 Reply Last reply
                                        0
                                        • J Offline
                                          J Offline
                                          JKY_VH
                                          wrote on sidst redigeret af
                                          #1054

                                          hold da op FF har set lyset. Han har åbenbart haft godt af at slippe ud af mørket i JB.

                                          1 Reply Last reply
                                          0

                                          Hello! It looks like you're interested in this conversation, but you don't have an account yet.

                                          Getting fed up of having to scroll through the same posts each visit? When you register for an account, you'll always come back to exactly where you were before, and choose to be notified of new replies (either via email, or push notification). You'll also be able to save bookmarks and upvote posts to show your appreciation to other community members.

                                          With your input, this post could be even better 💗

                                          Tilmeld Log ind

                                          • Log ind

                                          • Har du ikke en konto? Tilmeld

                                          • Login or register to search.
                                          • First post
                                            Last post
                                          0
                                          • Debatforum
                                          • Seneste
                                          • Populære
                                          • Bruger