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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.
  • 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

      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?

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        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

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          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.

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                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

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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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                          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.

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                                        0
                                        • SolsenS Offline
                                          SolsenS Offline
                                          Solsen
                                          wrote on sidst redigeret af
                                          #1055

                                          JNJ har oplyst Halozyme, at sc-dara ikke vil påvirke dem ret meget i 2020, idet approval forventes medio 2020 og herefter skal der forhandles reimbursement/pris med landene. Så ketchub effekten må vente til 2021.

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                                          0

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