Genmab — Februar 2020

[Stockwatch1]

Sukker, det er Suntrust, der kommer med denne vurdering: Ifølge finanshuset bør Genmab overveje den eksisterende partner Johnson & Johnson, Abbvie eller Bristol-Myers Squibb (BMS) til opgaven med at maksimere lægemiddelprojektet GEN 3013 inden for lymfekræft

[Sukkeralf]

Tak - her hælder jeg stadig mest til JNJ selv om man kaster alt i en kurv. Abbvie er for meget involveret med Roche igennem venetoclax. BMS har måske travlt den kommende tid med at få Celgene indkoopereret

[Helge_LarsenPI-redaktør]

Tak endnu engang for donationer. I næste uge begynder vi at arbejde på to spritnye servere. 2 x attack og timelange nedbrud som vi har oplevet de seneste 14 dage kan mit nervesystem ikke holde til.:-)

[kkjoel]

På min kursmålliste står HSBC, Behrenberg og Goldman S med de 3 laveste kursmål (hhv. 910, 1000 og 1160).. men den er sikkert håbløst forældet. Er der nogen der har en opdateret kursliste...

[kkjoel]

..opdateret kursmålliste..

[Helge_LarsenPI-redaktør]

Skriv gerne på her: https://www.proinvestor.com/?p=debat_1&postid=81880&thread=50&start=

[transalp]

Imponerende at kursen holder sig, med gårsdagens spring op
og c25 nede i dag..

[Stockwatch1]

Berenberg dækker ikke Genmab længere

[Stockwatch1]

Iflg Goldman Sachs hjemmeside har de et target på 1112, men det er fra december 18. Og de har ikke lavet noget siden

[Stockwatch1]

Nordea har hævet fair value til 1339 fra 1315, men sætter intet kursmål, da de har en Hold-anbefaling

[Legolas23]

Tjek lige handelsvolumen fra i går. Den stikker noget ud. De store vil ind inden partnerskab. Den flyver ligepludselig igen.

[E_L]

I think it has a lot to do with what I think was a really good conference call; concise, confident and with clear targets and plans. Many were sceptical of the investment plans, also here, only focussing on cost without being able to see where it would go. How often have we not had that discussion here. I have a feeling that sentiment may be shifting now by pointing out those 2 clear pipeline candidates

[E_L]

We knew they were looking for a CD3xCD20 partner, but the comment to start with Ph 2 or even Ph 3 trials themselves if need be, shows strong confidence in this target. Investors may finally start to realise Genmab is not a one-trick-pony and start to add some value to the pipeline…

[gentogen]

Som Jan sagde: "In biotech, it's all about the winners. It's not about keeping all the programs in the end. It's about identifying the winners early and then maximize their potential and that's exactly what we're going to do".....

[gentogen]

Then with the other earlier stage clinical programs, we may either shut them down. So kill them quickly then we are not seeing that they have a differentiated clinical efficacy profile or we will actually put them on the shelves, James, to actually to focus our resources on the winners

[E_L]

yes, and i think that is key; strong focus on the best one now. And to actually having a few programs to choose the best
from

[Bulder]

Totally agree E L. Maybe the best CC ever. Only one minor thing, that they wouldn't clarify the impact of sc on sales this year. I have a Q for Winkel on that matter.

[E_L]

yes, i noted the same, i wonder if he will go into more detail on your question

[Bulder]

Sc will be approved no later than mid April. They can't spend 3 quarters on negotiations without selling anything.

[JKY_VH]

kloge ord gentogen 14.29