Genmab — Februar 2017
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Recently I spoke with two experts in the field (biotech investors with biotech experience at board level) who believed Dara in combo I/O studies could be approved after phase 1/2 if the data is overwhelmingly positive and of course save. Just like Dara/PomM/Dex. I'm not an expert regarding the regulation so I’m not 100% sure this is true but if true than it could all move very fast and the stock price will probably already implement a big chunk of the future prognosed value when strong
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when strong data comes out.
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Believe it only happens with significantly strong and safe data of drugs that are already tested in other indication and are found very safe. If then any significant Phase 1/2 data comes out it could mean it could get approved. Still, I don't have the regulation experience myself, this is just based on combining pure logic with facts that we know (sBLA Dara/Pom/Dex based on phase 1/2)
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JP Morgan`s rating Genmab from neutral to overweight. http://petroglobalnews24.com/2017-02-28-genmab-as-gnmsf-raised-to-overweight-at-j-p-morgan-chase-co/
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Kan ikke huske om vi har set denne fra Dec. 2016. Torben Plesner. http://haematologisktidsskrift.dk/sygdomme/myeloma/222-daratumumab-rundt-pa-365-dage.html
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Jeg har haft GENMAB i mange år og har fulgt denne meget udmærkede Chat med stor interesse og ligesom jer været positiv og lang i aktien. Men jeg er kommet i tvivl. Darzalex-potentialet kommer ikke i nærheden af at begrunde en markedsværdi på over 100 mia. Der skal ca 3 tilsvarende blockbustere til inden 100 mia kan forsvares og det potentiale ligger vel mange ude i fremtiden. Hvad mener I?
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Hvis du har fuldt chatten herinde, så er du vel ikke i tvivl om hvad flertallet af skribenterne herinde mener - forstår ikke hvad du mener med at der skal 3 tilsvarende blockbustere til at forsvare 100 mia i markedsværdi ? Hvis Dara når det peaksale mange mener, så kan det alene forsvare en markedsværdi på 100 milliarder
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