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Genmab — September 2014

Planlagt Fastgjort Låst Flyttet Genmab
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  • 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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        • 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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          • 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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              • 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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                  • 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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                    • S Offline
                      S Offline
                      Sibelius
                      wrote on sidst redigeret af
                      #155

                      Godt nok noget af en udmelding!

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

                            ...og måske mere til.

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                            • 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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                              • SolsenS Offline
                                SolsenS Offline
                                Solsen
                                wrote on sidst redigeret af
                                #160

                                Risk ajustment er 70% på dara. Så der opjusteres med ca 100 kurspoint, jvis dara holder til målet.

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                                • S Offline
                                  S Offline
                                  Sibelius
                                  wrote on sidst redigeret af
                                  #161

                                  M&A potentialet er betydeligt, og et bud på Genmab er ikke utænkeligt. Sammenlignet med ROches bud på Intermune burde M&A premium på Genmab være langt over 100% (min fortolkning)

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                                  • SolsenS Offline
                                    SolsenS Offline
                                    Solsen
                                    wrote on sidst redigeret af
                                    #162

                                    Blot der ikke kommer bud før pivotal er jeg tilfreds...

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                                    0
                                    • S Offline
                                      S Offline
                                      Sibelius
                                      wrote on sidst redigeret af
                                      #163

                                      me too:-)

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                                      • J Offline
                                        J Offline
                                        JKY_VH
                                        wrote on sidst redigeret af
                                        #164

                                        Jeg tilslutter mig det fromme ønske:-)

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                                        • celsiusC Offline
                                          celsiusC Offline
                                          celsius
                                          wrote on sidst redigeret af
                                          #165

                                          Dansk Aktionær Forening Event, København, Danmark 17. sep: "deltager Jan ?

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                                          0

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