Genmab — August 2020
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Genmab
@Genmab
Congratulations to team from Genmab, IDD Biotech, Leiden University Medical Center, Lava Therapeutics B.V. and University of Adelaide on the publication in the Molecular Cancer Therapeutics. https://twitter.com/Genmab/status/1299008398592180224 -
Dual epitope targeting and enhanced hexamerization by DR5 antibodies as a novel approach to induce potent anti-tumor activity through DR5 agonism https://mct.aacrjournals.org/content/early/2020/08/26/1535-7163.MCT-20-0044
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På ESMO kommer ligeledes en poster på Innova208 med weekly dosing https://finance.yahoo.com/news/seattle-genetics-highlights-data-broad-120000959.html
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Det er muligt at VIX er steget lidt de sidste dage, men er fortsat på et ret alm niveau, historisk set.
Lavere end for en måned siden, og uendeligt meget lavere end for 6 mdr siden -
God morgen.
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Clinical data establish role of triplet therapies in relapsed multiple Myeloma https://www.onclive.com/view/clinical-data-establish-role-of-triplet-therapies-in-relapsed-multiple-myeloma?eKey=amFuYm9ydXAxOTc4QGdtYWlsLmNvbQ==
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ØU/David Mygind: "Genmab: Blockbuster-medicin på samlebånd
Siden vor store 3-delte Genmab-analyse i efteråret 2019 er der markante fremskridt, og især blandt udviklingsprogrammerne begynder vi nu at se nogle af de resultater vi lagde op til. Det styrker investorernes tro på, at Genmab kan levere blockbustere på samlebånd og derved tage det store spring fra biotech-selskab til biopharmaselskab. ... -
Analytiker David Mygind opdaterer nu værdiansættelsen og her kan især analysen i nr. 10/2020 samt den 3-delte analyse i 2019 (se 16/2019, 17/2019 og 19/2019) tjene som baggrund".
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Sqwii
@Sqwii
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Aug 27
For danish investors and my buy call 700-800kr #Denmark #DK #Genmab Congrats to patient holders I still think there is a bit more upside in large wave 3. $GMAB have no clue what they do but just following my charts and what they tell me.https://twitter.com/Sqwii/status/1298910698882379776 -
Hans udvalgte sum-of-parts (NPV): Darza 1300, Kemsimpta 220, Tepezza 150, Epco 276, Doubody-platform samt tidlig bi-specifik pipeline 400, Finans 253. Dette giver 2599. Faktisk er hans totale NPV 2732, som han derefter oprunder til 2800 i 12 mdr. kursmål.
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