Genmab — Januar 2017

[cindycola]

Direkte+ indirekte kostnader MS Patienter idag 8.525-54.240 Us dollars År. Der findes 400000 amerikaner med MS I verden 2.500.000 patienter med Multiple Scleros. Azerra har vist 90 % reduktion av nye läsioner i hjärnan i fas 2 forsök Nu körer fas 3 Genmab kan her OGSÅ HA EN BLOCKBURSTER

[GlobalMacro]

My guess is that we'll be seeing more uptrend in Genmab driven by the Actelion deal. When the deal was first announced smart money moved out of EU biotech into Actelion (would also explain the fact that Genmab almost didn’t move after all the fantastic data shared on ASH). Now that the deal is announced smart money is slowly moving out of Actelion and moving back into EU biotech. After completion Genmab is the no.1 EU biotech, it wouldn’t surprise me if we’re going to see big inflow in Genmab

[GlobalMacro]

the coming months, especially after all Actelion stakeholders receiver their funds. Until now only +/- 5% off shares have been traded hands at the 272-276 CHF level.

[JKY_VH]

a good point

[HenryAS]

https://www.bloomberg.com/news/articles/2017-01-27/hedge-funds-track-j-j-private-jet-for-an-edge-on-actelion-score

[Repsac]

betting on the deal who tracked the plane’s movements on the Internet.

[royal]

Vi skal have planter en chip i Jan og David

[E_L]

Sebia signs agreement with Janssen Biotech to develop a multiple myeloma IVD test http://www.ala.com/sebia-signs-agreement-with-janssen-biotech-to-develop-a-multiple-myeloma-ivd-test/

[E_L]

If I understand correctly, this should help monitor patients blood that are on darzalex, limiting the bloodbank problem?

[Solsen]

No sure it solves that limited issue. You dont get false results on M-protein with the new test.

[E_L]

think you are correct, probable meant to test patients response to treatment and measure level of illness

[bibob]

January 28. 2017 The J.P.Morgan Chase & CO upgrades Genmab A/S (GNMSF) to overweight.

[E_L]

they upgraded Genmab earlier this month i believe, this just a follow up for the other symbols it trades under. They should just delist GNMSF , nobody trades it there anyway...

[E_L]

Maybe they can upgrade GMXAY tomorrow

[bibob]

Yes it would be much better.

[Helge_LarsenPI-redaktør]

Overskrifter vi kan lide ligesom betegnelsen "defensiv aktie". http://penge.borsen.dk/artikel/1/339167/aktier_genmab_satte_igen_rekord_i_roedt_marked.html

[bibob]

Ja Helge. Lad det bare være en defensiv aktie. Især når den er i offensiven.

[pauly]

Der er flere som kalder den defensiv, det forstår jeg godt nok ikke, det rimer sku ikke rigtigt

[dohk]

Så er Roche's anti cd20 ved at nå målet i MS http://www.fiercepharma.com/special-report/1-ocrevus

[dohk]

med et forventet peaksalg på $4mia i 2022. Det bliver spænende om Genmabs subkutane version bliver en reel konkurrent, eller first in class bliver afgørende igen.