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Genmab — April 2017

Planlagt Fastgjort Låst Flyttet Genmab
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  • G Offline
    G Offline
    GlobalMacro 0
    wrote on sidst redigeret af
    #1139

    Therefore if the correct peak sales (15bn – 20bn) would already been verified by the analysts DCF models, they would show a much higher price target.
    It is simple math, we know the Pollux PFS is 50+ months, so why are they calculating with only half of this in their DCF models?

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    • G Offline
      G Offline
      GlobalMacro 0
      wrote on sidst redigeret af
      #1140

      The current price targets should be way way higher.
      We’ll get there, only it’s going to take more time.

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      0
      • G Offline
        G Offline
        GlobalMacro 0
        wrote on sidst redigeret af
        #1141

        If you’re not sure if this is right I suggest you take an analyst report that has a full P&L up to 2025 (Citi Bank, Kempen, Nordea) and look how the peak sales of Dara is build up, you’ll see that their assumptions are way way to conservative.

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        • G Offline
          G Offline
          GlobalMacro 0
          wrote on sidst redigeret af
          #1142

          @Bikube, regarding the Carina trial.
          I get your view on the current sell-off, however I believe this in no case reflects a normal market reaction and this will not be how the market on average will react in the future if certain studies with the little magnitude like the Carina study fail. What happened in the rollercoaster from 1413 till 1220 just doesn’t make any sense. I think some part of it was manipulated and we’ll see 1400 within a couple of weeks.

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          • J Offline
            J Offline
            JKY_VH
            wrote on sidst redigeret af
            #1143

            Thank you GM. I am assuming that you are not employed by HSBC:-)

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            • B Offline
              B Offline
              bibob
              wrote on sidst redigeret af
              #1144

              He suddently is not 🙂

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              • G Offline
                G Offline
                GlobalMacro 0
                wrote on sidst redigeret af
                #1145

                haha!

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                • BudweisB Offline
                  BudweisB Offline
                  Budweis
                  wrote on sidst redigeret af
                  #1146

                  http://www.journalofclinicalpathways.com/article/daratumumab-cost-effective-refractory-multiple-myeloma

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                  • BudweisB Offline
                    BudweisB Offline
                    Budweis
                    wrote on sidst redigeret af
                    #1147

                    Daratumumab Cost-Effective for Refractory Multiple Myeloma

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                    0
                    • Helge_LarsenPI-redaktørH Offline
                      Helge_LarsenPI-redaktørH Offline
                      Helge_LarsenPI-redaktør
                      wrote on sidst redigeret af
                      #1148

                      God morgen. 🙂

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                      0
                      • Helge_LarsenPI-redaktørH Offline
                        Helge_LarsenPI-redaktørH Offline
                        Helge_LarsenPI-redaktør
                        wrote on sidst redigeret af
                        #1149

                        Tak for link Bud. 🙂

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                        0
                        • B Offline
                          B Offline
                          bibob
                          wrote on sidst redigeret af
                          #1150

                          God morgen. 🙂

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                          • B Offline
                            B Offline
                            bibob
                            wrote on sidst redigeret af
                            #1151

                            Tak for link Budweis. Ser ud til at FDA er blevet mere prisbevidste. Godt for DARA.

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                            • J Offline
                              J Offline
                              JKY_VH
                              wrote on sidst redigeret af
                              #1152

                              Tak Budweis og god morgen

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                              0
                              • B Offline
                                B Offline
                                bibob
                                wrote on sidst redigeret af
                                #1153

                                http://www.journalofclinicalpathways.com/basic-page/best-therapy-combination-multiple-myeloma

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                                • B Offline
                                  B Offline
                                  bibob
                                  wrote on sidst redigeret af
                                  #1154

                                  http://www.journalofclinicalpathways.com/article/meta-analysis-reveals-optimal-combination-therapy-multiple-myeloma

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                                  • T Offline
                                    T Offline
                                    transalp
                                    wrote on sidst redigeret af
                                    #1155

                                    Tak for dagens link.. Godt at se dara er fornuftigt prissat..

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                                    • G Offline
                                      G Offline
                                      gentogen
                                      wrote on sidst redigeret af
                                      #1156

                                      Tak for super links og den fine søndagschat. Jeg tør næsten ikke dele Global Macros optimisme, men er nu sådan set meget enig i de grundlæggende tanker

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                                      • E Offline
                                        E Offline
                                        E_L
                                        wrote on sidst redigeret af
                                        #1157

                                        http://www.newswire.ca/news-releases/janssen-inc-receives-health-canada-approval-of-darzalex-daratumumab-by-priority-review-for-patients-with-multiple-myeloma-who-have-had-at-least-one-prior-therapy-619600403.html Janssen Inc. Receives Health Canada Approval of DARZALEX® (daratumumab) by Priority Review for Patients with Multiple Myeloma Who Have Had At Lea
                                        st One Prior Therapy

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                                        • J Offline
                                          J Offline
                                          JKY_VH
                                          wrote on sidst redigeret af
                                          #1158

                                          Thank you E L:-)

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                                          0

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