Genmab — April 2020
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Pipeline nyheder kan altid gå begge veje
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Her er et udmærket resume fra Børsen efter GF. Så det er da dejligt at markedet er bekendt med at der kan komme ein nedjustering. Og Jan holder her fast i 1H som tidsramme for partnerdeal https://borsen.dk/nyheder/virksomheder/genmab-boss-kaempe-aftale-er-topprioritet
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Research on Acute Myeloid Leukemia (AML) Therapeutics Market (impact of COVID-19) 2020-2026: Novartis, Roche, Genmab https://redandblackonline.com/research-on-acute-myeloid-leukemia-aml-therapeutics-market-impact-of-covid-19-2020-2026-novartis-roche-genmab/
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I thought this was interesting in the Halo shareholder letter under SC benefits "The ability to facilitate the administration of treatment in lower cost settings such as the physician office or the community setting. Janssen, as an example, has stated DARZALEXÒ SC supports their strategy to seek to expand treatment into the community setting." https://www.halozyme.com/letter-to-shareholders/
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Helt enig GB markedet forventer påvirkning. Se efter triggere.
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God morgen.
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consensus for dara Q1 sales = USD 902M
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i can get you one at $783 million
https://au.news.yahoo.com/j-js-pharma-unit-perform-160104494.html -
Consensus for 20 analysts. From Bloomberg. I can't link.
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Sydinvest / Jefferies https://www.sydinvest.dk/nyheder.aspx?Action=1&NewsId=117772&PID=9258
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Some rumours among brokers that a partner deal could include more products than Epcoritamab
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Hvor læser du de rygter?
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Men det er besemt ikke unormalt med aftaler der dækker flere stoffer/targets
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det kan jeg ikke disclose, og som sagt så er det rygter....
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