Genmab — Juni 2020

Helge_LarsenPI-redaktør

Brexit har ingen speciel betydning for Genmab.

Rune2494

Glimrende - videre

Vitus

Især da når ens største aktieposter er Genmab og BAVA

Helge_LarsenPI-redaktør

Novo ser også fin ud.

Sukkeralf

Kunne være rart med luk over 2000

E_L

do we think they can file Dara for Amyloidosis with the current data, or do we need a bit more time?

E_L

German Government To Take Stake In Unlisted Curevac, Which Is Developing Covid-19 Vaccine - RTRS Sources

gentogen

Yea, I think so. The message from Genmab included the wording that "Janssen will discuss data with health authorities to prepare for regulatory filings". Or have you other things in mind?

E_L

I have read that, but that doesn't really mean they will file it tomorrow, it could also mean they file in December, after ASH or something

E_L

It is only a very short data follow up at the moment, on the other hand it is very good data and very early responses, which is particularly important for Amyloidosis in order to prevent organ damage, so maybe that is enough for FDA to accept a filing?

E_L

Genmab A/S (GMAB) Remains Dominant Post EHA - Suntrust https://www.streetinsider.com/Analyst+Comments/Genmab+AS+(GMAB)+Remains+Dominant+Post+EHA+-+Suntrust/17004986.html

Sukkeralf

On the other hand E L there is no approved drug so maybe they will accept a little less data fllow up...

E_L

let's hope so. they should gain a lot of market share very fast there.

Darvin

Apropos HSBC så er deres nye analyse da også kun til at grine af. Hvis man rent (aktie)intellektuelt er bagefter - ja så gælder det da om at gøre en dyd af det - for dyr - så er der en lille chance for at man får ret fremadrettet. Det må være logikken for dummies. Men tænk lige på hvilken fejlrådgivning de har præsteret i 3 år. De har frataget investorerne muligheden for at tjene gode penge. Mon ikke det samme sker fremadrettet.