Genmab — August 2016
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Jan dæmper forventningerne: https://play.borsen.dk/social/57bb35fcd99b63192e1f1faa
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Michael Friis citerer så ikke casen helt rigtigt, fordi han giver en forståelse af, at Jan først skal til at finde, hvad der kan blive næste guld-æg. Alle her ved jo, han vil udvælge/prioritere fra den eksisterende pipeline, og jeg forventer ikke der går 3-4 år, men at han allerede har udset sig et par stykker. Og enig med Gentogen - virker Dara uden for MM klinger kasseapparatet inde i himlen, hvor træerne gror...
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Not even the sky is the limit, hvis Dara virker udenfor MM: http://m.cancer.org/acs/groups/content/@editorial/documents/document/acspc-044552.pdf
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Angående MM alene man jo også genlæse slide 24 http://files.shareholder.com/downloads/AMDA-KPIBN/2675383671x0x887370/9A09FC37-3E04-4E14-8D51-9DB3CF0714BC/Investor_Presentation_public_appendix__7April.pdf
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