Genmab — Juni 2017
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@EL - Keytruda not working in MM is good for Genmab. If Merck or Janssen start trials in solid tumors with Keytruda/Darzalex is good for Genmab. Now Keytruda in combo with Pomalyst was so far not safe in MM. But Keytruda has been approved in several solid tumors. So I presume it is safe there. And therefore I hope that Merck or Janssen start trials in solid tumors combining Keytruda and Darzalex. Genmab has nothing to loose. If results are bad = trials stops. If results are good = new market.
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I hope someone will ask Jan later today in the GS conference about the competitive landscape. I would like to know if he sees Car T technology as competition. I think it is too difficult to produce, too expensive and possibly too toxic. But, like Sukkeralf said above, I assume it will take some market share
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Sukkeralf - hvorfor tror at Jans GS præsentation kan give noget til kursen. Jeg synes de seneste års præsentationer har været non events. Han kan vel ikke sige meget vi ikke ved i forvejen. Han kan naturligvis fremføre sit indlæg meget positivt og i bullish tone. Men det er investorerne efterhånden vant til.
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Dagens stigning er vel bare en modreaktion på den seneste uges fald. Vi ser nøjagtig samme mønster i Bavarian
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Jeg er enig i at dara/pom/dex godkendelse er vigtig. Men den ligger vel i kortene. Gode salgstal næste uge er nok det jeg hælder mest til som kurspåvirkende.
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