Skip to content
  • Debatforum
  • Seneste
  • Populære
  • Bruger
Temaer
  • Light
  • Dark

Kollaps
FORSIDEN
Log ind Opret konto

Genmab — April 2021

Planlagt Fastgjort Låst Flyttet Genmab
1.3k Indlæg 1 Posters 0 Visninger
  • Ældste til nyeste
  • Nyeste til ældste
  • Most Votes
Svar
  • Svar som emne
Login for at svare
Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • JørgenVarnæsJ Offline
    JørgenVarnæsJ Offline
    JørgenVarnæs
    wrote on sidst redigeret af
    #961

    Very unstable, indeed. Perhaps the numbers are affected by discarded/end-of-date stock being returned or something. But the drop in daily revenue is the highest we’ve ever seen

    1 Reply Last reply
    0
    • JørgenVarnæsJ Offline
      JørgenVarnæsJ Offline
      JørgenVarnæs
      wrote on sidst redigeret af
      #962

      To me - anyway - it seems something out of the ordinary went on in the March numbers

      1 Reply Last reply
      0
      • JørgenVarnæsJ Offline
        JørgenVarnæsJ Offline
        JørgenVarnæs
        wrote on sidst redigeret af
        #963

        But that is the fly in the soup - RoW grew by 20% Q/Q!!!

        1 Reply Last reply
        0
        • BulderB Offline
          BulderB Offline
          Bulder
          wrote on sidst redigeret af
          #964

          Ja, havde rabatten da bare været på 8% igen, så ville nettosalget have været på 722, og begge himle ville have været blå.

          1 Reply Last reply
          0
          • G Offline
            G Offline
            GeorgeBest
            wrote on sidst redigeret af
            #965

            From the Deutsche Bank (DB) research initiated yesterday: DB starts Genmab at „buy“ saying Genmab has enough cash, a strong pipeline of antibody-based drugs and many successful products already on the marked...

            1 Reply Last reply
            0
            • BulderB Offline
              BulderB Offline
              Bulder
              wrote on sidst redigeret af
              #966

              Anything about the arbitration?

              1 Reply Last reply
              0
              • G Offline
                G Offline
                GeorgeBest
                wrote on sidst redigeret af
                #967

                more DB: Genmabs blood cancer treatment Darzalex has been a key asset for the Company with consensus expectations for last year’s sales to triple by 2030...

                1 Reply Last reply
                0
                • G Offline
                  G Offline
                  GeorgeBest
                  wrote on sidst redigeret af
                  #968

                  more DB: the „Cepheus“ study that investigates the efficacy of Darzalex when combined with standard blood cancer therapy could skyrocket its share if successful...

                  1 Reply Last reply
                  0
                  • G Offline
                    G Offline
                    GeorgeBest
                    wrote on sidst redigeret af
                    #969

                    more DB: Genmab also plans to expand the sales of cervical cancer drug tisotumab and lymph node tumour drug Epcoritamab, which could compete with the Roche products.

                    1 Reply Last reply
                    0
                    • G Offline
                      G Offline
                      GeorgeBest
                      wrote on sidst redigeret af
                      #970

                      ingenting om voldgift Bulder

                      1 Reply Last reply
                      0
                      • JørgenVarnæsJ Offline
                        JørgenVarnæsJ Offline
                        JørgenVarnæs
                        wrote on sidst redigeret af
                        #971

                        Skægt med Cepheus - den har jeg slet ikke overvejet. Gad vide, hvor meget der egentlig er taget med i estimaterne fra det studie?

                        1 Reply Last reply
                        0
                        • JørgenVarnæsJ Offline
                          JørgenVarnæsJ Offline
                          JørgenVarnæs
                          wrote on sidst redigeret af
                          #972

                          Primary completion står til 8. April 2021, så data må være lige på trapperne

                          1 Reply Last reply
                          0
                          • BulderB Offline
                            BulderB Offline
                            Bulder
                            wrote on sidst redigeret af
                            #973

                            Det har næsten været i glemmebogen, men data skulle gerne overgå Maia, da også Velcade indgår i kombien. Der går nok et par år endnu før vi hører om parallel-studiet Perseus (transplant), men Griffin har jo gjort sin gavn, så det haster heller ikke.

                            1 Reply Last reply
                            0
                            • BulderB Offline
                              BulderB Offline
                              Bulder
                              wrote on sidst redigeret af
                              #974

                              Endnu mere spændende bliver Auriga (maintenance) om et par år. https://clinicaltrials.gov/ct2/show/NCT03901963?term=auriga+daratumumab&draw=2&rank=1

                              1 Reply Last reply
                              0
                              • Helge_LarsenPI-redaktørH Offline
                                Helge_LarsenPI-redaktørH Offline
                                Helge_LarsenPI-redaktør
                                wrote on sidst redigeret af
                                #975

                                Sydbank analyse efter tal fra J&J: https://www.proinvestor.com/investornyt/674260/sydbankanalyse-genmab-darzalex-ndash-hoslashjdepunkter-fra-johnson-amp-johnsons-1-kvartalsregnskab-2021

                                1 Reply Last reply
                                0
                                • E Offline
                                  E Offline
                                  E_L
                                  wrote on sidst redigeret af
                                  #976

                                  So Deutsche thinks consensus 2030 sales is $12.5 bn... that doesn't seem right, most analysts don't seem to even come close to that as peak sales?

                                  1 Reply Last reply
                                  0
                                  • D Offline
                                    D Offline
                                    deleted-user
                                    wrote on sidst redigeret af
                                    #977

                                    Fra Børen - Deutsche Bank knap så begejstret som Genmabs topchef: Væksthåb virker ikke bedre end Roches middel https://borsen.dk/nyheder/virksomheder/deutsche-bank-om-genmabs-naeste-vaeksthaab-adskiller-sig-ikke-fra-rivals

                                    1 Reply Last reply
                                    0
                                    • D Offline
                                      D Offline
                                      Doublo
                                      wrote on sidst redigeret af
                                      #978

                                      LLI nu skal en analytiker vel ikke tage stilling til lægemidlers effekt, og hvad er han forudsætninger for det mon? det lyder ikke sandsynligt, at hans udtaler sig med større vægt end JVW.

                                      1 Reply Last reply
                                      0
                                      • G Offline
                                        G Offline
                                        GeorgeBest
                                        wrote on sidst redigeret af
                                        #979

                                        Så iflg. Børsen mener Deutsche Bank at Epcoritamabs subkutane fordel over glofi være kortlivet

                                        1 Reply Last reply
                                        0
                                        • D Offline
                                          D Offline
                                          deleted-user
                                          wrote on sidst redigeret af
                                          #980

                                          @Doublo - nu er det ikke min egen vurdering, men en reference til en artikel i Børsen.

                                          1 Reply Last reply
                                          0

                                          Hello! It looks like you're interested in this conversation, but you don't have an account yet.

                                          Getting fed up of having to scroll through the same posts each visit? When you register for an account, you'll always come back to exactly where you were before, and choose to be notified of new replies (either via email, or push notification). You'll also be able to save bookmarks and upvote posts to show your appreciation to other community members.

                                          With your input, this post could be even better 💗

                                          Tilmeld Log ind

                                          • Log ind

                                          • Har du ikke en konto? Tilmeld

                                          • Login or register to search.
                                          • First post
                                            Last post
                                          0
                                          • Debatforum
                                          • Seneste
                                          • Populære
                                          • Bruger