Genmab — November 2017
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På nær kursen, så ser tingene da meget positive ud. Det værste der næsten kan ske nu, er at der kommer et bud på Genmab. Også selvom det skulle være på 100% over dagskursen.
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Det håber jeg så sandelig heller ikke med den nuværende kurs:-)
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ja det er sgu et meget godt move Blackrock har fået lavet
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Nordea Equity Research: At the meeting with management, we also discussed the ASH presentation and the company remains optimistic that ALCYONE frontline ph III data will be presented. We will know more about this when the ASH late-breaker presentations are disclosed on 21 November.
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JnJ expects to file for frontline approval with Dara-VMP in Q4 2017 and we expect a speedy FDA review. We also discussed smouldering myeloma at the meeting and Genmab does not really see a big cannibalisation risk for frontline sales. First of all, the amount of smouldering patients is still quite small.
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Secondly, the ph III trial in smouldering myeloma will be run with the high dose intense scheduling regimen of Darzalex (1800 milligram subcu) – hence the ‘value per patient’ will not be diluted. Lastly, if patients with smouldering myeloma are treated with Darzalex, they will likely be on treatment for a very long time. We anticipate an intriguing news flow from ASH and potentially game-changing news flow on solid cancers in 2018, and also from Darzalex now moving beyond cancer with JnJ filing
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Hvis vi kigger på newsflowet efter luk i går: positiv Nordea referat, melding om Blackrock som storaktionær, der i den grad har kapitalen til at øge, og ikke paniksælger, og slutteligt at marked der kom pænt igen og futures der nu ligger i lille plus. Så på den måde er der ikke basis for yderligere nedtur, men lad os nu se
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Godmorgen.
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