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Genmab — Juni 2017

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • F Offline
    F Offline
    flottenschmecker
    wrote on sidst redigeret af
    #937

    actelion var et nicheproduktsfirma. No problem med at fokusere på nicheprodukter...

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    • F Offline
      F Offline
      flottenschmecker
      wrote on sidst redigeret af
      #938

      Der har været noget stille på analytikerfronten siden asco. Mon de venter på pdufa?

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      • royalR Offline
        royalR Offline
        royal
        wrote on sidst redigeret af
        #939

        Måske vi ikke skal koge over i begejstring. Det var "kun" Standard Review.

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        • B Offline
          B Offline
          bibob
          wrote on sidst redigeret af
          #940

          Indtil videre godt nok til mig. 😄

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          • J Offline
            J Offline
            JohnW
            wrote on sidst redigeret af
            #941

            Skal denne pdufa stadig komme senest d. 17/6 ?

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            • F Offline
              F Offline
              flottenschmecker
              wrote on sidst redigeret af
              #942

              jep - formentlig indenfor de næste 3 amerikanske arbejdsdage

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              • royalR Offline
                royalR Offline
                royal
                wrote on sidst redigeret af
                #943

                In addition, the FDA has granted a Standard Review period for the use of daratumumab in combination with pomalidomide and dexamethasone for the treatment of patients with relapsed or refractory multiple myeloma who have received at least two prior therapies, with a proteasome inhibitor and an immunomodulatory agent. The PDUFA date for the combination of daratumumab with pomalidomide/dexamethasone is June 17, 2017.

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                • J Offline
                  J Offline
                  JohnW
                  wrote on sidst redigeret af
                  #944

                  Spændende!

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                  • J Offline
                    J Offline
                    JKY_VH
                    wrote on sidst redigeret af
                    #945

                    bestemt:-)

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                    • royalR Offline
                      royalR Offline
                      royal
                      wrote on sidst redigeret af
                      #946

                      Til os der ikke er helt skarpe på PDUFA: https://www.fool.com/knowledge-center/what-is-a-pdufa-date.aspx

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                      • M Offline
                        M Offline
                        Mcjean
                        wrote on sidst redigeret af
                        #947

                        Er denne kommenteret? http://www.medscape.com/viewarticle/881376 Måske Ofatumumab klarer sig bedre, men det må fase 3 jo vise.

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                        • J Offline
                          J Offline
                          JKY_VH
                          wrote on sidst redigeret af
                          #948

                          Har ikke adgang Mcjean, men jeg så et par bemærkninger om Ofa under JW´s præsentation hos GS i går.

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                          • G Offline
                            G Offline
                            GeorgeBest
                            wrote on sidst redigeret af
                            #949

                            Jan var ekstrem positiv omkring ofas muligheder i MS i går. Han gav udtryk får at ofa kunne være bedre end det tilsvarende medikament fra Roche. Roche er dog først mover. Så der har de en klar fordel.

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                            • E Offline
                              E Offline
                              E_L
                              wrote on sidst redigeret af
                              #950

                              Would be fun if Ofa could come back into the picture again. It is dismissed by most i think (just like potential duobody deal)

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                              • E Offline
                                E Offline
                                E_L
                                wrote on sidst redigeret af
                                #951

                                Some education on PD-L1 , the 2nd little video is a must watch - really funny 😉 https://medivizor.com/blog/2017/05/26/quick-guide-understanding-importance-fdas-keytruda-approval/

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                                • N Offline
                                  N Offline
                                  Nickstar
                                  wrote on sidst redigeret af
                                  #952

                                  Tak Royal 🙂

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                                  • J Offline
                                    J Offline
                                    JohnW
                                    wrote on sidst redigeret af
                                    #953

                                    Markedet har vist (endnu) ikke fundet den optimisme vi så i går aftes.

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                                    • SolsenS Offline
                                      SolsenS Offline
                                      Solsen
                                      wrote on sidst redigeret af
                                      #954

                                      GS er ude med lidt omkring gårdsdagens session. Ingen ændring hos dem - neutral on Genmab - kujoner !

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                                      • S Offline
                                        S Offline
                                        Sukkeralf
                                        wrote on sidst redigeret af
                                        #955

                                        Jan må vise mere handling end blot ord - bedste måde er ESMO med tisotumab ! Eller en forbandet stor og flot tech-deal

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                                        • SolsenS Offline
                                          SolsenS Offline
                                          Solsen
                                          wrote on sidst redigeret af
                                          #956

                                          We are Neutral rated on Genmab with a 12-month price target of Dkr1,370 is
                                          based on a fundamental DCF valuation of Dkr1,341/sh (85% weight) and an M&A
                                          component (15% weight) value of Dkr1,570/sh.

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