Genmab — Januar 2020
-
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
-
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. -
Sakset fra Linkedin.
-
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.
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