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Genmab — April 2017

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • 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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    0
    • 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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            0
            • 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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                    • B Offline
                      B Offline
                      bibob
                      wrote on sidst redigeret af
                      #1150

                      God morgen. 🙂

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                      0
                      • 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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                        0
                        • 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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                              0
                              • 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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                                  0
                                  • 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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                                      • J Offline
                                        J Offline
                                        JKY_VH
                                        wrote on sidst redigeret af
                                        #1159

                                        Canada er ca 10% af US

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                                        • B Offline
                                          B Offline
                                          bibob
                                          wrote on sidst redigeret af
                                          #1160

                                          Thank`s E L . That means Dara could be a potientiel Blockbuster in Canada over time. Or almost. Sounds good to me. 🙂

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                                          0

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