Genmab — Juni 2017
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Danske Bank: "6 June 2017 / Investment cases and follow-ups / Genmab (Buy) / Daratumumab has been presented at ASCO with encouraging cytogenetic risk data and solid DKRd NDMM data; but inconclusive vs historical KRd ORR rates. The POLLUX PFS continues its strong trend to support long-term maintenance use. We keep our Buy rating and DKK1,670 per share 12-month target price."
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CheckMate 142 opdateret 1 juni 17. https://clinicaltrials.gov/ct2/show/NCT02060188?term=Daratumumab+all&rank=4
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Ved ikke om denne har været vist. https://clinicaltrials.gov/ct2/show/NCT03067571?term=Daratumumab+all&rank=5
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Tak gentogen. Dara udenfor MM bliver mere og mere interessant. I mit investeringsunivers er Dara "udenfor MM" der hvor Dara var sidst jeg øgede voldsomt (før succesen ramte os). Min risikoprofil taget i betragtning er sandsynligheden for succes - og dermed afkastmulighederne - der hvor jeg gerne vil have den. Man kan "håbe" på momentvis lavere købspris, men ellers er tiden til at påbegynde en investeringsstrategi. Hvis man ikke allerede er lastet !!! Og det er så bare med udgangspunkt i Dara
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https://www.pri.org/stories/2013-09-09/holy-ship-triple-e-biggest-container-ship-world Min last i genmab, men er spredt over flere køb som bøgerne foreskriver eller har jeg misforstået noget?
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Vi har vist helt overset elo. Det var ikke så godt. Elo+VRd frontline, flere pts afbrød. Ikke imponerende responsrater. Dr. Joseph Michael konkluderer: This is an important study in including elotuzumab upfront; however, the results are not as impressive as expected and the rate of discontinuation was higher than expected. More study would be required before this agent will be incorporated into frontline myeloma therapy in my opinion. http://www.medscape.com/viewarticle/880647
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Så havde Dr. Joseph Michael mere til overs for Dara+KRd frontline studiet: "This is a critical study in that it introduces the very likely future that we will be incorporating monoclonal antibody therapy into induction regimens in myeloma. This combination is feasible and may well be an available option for patients in the future." Samme sted, der skal scrolles langt ned.
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Efterhånden som markedet erfarer hvilken andel Dara rent faktisk opnår på MM markedet vil kursen stige. Sker der ikke andet vil du efterhånden se en valuering der mere og mere går i retning til en PE vurdering. Uden sammenligning vil du se en udvikling over årene som for feks Novo. Altså forudsat at der ikke sker andet som nye produkter/områder fra Genmab eller konkurrenter der tager det man regnede for Genmabs
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God morgen.
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