Genmab — November 2016
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Han burde nok understrege endnu tydligere, at det er tidlige data.
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Fra Novod "Very strong feedback on Darzalex – a double marketing push
In connection with Genmab's CMD, we took the opportunity to meet with
the JnJ IR team and with Celgene management. Darzalex is performing
very well and beyond expectations. We anticipate a US second-line
approval likely before ASH in early December. The POLLUX ph III data
with Revlimid was recently (31 Octover) included in NCCN guidelines,
supporting continued strong uptake. Also, Celgene views Darzalex as a major growth drive -
for Revlimid; both companies are likely to push the
Rev-Dara or Pom-Dara combinations. Outside MM, Genmab said at the
CMD that a new trial will soon be initiated in mantle cell lymphoma, which
indicates positive MCL data in the ongoing NHL ph I/II study." -
CPH...At vi falder har ikke meget med de data at gøre. Danske bankede os alene ned i går.
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Der har på intet tidspunkt, været tvivl om - I hvert fald ikke her. At Genmab vil få tæsk nu.... Det at aktien ikke fulgte med i de seneste dages rally i NBI, viste det klart og tydeligt.... Aktien står overfor nogle tæsk nu - det er bare spørgsmålet hvor mange og hvorfor?
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Jeg har en anden opfattelse af sammenhængen mellem Genmab og NBI. Den har jeg og bla. 89 skrevet her i chatten.
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CPH...Eller også er køberne fornuftige og venter på en lavere entry.
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Hvorfor købe, når det er oplagt at der er en aktør som skal af med en ordenlig dyne af aktier?
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Fuldstændig som jeg skrev for lidt siden.
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Pipelinen opjusterer man ikke på.
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Pipelinen er ikke "stærk" endnu.
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