Genmab — Juli 2022

[Sukkeralf]

A third of the physicians said they are extremely confident Darzalex will become an established maintenance therapy for MM based on its known clinical profile, with a further 53% describing themselves as being very confident of this outcome.

[Sukkeralf]

Let us hope they are right

[Sukkeralf]

The position of Darzalex as both a key growth driver for Johnson & Johnson and anchor point for its longer-term ambitions in the MM market look set to remain undiminished.

[nohope]

Hope is not a strategy...

[deleted-user]

Det er vist heller ikke sukkeralf, der udstikker strategien .... det er JnJ og den er ikke baseret på håb

[E_L]

great survey! looking forward to that maintenance data! many have been sceptical about maintenance (and about re-treating actually) so I would think that could still raise peak sales targets if data is good

[Sukkeralf]

Yes - otherwise we hope HexaBody CD38 can do the job

[Sukkeralf]

......yet another hope nohope

[E_L]

[Sukkeralf]

Probably wise to follow data from Teneo´s bispecifics - and a funny/unusually way they sell off programs:

[Sukkeralf]

https://endpts.com/hitching-a-quick-ride-on-the-ma-train-astrazeneca-wagers-100m-cash-on-t-cell-engager/

[Solsen]

Råvarer og renter banker ned. Olien snart under $100 og analytikere spår yderligere fald. Hvede tilbage på niveauet før Ukraine krigen. Genmab i 3000 til jul

[Helge_LarsenPI-redaktør]

De fleste analytikere tror, at olien (brent) generelt holder sig over 100 dollar resten af 2022.

[bikube]

Det må da snart være på tide, at vi hører fra "Monforte" angående hans Dara-maintenance. Jeg håber da, at det stadig går ham godt, men jeg ville gerne høre fra ham lidt oftere.

[bikube]

Du mener: Solsen ved bedst.

[Solsen]

@Helge i fag er der nogen analytikere fremme med vilde tal omkring olien https://finance.yahoo.com/m/448703e6-5d3f-34c4-8604-d10073b37286/oil-prices-could-fall-40.html

[Solsen]

..i dag…

[Solsen]

Min håb er en lav rente og en tilbagekomst af TINA. Så har vi forudsætningen for kurs 3-4000.

[Solsen]

Men jeg kan jo ikke forudse det med sikkerhed

[bikube]

GMAB er faldet i US, men $-kurs er st
eget til 7,26, så prisen er den samme i US og DK.