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Genmab — April 2021

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • G Offline
    G Offline
    GeorgeBest
    wrote on sidst redigeret af
    #1114

    https://www.novartis.com/sites/www.novartis.com/files/q1-2021-investor-presentation.pdf

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    • D Offline
      D Offline
      deleted-user
      wrote on sidst redigeret af
      #1115

      Godmorgen - god nyhed @GB. Vi er markant tættere på topsale 2 bUSD i 2025 -Nu skaber Kesimpta lige frem omsætning

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      • G Offline
        G Offline
        GeorgeBest
        wrote on sidst redigeret af
        #1116

        Med konsensus estimat på 33M $, så var det vel OK 😉

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        • D Offline
          D Offline
          deleted-user
          wrote on sidst redigeret af
          #1117

          Naturligvis. Spæde skridt på en lang rejse. De 9 mUSD er 2020 omsætning? Så 41 mUSD i Q1 2021, er 25 % over gns forventningen. De må gerne fortsætte med at outperforme i det niveau 🙂

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          • E Offline
            E Offline
            E_L
            wrote on sidst redigeret af
            #1118

            NVS CEO just mentioning Kesimpta a few times on CNBC , says it is performing very well

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            • R Offline
              R Offline
              Rondo
              wrote on sidst redigeret af
              #1119

              @TheNote en goo dag og have lidt tyrex7
              tilbage... 🙂 🙂

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              • R Offline
                R Offline
                Rondo
                wrote on sidst redigeret af
                #1120

                @TheNote Bare rolig ....jeg har kun en lille slat tilbage....håber lige jeg kan vride det sidste ud af dem ca. på 2330...

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                • StockBullS Offline
                  StockBullS Offline
                  StockBull
                  wrote on sidst redigeret af
                  #1121

                  Vild som kursen bliver handlet ned i 2280 området. TA indikere stadig op og specielt ser weekly på 5 års kortet interessandt ud. Med mine settings på MACD ser det ud til signal linien bliver brudt opad inden for den næste uge og det er normalt historisk set godt . Sender et snip senere idag

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                  • StockBullS Offline
                    StockBullS Offline
                    StockBull
                    wrote on sidst redigeret af
                    #1122

                    https://nbg1.your-objectstorage.com/proinvestor-dev/forum/boards/93152_5_aars.png og tekst til kort her : Ser ud til vi snart får købssignal på weekly kort. Det har været undervejs den sidste månedstid og historisk set kan man forvente en længere opgangs periode når MACD brydes opad. RIS er også nu over 50 på kortet. Har selv aktier i Genmab. Både korte og lange positioner.

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                    • StockBullS Offline
                      StockBullS Offline
                      StockBull
                      wrote on sidst redigeret af
                      #1123

                      Ja du har helt ret TheNote. Måske beder at afvente købssignal er 100% men det holder jo ikke alligevel for så sad vi jo ikke her og skrev hvis noget var 100% sikkert. Tror vi ser et ok regnskab a la non event. Det bliver pipeline date som bestemmer kusen de kommende måneder i min lille verden

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                      • StockBullS Offline
                        StockBullS Offline
                        StockBull
                        wrote on sidst redigeret af
                        #1124

                        og afvente regeskab glemte jeg i kanpens hede af få med. Har dog selv suppleret en spekulativ portion

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                        • StockBullS Offline
                          StockBullS Offline
                          StockBull
                          wrote on sidst redigeret af
                          #1125

                          Så køre vi op igen på 5min grafen som stadig kun er på rsi 40 og normal rykker op til 60-70 inden det går ned igen. Kan ikke få til til at sende snops hvert 5 min men det er sådan man kan hente lidt profit hvis man har tid til at sidde foran skærmen.

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                          • StockBullS Offline
                            StockBullS Offline
                            StockBull
                            wrote on sidst redigeret af
                            #1126

                            Der var et par typso i sidste besked. Sorry. Men nu er vi i 2289 og for 8 min siden var vi i 2281 så TA virker for den toldmodige investor som har tid til skærmen. Bruger dog kun ca. 3 timer per dag

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                            • E Offline
                              E Offline
                              E_L
                              wrote on sidst redigeret af
                              #1127

                              Corticosteroid Tapering in Patients with Relapsed or Refractory Multiple Myeloma Receiving Subcutaneous Daratumumab http://jhoponline.com/jhop-issue-archive/2021-issues/march-2021-vol-11-special-feature/18873-corticosteroid-tapering-in-patients-with-relapsed-or-refractory-multiple-myeloma-receiving-subcutaneous-daratumumab-part-3-of-the-open-label-multicenter-phase-1b-pavo-study

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                              • E Offline
                                E Offline
                                E_L
                                wrote on sidst redigeret af
                                #1128

                                Conclusion: Rapid corticosteroid tapering over 3 or 2 weeks is safe in patients with relapsed or refractory multiple myeloma receiving SC daratumumab. These data help guide future SC daratumumab combinations (ie, T-cell redirectors, CAR T-cell, or checkpoint inhibitors), where limiting concurrent corticosteroids may be preferred.

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                                • E Offline
                                  E Offline
                                  E_L
                                  wrote on sidst redigeret af
                                  #1129

                                  I just had to think of the remarks from JNJ's Lebowitz a while ago, who said that in that earlier lung trial the concern was that steroids are taking away from the immune response. He adds: we have developped (and into the clinic) a steroid sparing regimen where we can get the streroids off -and we needed the SC to do that

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                                  • G Offline
                                    G Offline
                                    GeorgeBest
                                    wrote on sidst redigeret af
                                    #1130

                                    Are we now back to dara in solid tumours?

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                                    • G Offline
                                      G Offline
                                      GeorgeBest
                                      wrote on sidst redigeret af
                                      #1131

                                      Or are you thinking of Amivantamab?

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                                      • E Offline
                                        E Offline
                                        E_L
                                        wrote on sidst redigeret af
                                        #1132

                                        no, this was Dara lol, sry, some thoughts are just difficult to get out of my head 😉 Rationaly i think they'll wait for hexacd38 for solids

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                                        • G Offline
                                          G Offline
                                          GeorgeBest
                                          wrote on sidst redigeret af
                                          #1133

                                          to convince JNJ, Genmab would need to start a trial in solid tumors soon, but if you read the press release, leukemia or lymphoma looks more realistic https://ir.genmab.com/news-releases/news-release-details/genmab-signs-agreement-janssen-next-generation-cd38-antibody/

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