Genmab — April 2021
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Kesimpta
(ofatumumab) data at AAN showed reduction in disability progression independent of relapse activity in newly diagnosed patients with RMS https://www.novartis.com/news/media-releases/kesimpta-ofatumumab-data-aan-showed-reduction-disability-progression-independent-relapse-activity-newly-diagnosed-patients-rms -
Safety and Effectiveness of Weekly Carfilzomib, Lenalidomide, Dexamethasone, and Daratumumab Combination Therapy for Patients With Newly Diagnosed Multiple Myeloma
The MANHATTAN Nonrandomized Clinical Trial https://jamanetwork.com/journals/jamaoncology/article-abstract/2778195 -
not a fan of Zacks, but anyway; The Zacks Consensus Estimate for Imbruvica, Darzalex and Stelara is pegged at $1.2 billion, $1.22 billion and $2.18 billion, respectively. https://www.nasdaq.com/articles/will-jj-jnj-kickstart-pharma-q1-earnings-with-a-beat-2021-04-15
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The Lancet - Teprotumumab for patients with active thyroid eye disease: a pooled data analysis, subgroup analyses, and off-treatment follow-up results from two randomised, double-masked, placebo-controlled, multicentre trials https://www.thelancet.com/journals/landia/article/PIIS2213-8587(21)00056-5/fulltext
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Bare fordi, der er nogen efter en, kan man godt være paranoid
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2021 "inflection point" for Genmab, says chief executive https://www.thepharmaletter.com/article/2021-inflection-point-for-genmab-says-chief-executive
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Genmab analyse - Kursmål 2025: https://www.proinvestor.com/boards/92843#92845
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Jesper Lund er en skarp analytiker som ikke gør tingene sværere end de er. Han har selv haft Genmab i mange år.
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Har han skrevet hvilke midler en RG på 37,5 er baseret på?
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