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Kollaps
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  4. Genmab — Maj 2024

Genmab — Maj 2024

Planlagt Fastgjort Låst Flyttet Genmab
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  • L Offline
    L Offline
    lahn1
    wrote on sidst redigeret af
    #424

    Utroligt at Gmab handles som en lille biotek drevet af spekulationer. Det wr jo svært at kl

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    • 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...

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      • 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?

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        • 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?

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          • 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

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            • 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

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              • 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

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                • 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

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                  • 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

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                    • 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….

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                      • 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.

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                        • L Offline
                          L Offline
                          lahn1
                          wrote on sidst redigeret af
                          #435

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

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                          • R Offline
                            R Offline
                            Raun
                            wrote on sidst redigeret af
                            #436

                            Solsen, synes du PE20 er passende?

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                            • E Offline
                              E Offline
                              E_L
                              wrote on sidst redigeret af
                              #437

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

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                              • 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

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                                • E Offline
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                                  E_L
                                  wrote on sidst redigeret af
                                  #439

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

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                                  • 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

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                                    • 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.

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                                      • 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 🙂

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                                        • J Offline
                                          J Offline
                                          JKY_VH
                                          wrote on sidst redigeret af
                                          #443

                                          Vi kan håber på et comeback på mandag;-)

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