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Genmab — April 2021

Planlagt Fastgjort Låst Flyttet Genmab
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  • G Offline
    G Offline
    GeorgeBest
    wrote on sidst redigeret af
    #823

    Jeg håber også der kommer lidt indsyn i Amylodosis salg. Hvis Nordeas prognose på Q1 salg holder, så er Genmabs guidance alt for lav

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    • JørgenVarnæsJ Offline
      JørgenVarnæsJ Offline
      JørgenVarnæs
      wrote on sidst redigeret af
      #824

      Jeg forstår ikke den guidance - fladt salg på NOrdeas Q1 estimat vil ramme den nedre del af guidance intervallet - og så er der “kun” usd 400m til den øvre del af intervallet

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      • G Offline
        G Offline
        GeorgeBest
        wrote on sidst redigeret af
        #825

        Guidance er 5200 til 5600, så der kun være en kvartalsstigning på 5% per kvartal for at ryge over toppen af guidance. Med Amyloidosis taget i betagtning, så lyder guidance alt for lav...

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        • G Offline
          G Offline
          GeorgeBest
          wrote on sidst redigeret af
          #826

          Vi er vist enige JV 😉

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          • JørgenVarnæsJ Offline
            JørgenVarnæsJ Offline
            JørgenVarnæs
            wrote on sidst redigeret af
            #827

            Der kan selvfølgelig ligge en af de der “once-in-a-life-time-never-to-be-repeated” justeringer i Q2....

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            • B Offline
              B Offline
              bibob
              wrote on sidst redigeret af
              #828

              Og Novartis har Q1 27 apr. Kunne måske også komme en lille overraskelse fra Kesimpta. ! https://www.novartis.com/investors/event-calendar

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              • P Offline
                P Offline
                Plimsoller
                wrote on sidst redigeret af
                #829

                Vi må håbe at guidance er lavt sat, og at en opjustering vil vinde noget af det tabte tilbage.

                1 Reply Last reply
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                • D Offline
                  D Offline
                  deleted-user
                  wrote on sidst redigeret af
                  #830

                  Mon der er nogle investorer der lugter gode salgstal i morgen?

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                  • StockBullS Offline
                    StockBullS Offline
                    StockBull
                    wrote on sidst redigeret af
                    #831

                    morgan stanley der har sat deres robot til at købe nu hvor TA indikere medvind

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                    • S Offline
                      S Offline
                      Sukkeralf
                      wrote on sidst redigeret af
                      #832

                      Link Preview Image
                      Roche publicerer nye sklerosedata for at holde Novartis fra døren

                      Med den nyligt godkendte sklerosemedicin Kesimpta - oprindeligt udviklet af Genmab - er Novartis i fuld gang med at lange ud efter Roches dominerende lægemiddel på markedet, og nu prøver Roche at slå igen.

                      favicon

                      (medwatch.dk)

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                      • Helge_LarsenPI-redaktørH Offline
                        Helge_LarsenPI-redaktørH Offline
                        Helge_LarsenPI-redaktør
                        wrote on sidst redigeret af
                        #833

                        Langers Skarpe: Deltag i festen, men undgå tømmermænd og forlad den i tide

                        Just a moment...

                        favicon

                        (www.proinvestor.com)

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                        • E Offline
                          E Offline
                          E_L
                          wrote on sidst redigeret af
                          #834

                          Health Canada-Approved Treatment for Patients with Newly Diagnosed Light Chain (AL) Amyloidosis / Dara https://www.newswire.ca/news-releases/darzalex-r-sc-becomes-the-first-and-only-health-canada-approved-treatment-for-patients-with-newly-diagnosed-light-chain-al-amyloidosis-a-rare-disease-849615211.html

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                          • E Offline
                            E Offline
                            E_L
                            wrote on sidst redigeret af
                            #835

                            CEO Jan van de Winkel rykker op på førstepladsen i Økonomisk Ugebrevs årlige CEO Performance-ranking. https://ugebrev.dk/ledelse/genmab-vinder-ceo-performance-redningsplan-blev-succes/

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                            • E Offline
                              E Offline
                              E_L
                              wrote on sidst redigeret af
                              #836

                              waiting for this, New trial - A Multicenter Study to Assess Response to COVID-19 Vaccine in Multiple Sclerosis Participants Treated With Ofatumumab https://clinicaltrials.gov/ct2/show/NCT04847596

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                              • BulderB Offline
                                BulderB Offline
                                Bulder
                                wrote on sidst redigeret af
                                #837

                                yes, pretty important these days

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                                • E Offline
                                  E Offline
                                  E_L
                                  wrote on sidst redigeret af
                                  #838

                                  These results obtained after 12 months of maintenance therapy reveal the potential of D-VRd and D-R maintenance as a new treatment for patients with NDMM who are eligible for transplant.
                                  https://multiplemyelomahub.com/medical-information/daratumumab-plus-vrd-vs-vrd-in-newly-diagnosed-mm-griffin-trial-updated-analysis

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                                  • E Offline
                                    E Offline
                                    E_L
                                    wrote on sidst redigeret af
                                    #839

                                    i expect this to be an area we will hear a lot more about , Dara maintanenance, we should be getting more and more data there. Also hope we will get some smoldering data soon. Next areas of expansion.

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                                    • S Offline
                                      S Offline
                                      Sukkeralf
                                      wrote on sidst redigeret af
                                      #840

                                      Just a moment...

                                      favicon

                                      (www.firstwordpharma.com)

                                      1 Reply Last reply
                                      0
                                      • S Offline
                                        S Offline
                                        Sukkeralf
                                        wrote on sidst redigeret af
                                        #841

                                        DARZALEX SC Becomes the First and Only Health Canada-Approved Treatment for Patients with Newly Diagnosed Light Chain (AL) Amyloidosis, A Rare Disease

                                        1 Reply Last reply
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                                        • P Offline
                                          P Offline
                                          peter12
                                          wrote on sidst redigeret af
                                          #842

                                          Old news 😉 (15:12)

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                                          0

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