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Genmab — August 2020

Planlagt Fastgjort Låst Flyttet Genmab
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  • A Offline
    A Offline
    AaBforever
    wrote on sidst redigeret af
    #616

    Det vel også en MEGET grov udregning McJ?

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    • E Offline
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      E_L
      wrote on sidst redigeret af
      #617

      not that long ago that Genmab lost the #1 European biotech spot to Galapagos in market value; today GLPG down 25%, trading at ~1/3 of the Genmab Mcap...

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      • M Offline
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        Mcjean
        wrote on sidst redigeret af
        #618

        Så du mener ikke Nordea vil opjustere med 7,75kr.:-D Ok så lad os regne lidt mindre groft

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        • M Offline
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          Mcjean
          wrote on sidst redigeret af
          #619

          1/2 år 1.838 + 6 mrd. 218 og hvis ROW kan sælge det samme x med 2 og resultatet bliver cirka. 1.838+2.640= 4.478 og så er der ikke taget højde for den naturlige stigning der ligger latent i modellen.

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          • M Offline
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            Mcjean
            wrote on sidst redigeret af
            #620

            og de guider med 3.9-4.2BN$

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            • A Offline
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              AaBforever
              wrote on sidst redigeret af
              #621

              Recepttallet i US er ikke lig med det faktiske salg. Så det ligger uden 218.

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              • A Offline
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                AaBforever
                wrote on sidst redigeret af
                #622

                under

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                • M Offline
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                  Mcjean
                  wrote on sidst redigeret af
                  #623

                  ja men det kan du trække fra den latente stigning så det passer vel meget godt halvgroft udregnet

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                  • E Offline
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                    E_L
                    wrote on sidst redigeret af
                    #624

                    so on Cami-t - in terms of Cami, the Hodgkin lymphoma program, we have -- we hope to be able to update at ASH. We don't know yet, of course, if our asset is accepted, but we are playing out data at ASH from the Cami trial, on the 47 patients that were enrolled through March.

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                    • E Offline
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                      E_L
                      wrote on sidst redigeret af
                      #625
                      • In terms of Cami in solid tumors. We are -- we have a poster accepted at the virtual [indiscernible] coming up in September to discuss mostly the pharmacokinetic type of dynamic data that we have in that study.
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                      • E Offline
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                        E_L
                        wrote on sidst redigeret af
                        #626

                        that is the Ph I solid tumor trial

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                        • E Offline
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                          E_L
                          wrote on sidst redigeret af
                          #627

                          twitter:

                          @semodough
                          Baml $HZNP US: Horizon Therapeutics - Encouraging Symphony sales trend for Tepezza in July - BUY-July Symphony sales for Tepezza (+24% m/m) imply a wide range between $217m and $339m for 3Q sales assuming 17% and 10% m/m growth in August and September.

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                          • S Offline
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                            Sukkeralf
                            wrote on sidst redigeret af
                            #628

                            Mcjean i Q2 2020 lå RoW jo også 15-20% under USA, så med mindre sc dosering løfter salget markant, så lander vi lige over 4 milliarder

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                              Sukkeralf
                              wrote on sidst redigeret af
                              #629

                              The reason why Galapagos is down:

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                              • S Offline
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                                Sukkeralf
                                wrote on sidst redigeret af
                                #630

                                Just a moment...

                                favicon

                                (www.firstwordpharma.com)

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                                • BulderB Offline
                                  BulderB Offline
                                  Bulder
                                  wrote on sidst redigeret af
                                  #631

                                  JnJ køber Momenta. Præmie ca 70 % https://www.prnewswire.com/news-releases/johnson--johnson-to-acquire-momenta-pharmaceuticals-inc-expanding-janssens-leadership-in-novel-treatments-for-autoimmune-diseases-301114715.html

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                                  • BulderB Offline
                                    BulderB Offline
                                    Bulder
                                    wrote on sidst redigeret af
                                    #632

                                    Samme præmie ville for genmab betyde ca kurs 4000. Eller ca 40mia$

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                                    • BulderB Offline
                                      BulderB Offline
                                      Bulder
                                      wrote on sidst redigeret af
                                      #633

                                      så hvis nogen vil købe Genmab, er det allersidste udkald, inden den om 2 år af sig selv er løbet i 4000 😉

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                                      • S Offline
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                                        Sukkeralf
                                        wrote on sidst redigeret af
                                        #634

                                        Momenta Therapeutics har endda et CD38 SIFbody i preklinikken, så lad os se over tid om Janssen får det i klinikken:

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                                        • S Offline
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                                          Sukkeralf
                                          wrote on sidst redigeret af
                                          #635

                                          Therapeutics like Rituxan® and Darzalex®, which engage the Fcg receptor and complement systems to mediate cell depletion, are important standards-of-care for patients with cancer and autoimmune disease. However, inefficient engagement limits efficacy and, in many patients, contributes to drug resistance.

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