Genmab — April 2021
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Så kom den. Dara mod CV19 (desværre kun på italiensk) https://translate.google.com/translate?hl=da&sl=it&u=https://www.insalutenews.it/in-salute/scoperta-relazione-tra-le-attivita-della-molecola-cd38-e-linfezione-da-covid-19/&prev=search&pto=aue
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Mistænkeligt at Genmab har fået sænket sit kursmål hos Morgan Stanley til 2248 kr. fra 2523 kr lige på det tidspunkt TA pilen peger kraftigt opad. Underligt at have sænke kurstarget til kun at ligge 70kr over den store modstand i 2180. Når modstanden er brudt er der jo nærmest frit løb op i 2400-2500 området
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Vedr. Peters link i går kl. 23:07. CR i over 50% af patienter med DLBCL og FLL der får Epcoritamab. EPCO rocks...
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Iflg. samme link er Vejle også med i duohexabody-CD37
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JNJ er nok bange for at miste store markedsandele for Ibrutinib til epco og duohexabody-CD37, og er derfor mega negative overfor Genmab, over at de ikke blev partner i epco
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God morgen.
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Jeg tror der er noget rigtigt i det GB. Kan man ikke få det som man vil så mobber man. Men der er vel ingen tvivl om at de har været med i fiorhandlingerne om partnerskab på Epco. De har bare ikke ville gå med til en 50/50 deal. Det var så deres fejl.
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23:43 -omtalte artikel på engelsk = CD38 in the Age of Covid-19: a Medical Perspective. https://journals.physiology.org/doi/abs/10.1152/physrev.00046.2020
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Of clinical relevance for the future in the strategy to fight COVID-19 is the identification of
molecular metabolic pathways generally usurped by the viral pathogen and addressing the evaluation
of the impact of agents that selectively target CD38’s receptorial and catalytic activities to confirm the
potential of CD38 as a novel therapeutic target. -
i am not even sure it would be a good thing , commercially, if Dara would be a usefull drug for Covid; at what price would that be acceptable? it would be impossible to charge $100,000 for that... so how would that work, charging a few 1,000 for covid drug while charging > 100,000 for the same in cancer?
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It’s never been proven - but I have strong suspicion that quite a few analysts have it as their strongest analysis assumption their target can never be to far from the current stock price...
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Link til selve tråden https://www.proinvestor.com/boards/89730#postdiv91872
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