Genmab — Februar 2020

E_L

Bryan Garnier

GENMAB BUY | DKK1900 vs. DKK1700 Higher-than.expected 2020 OPEX guidance could be good entry point
2020 guidance has caught the consensus off the guard
Earlier lines will drive Darzalex’s growth in the coming years
Epcoritamab and GEN1046 represent the next generation
FV increased to DKK 1,900 and Buy rating reiterated

Bulder

Hvis det i forvejen er et cd38-bindende molekyle, som de vil bruge til at danne hexamerer med, ved jeg ikke om det giver mening at kombinere med dara. Det kan Sukker måske sige noget om?

E_L

My understanding was that it would be a replacement for Dara? New and improved...

StockBull

Ser godt ud. Tror dog stadig på retracement i kommende uge. Vi har lige banked imod toppen af den opadgående trendkanal fra Oktober 2018 https://nbg1.your-objectstorage.com/proinvestor-dev/forum/boards/81884_genmab_1734.JPG

Bulder

Then, the use of daratumumab after a PD-1 or PDL-1 checkpoint blockers in solid tumors that's entirely up to Janssen. Janssen is following the field. They are looking at the Sanofi work with isatuximab and they have already said publicly that they are willing to move into solid tumors again with daratumumab, but then they will use SubQ daratumumab. And don't forget that we know of also this new HexaBody CD38 program, which will go into the clinic this year, which Genmab will drive, Asthika.

Bulder

That molecule is so much more potent than daratumumab pre-clinically that we think that also that molecule has the potential to move into trials in solid cancers.

Bulder

Ja, han siger "also". Kunne tyde på at dara sc stadig er en mulighed i solide. Og så hex-cd38 senere.

Peter_Panik

McJean: Den, der lever stille, lever godt :-)....og lad dig ikke snyde af Panikken

Mcjean

Kunne jeg aldrig drømme om:-)

Mcjean

Sagde han ikke 100 gange mere potent, men i videnskabelige termer behøver det nu ikke at gøre den store forskel i sidste ende.

E_L

3/1 13:53
af Stockwatch1
ØUs begrundelse: Genmab ramte toppen i begyndelsen af december, og kursfaldet er fortsat ind i det nye år. Vi skiller os derfor af med aktien, og afventer en ny optimisme inden et eventuelt genkøb.

E_L

maybe somebody should warn them there is a bit op optimism back

Sukkeralf

Bulder

Talking about optimism. Novod: "We believe that Genmab's valuation looks stretched." What about now?

Stockwatch1

EL, ja, ØU er ikke altid lige heldige med deres timing

Stockwatch1

Bryan Garnier er meget positive:
While we have significantly increased our assumptions of OPEX for the years to come, we have also reviewed our scenario on Darzalex, and now targeting USD9.5bn at peak vs USD8.6bn, convinced by its ability to continue to grow significantly next year.

JKY_VH

Haha E L og Bulder. Enhver, som i Novods tilfælde, der arbejder med en model der konsekvent giver forkerte resultater i forhold til virkeligheden, må da på et eller andet tidspunkt overveje hvad der er galt med modellen. Når der er forskel mellem teori og virkelighed, bør man holde sig til virkeligheden. Det er bare et godt råd:-)

Mcjean

Kan du ikke give det råd videre til de 179 inde på hoppeborgen. Lær at lytte til dem der faktisk arbejder med tingene!

bibob

Der kommer du nok på glatis MJ.

Sukkeralf

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