Genmab — April 2020
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Citi opens 'positive Catalyst Watch' on Genmab Citi analyst Peter Verdult opened a "positive Catalyst Watch" on Genmab and keeps a Buy rating on the shares. The analyst expects that the recommended Phase II dose for Genmab's bispecific blood cancer asset, epcoritamab, along with a partnership deal, could be delivered by mid-year.
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Thanks E L. Did you hear anything from the Genmab presentation yesterday at Sun Trust?
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Solsen hvad mener du genmab skal stige med/lægge i efter en aftale?
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Vel et par hundrede point gætter jeg. Ikke blot aftalen vil påvirke kursen, men også en validering af Genmabs teknologi og evne til at lave store aftaler vil tælle på den positive side. Men i og med vi står foran dara-sc og Arzerra i RRMS kunne jeg godt forestille mig vi gled pænt over nuværende ATH i år.
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CD38-targeted Immuno-PET of Multiple Myeloma: From Xenograft Models to First-in-Human Imaging https://pubs.rsna.org/doi/full/10.1148/radiol.2020192621
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Ja det er svært at spå om effekten af en aftale. Det handler både om hvordan markedes stemningen er på tidspunbkte plus naturligvis formatet af aftalen. Dare SC tror jeg ikke giver meget på kursen. Andet end et spike nogle få dage. Alle har allerede indregnet den. Og så har Jan jo stort set sagt at de kommer til at nedjustere forventningerne til dara salg i år
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