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Kollaps
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  4. Genmab — Marts 2023

Genmab — Marts 2023

Planlagt Fastgjort Låst Flyttet Genmab
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  • StockBullS Offline
    StockBullS Offline
    StockBull
    wrote on sidst redigeret af
    #371

    PE35 er gennemsnit. Formoder dem som har underskud tæller som 0 og derfor er en del som må have PE over 100. Også derfor en PE på 35-50 for Genmab virker konservativ

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    0
    • nohopeN Offline
      nohopeN Offline
      nohope
      wrote on sidst redigeret af
      #372

      Elsker den slags matematik. Hvis man har en gruppe med 2 selskaber det ene med PE100 det andet med PE -100, så er gennemsnittet PE50 i gruppen.

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      0
      • nohopeN Offline
        nohopeN Offline
        nohope
        wrote on sidst redigeret af
        #373

        Hvid man skal lave den slag beregninger, så skal man addere alle over/underskud og sætte i forhold til børsværdien af alle selskaber.

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        0
        • J Offline
          J Offline
          JKY_VH
          wrote on sidst redigeret af
          #374

          Ja, det er jeg principielt enig i, men jeg holder nu meget af tanken om at P/E på 35-50 for Genmab virker konservativt;-)

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          0
          • nohopeN Offline
            nohopeN Offline
            nohope
            wrote on sidst redigeret af
            #375

            Selvsuggestion kan ikke undervurderes.

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            0
            • StockBullS Offline
              StockBullS Offline
              StockBull
              wrote on sidst redigeret af
              #376

              Jeg henviser bare til artiklen og bekymre mig ikke så meget over medoden de har benyttet til at beregne gennemsnittet på 35. Tror dog ikke det er knold og tot som har foretaget beregningen

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              • nohopeN Offline
                nohopeN Offline
                nohope
                wrote on sidst redigeret af
                #377

                Stol aldrig på statistik du ikke selv har forfalsket 😉

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                0
                • StockBullS Offline
                  StockBullS Offline
                  StockBull
                  wrote on sidst redigeret af
                  #378

                  Jeg stoler som udgangspunkt ikke på medierne men har ikke noget imod at linke til diverse artikler som kunne have interesse for Genmab folket. Folk må selv vurdere artiklens korrekthed.

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                  • D Offline
                    D Offline
                    Doublo
                    wrote on sidst redigeret af
                    #379

                    God morgen 🙂

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                    0
                    • Helge_LarsenPI-redaktørH Offline
                      Helge_LarsenPI-redaktørH Offline
                      Helge_LarsenPI-redaktør
                      wrote on sidst redigeret af
                      #380

                      Godmorgen 🙂

                      1 Reply Last reply
                      0
                      • S Offline
                        S Offline
                        Stroka
                        wrote on sidst redigeret af
                        #381

                        God morgen 🙂

                        1 Reply Last reply
                        0
                        • B Offline
                          B Offline
                          bibob
                          wrote on sidst redigeret af
                          #382

                          God morgen. 🙂

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                          0
                          • BulderB Offline
                            BulderB Offline
                            Bulder
                            wrote on sidst redigeret af
                            #383

                            God morgen, Helge. Ingen q&a, lader det til?

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                            0
                            • E Offline
                              E Offline
                              E_L
                              wrote on sidst redigeret af
                              #384

                              Phase 1 Study of Safety and Preliminary Clinical Activity of JNJ-63898081, a PSMA and CD3 Bispecific Antibody, for Metastatic Castration-Resistant Prostate Cancer https://www.sciencedirect.com/science/article/abs/pii/S1558767323000435 https://www.clinical-genitourinary-cancer.com/article/S1558-7673(23)00043-5/fulltext

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                              0
                              • E Offline
                                E Offline
                                E_L
                                wrote on sidst redigeret af
                                #385

                                i had already written this trial off (still don't expect anything, but who knows...)

                                1 Reply Last reply
                                0
                                • E Offline
                                  E Offline
                                  E_L
                                  wrote on sidst redigeret af
                                  #386

                                  Jan van de Winkel i særklasse i dansk børselite: Ejer Genmab-aktier for 1,6 mia. https://medwatch.dk/Mennesker/article15440176.ece

                                  1 Reply Last reply
                                  0
                                  • E Offline
                                    E Offline
                                    E_L
                                    wrote on sidst redigeret af
                                    #387

                                    small new Ph2 trial Epcoritamab and Rituximab for First-line Follicular Lymphoma -by Dana-Farber Cancer Institute https://clinicaltrials.gov/ct2/show/NCT05783609

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                                    0
                                    • E Offline
                                      E Offline
                                      E_L
                                      wrote on sidst redigeret af
                                      #388

                                      Huge growth in the EPCORE NHL-5
                                      trial , from 132 to 394 participants, from 6 to 15 arms https://clinicaltrials.gov/ct2/history/NCT05283720?A=52&B=53&C=merged#StudyPageTop

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                                      0
                                      • nohopeN Offline
                                        nohopeN Offline
                                        nohope
                                        wrote on sidst redigeret af
                                        #389

                                        Reason?:Desperate lack of good results - or overwhelming great response ?

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                                        0
                                        • E Offline
                                          E Offline
                                          E_L
                                          wrote on sidst redigeret af
                                          #390

                                          well, theoretically could be both lol. They are adding arms with another drug, CC-99282, which you don't do if you don't hope for improvement... They are also adding arms for FL and MCL separately which i think indicates treatment is sufficient to do that

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