Genmab — September 2020
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Godmorgen. Har nogle fra PI haft lejlighed til, at læse denne artikel fra Børsen, hvor Bernstein skriver om Genmab' pipeline - og kan give et resume?
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Her er lidt klip fra Børsen: Finanshuset mener, at Genmab har skabt en værdifuld teknologiplatform, der evner
2400
kr. pr. aktie mener Bernstein, at Genmab er værd i øjeblikket
konstant at identificere innovative antistoffer med høj potens.
“Det ser vi ultimativt som en nøglefaktor for at investere i selskabet på langt sigt,” -
Han peger på, at især kræftmidlet PD-L1x4-1BB kan give et løft værdimæssigt. Bernstein indregner i dag kun 10 kr. pr. aktie i værdi for det middel, men fjernes risikoen helt via gode forsøgsdata, kan den værdi løftes til omkring 400 kr. pr. aktie. Desuden er der flere katalysatorer i løbet af efteråret, der kan give input til aktiemarkedet.
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Tak for det GB
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They are not americans for nothing
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big, bigger....sell!!
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https://nbg1.your-objectstorage.com/proinvestor-dev/forum/boards/86636_spaendende.JPG Ser ud til Genmab er igang med en bundvending efter min mening. Den røde linie indikere historiske bundvendinghsniveauer. Så med mindre Nasdaq skal have flere bank kunne noget tyde på, at det var det, for Genmabs vedkommende i denne omgang. Det sidste års tid har det kunne betale sig at supplere nu nuværende RSI niveau. Der er selvfølgelig ingen garanti for Genmab fortsætter i den illustrede kanal i al evighed
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It’s not necessarily that Trillium plans to compete with a single agent; CSO Bob Uger listed anti-PD-(L)1 drugs, proteasome inhibitors, Darzalex, Erbitux and Folotyn as potential pairings for different indications. But having solid monotherapy data as a foundation gives execs more confidence that their drug would do even better in combo.
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Genmab to present at Morgan Stanley event 15.9.20. Webcast will be available https://ir.genmab.com/news-releases/news-release-details/genmab-present-morgan-stanley-18th-annual-global-healthcare
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New: Trial of the Safety and Efficacy of Epcoritamab in Japanese Subjects With R/R B-NHL https://clinicaltrials.gov/ct2/show/NCT04542824?term=NCT04542824&draw=2&rank=1
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Join Genmab at #SOHO2020, a virtual event from September 9 to 12, 2020. Visit our virtual booth at http://genmab-at-soho-2020.com to get the latest information about our presentations, antibody platforms and pipeline. Get more info at http://soho2020.com @SocietyofHemOnc
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