Skip to content
  • Kategorier
  • Seneste
  • Etiketter
  • Populære
  • Verden
  • Bruger
  • Grupper
Temaer
  • Light
  • Brite
  • Cerulean
  • Cosmo
  • Flatly
  • Journal
  • Litera
  • Lumen
  • Lux
  • Materia
  • Minty
  • Morph
  • Pulse
  • Sandstone
  • Simplex
  • Sketchy
  • Spacelab
  • United
  • Yeti
  • Zephyr
  • Dark
  • Cyborg
  • Darkly
  • Quartz
  • Slate
  • Solar
  • Superhero
  • Vapor

  • Default (No Skin)
  • No Skin
Kollaps
  1. Debatforum
  2. Kategorier
  3. Genmab
  4. Genmab — Maj 2024

Genmab — Maj 2024

Planlagt Fastgjort Låst Flyttet Genmab
540 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.
  • R Offline
    R Offline
    Raun
    wrote on sidst redigeret af
    #425

    @Solsen kl. 13.09... Det kan godt være at aktien har været for højt oppe at flyve, men at handle aktien til omkring P/E værdi på 20 - er vel lige lovlig voldsomt, med mindre der vitterlig er noget helt fundamentalt galt...

    1 Reply Last reply
    0
    • L Offline
      L Offline
      lahn1
      wrote on sidst redigeret af
      #426

      Det er jo svært at komme op med betydelig wow effekt når data er så umodne som de er. Er markedet skuffet over manglende mono effekt, når nu studiet er lagt op til at vise comboeffekt?

      1 Reply Last reply
      0
      • E Offline
        E Offline
        E_L
        wrote on sidst redigeret af
        #427

        back to the Q1 call on GEN1046; Q: your data so far on LiverTox seems to be quite manageable. But just wondering what are your thoughts on the long-term safety profile on that side, any potential for accumulated LiverTox from a patient who you use it for longer? Have you seen any accumulated sort of LiverTox data?

        1 Reply Last reply
        0
        • E Offline
          E Offline
          E_L
          wrote on sidst redigeret af
          #428

          A: On LiverTox you’re absolutely correct, and we have now a substantial amount of experience with the asset also in combination with PD-1 and also a decent follow-up. It seems manageable, in our hands. Patients can get reexposed after a recovery period and broadly speaking, tolerate to reexposure really well. And we have absolutely no evidence with the accumulation of liver toxicity with a, as I said, a substantial amount of patients across many trials with a relatively long follow-up

          1 Reply Last reply
          0
          • E Offline
            E Offline
            E_L
            wrote on sidst redigeret af
            #429

            meanwhile it looks like BioNTech will open flat, which would seem slightly bizar if the Genmab drop is all due to GEN1046

            1 Reply Last reply
            0
            • E Offline
              E Offline
              E_L
              wrote on sidst redigeret af
              #430

              also meanwhile, Merus , the little bio neighbor in the same building in Utrecht is up +20% pre-market ffs

              1 Reply Last reply
              0
              • E Offline
                E Offline
                E_L
                wrote on sidst redigeret af
                #431

                Genmab faller efter data för acasunlimab (Finwire) https://www.placera.se/placera/telegram/2024/05/24/genmab-genmab-faller-efter-data-for-acasunlimab.html

                1 Reply Last reply
                0
                • E Offline
                  E Offline
                  E_L
                  wrote on sidst redigeret af
                  #432

                  Sachin Jain
                  Bank of America Securities
                  Buy Kr.2,700.00 Reiterated Today

                  1 Reply Last reply
                  0
                  • V Offline
                    V Offline
                    Vitus
                    wrote on sidst redigeret af
                    #433

                    Jeg ved ikke hvem du var/er enig med Solsen…..der var da ikke nogen der var uenige da den steg. Nej, banditterne styrer løbet, og når de nu har været i stand til at handle den ned, lykkes det også at handle den på et konstant niveau……det er ikke en aktie i fri handel…..dette burde der graves dybere i….

                    1 Reply Last reply
                    0
                    • SolsenS Offline
                      SolsenS Offline
                      Solsen
                      wrote on sidst redigeret af
                      #434

                      Den blev vel handlet i P/E 75 eller noget i den stil. Lidt over hvad rimeligt er vil mange nok mene.

                      1 Reply Last reply
                      0
                      • L Offline
                        L Offline
                        lahn1
                        wrote on sidst redigeret af
                        #435

                        Thank you EL for helping my mental health with your posts from Q1 🙂

                        1 Reply Last reply
                        0
                        • R Offline
                          R Offline
                          Raun
                          wrote on sidst redigeret af
                          #436

                          Solsen, synes du PE20 er passende?

                          1 Reply Last reply
                          0
                          • E Offline
                            E Offline
                            E_L
                            wrote on sidst redigeret af
                            #437

                            lol lahn. i can't do anything against grey hair unfortunately
                            😄

                            1 Reply Last reply
                            0
                            • E Offline
                              E Offline
                              E_L
                              wrote on sidst redigeret af
                              #438

                              I just feels so similar to Nov2 last year when we got the hexacd38 data at ash, also ~5% drop. Also, high of the day vs low of the day was 2072 -1941 versus now, if you take it from yesterday high 2067 - 1906

                              1 Reply Last reply
                              0
                              • E Offline
                                E Offline
                                E_L
                                wrote on sidst redigeret af
                                #439

                                it is sometimes difficult NOT to think that these moves are orchestrated...

                                1 Reply Last reply
                                0
                                • SolsenS Offline
                                  SolsenS Offline
                                  Solsen
                                  wrote on sidst redigeret af
                                  #440

                                  Jeg siger blot at PE75 var i den høje ende. Hvad det skal være nu har jeg ikke e

                                  1 Reply Last reply
                                  0
                                  • SolsenS Offline
                                    SolsenS Offline
                                    Solsen
                                    wrote on sidst redigeret af
                                    #441

                                    Et præcist bud på. Men SB har nogle fornuftige tanker om det synes jeg.

                                    1 Reply Last reply
                                    0
                                    • SolsenS Offline
                                      SolsenS Offline
                                      Solsen
                                      wrote on sidst redigeret af
                                      #442

                                      Tror det er PE30-35. Men det tal kan jo ikke stå alene. Mere komplekst at værdisætte aktier trods alt 🙂

                                      1 Reply Last reply
                                      0
                                      • J Offline
                                        J Offline
                                        JKY_VH
                                        wrote on sidst redigeret af
                                        #443

                                        Vi kan håber på et comeback på mandag;-)

                                        1 Reply Last reply
                                        0
                                        • L Offline
                                          L Offline
                                          lahn1
                                          wrote on sidst redigeret af
                                          #444

                                          Det har jeg satset på 😉

                                          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
                                          Svar
                                          • Svar som emne
                                          Login for at svare
                                          • Ældste til nyeste
                                          • Nyeste til ældste
                                          • Most Votes


                                          • Log ind

                                          • Har du ikke en konto? Tilmeld

                                          • Login or register to search.
                                          Powered by NodeBB Contributors
                                          • First post
                                            Last post
                                          0
                                          • Kategorier
                                          • Seneste
                                          • Etiketter
                                          • Populære
                                          • Verden
                                          • Bruger
                                          • Grupper