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Genmab — September 2014

Planlagt Fastgjort Låst Flyttet Genmab
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  • J Offline
    J Offline
    JKY_VH
    wrote on sidst redigeret af
    #140

    Der er ingen tvivl i mit sind. Dara er det mest potente middel mod knoglekræft der findes.

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    0
    • G Offline
      G Offline
      gentogen
      wrote on sidst redigeret af
      #141

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      favicon

      (files.shareholder.com)

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      0
      • MadsSkjernM Offline
        MadsSkjernM Offline
        MadsSkjern
        wrote on sidst redigeret af
        #142

        Det er nogle gode Dara slides i appendix. præklinisk model med Dara-CHOP og Dara-R-CHOP i DLBCL er imponerende. Ligeledes Dara Vincristin i ALL.

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        0
        • investor1989I Offline
          investor1989I Offline
          investor1989
          wrote on sidst redigeret af
          #143

          ja ligner det ikke 100% ORR i Dara + Vincristine ?

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          0
          • MadsSkjernM Offline
            MadsSkjernM Offline
            MadsSkjern
            wrote on sidst redigeret af
            #144

            På Ofa+Ibrutinib slide står Dosing Sequence optimization required. Det kan være derfor det trækker ud med fase 3

            1 Reply Last reply
            0
            • MadsSkjernM Offline
              MadsSkjernM Offline
              MadsSkjern
              wrote on sidst redigeret af
              #145

              Det er i en præklinisk model. Men effekten er ikke til at tage fejl af

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              0
              • investor1989I Offline
                investor1989I Offline
                investor1989
                wrote on sidst redigeret af
                #146

                Syntes mere og mere tegner lyst for Daratumumab

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                • investor1989I Offline
                  investor1989I Offline
                  investor1989
                  wrote on sidst redigeret af
                  #147

                  kan vi også få gode data fra phase I studier idenfor MM i ALL, AML, DLBLC etc. så kan det stof jo gå amok i salg

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                  • MadsSkjernM Offline
                    MadsSkjernM Offline
                    MadsSkjern
                    wrote on sidst redigeret af
                    #148

                    jep

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                    0
                    • SolsenS Offline
                      SolsenS Offline
                      Solsen
                      wrote on sidst redigeret af
                      #149

                      Rtx look alike ... Nordea svinger sig op i $7 bn

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                      0
                      • S Offline
                        S Offline
                        Sibelius
                        wrote on sidst redigeret af
                        #150

                        Novod skriver i den seneste analyse: We maintain our Strong Buy rating on Genmab and raise our target
                        p
                        rice to DKK 350 (315), with a blue-sky scenario above DKK 500 per
                        share. We believe that Genmab/J&J's Daratumumab (Dara) will set a
                        new standard in the treatment of multiple myeloma and help drive the
                        MM antibody market to USD 7-9bn in ten to 15 years. We believe that
                        Dara will be first- and best-in-class, likely two to three years ahead ofthe competition. We consequently now model Dara to ca

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                        0
                        • S Offline
                          S Offline
                          Sibelius
                          wrote on sidst redigeret af
                          #151

                          Han tror på Dara peak sales på 4,5mia USD og undlader at tage Humax TF med i salgstal/forecast

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                          0
                          • S Offline
                            S Offline
                            Sibelius
                            wrote on sidst redigeret af
                            #152

                            Til gengæld tror han mindre på Arzerra og skærer i forecast

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                            • S Offline
                              S Offline
                              Sibelius
                              wrote on sidst redigeret af
                              #153

                              Arzerra udgør 23% afvaluation (ned fra 27% tidligere)

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                              0
                              • S Offline
                                S Offline
                                Sibelius
                                wrote on sidst redigeret af
                                #154

                                "..,we strongly advise investors to build positions in Genmab ahead of and around the pivotal phase ll/lll data for dara"

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                                0
                                • S Offline
                                  S Offline
                                  Sibelius
                                  wrote on sidst redigeret af
                                  #155

                                  Godt nok noget af en udmelding!

                                  1 Reply Last reply
                                  0
                                  • S Offline
                                    S Offline
                                    Sibelius
                                    wrote on sidst redigeret af
                                    #156

                                    Vist første gang der er en DCF valuation med i Novods analyse

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                                    0
                                    • SolsenS Offline
                                      SolsenS Offline
                                      Solsen
                                      wrote on sidst redigeret af
                                      #157

                                      $1 bn til Dara i non-MM

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                                      0
                                      • SolsenS Offline
                                        SolsenS Offline
                                        Solsen
                                        wrote on sidst redigeret af
                                        #158

                                        ...og måske mere til.

                                        1 Reply Last reply
                                        0
                                        • SolsenS Offline
                                          SolsenS Offline
                                          Solsen
                                          wrote on sidst redigeret af
                                          #159

                                          Men det er vildt at regne med 50% af MM markedet. Rosk

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                                          0

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