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Genmab — November 2017

Planlagt Fastgjort Låst Flyttet Genmab
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  • S Offline
    S Offline
    Sukkeralf
    wrote on sidst redigeret af
    #2594

    Jeg mener det er for tidligt at sige, men at feje det af banen som Jan (og andre gør), mener jeg er en kæmpe fejl. Jan er muligvis bare loyal overfor Genmab.

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    • JørgenVarnæsJ Offline
      JørgenVarnæsJ Offline
      JørgenVarnæs
      wrote on sidst redigeret af
      #2595

      Det er i hvert fald en teknologi, der skal holdes gevaldigt øje med

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      • S Offline
        S Offline
        Sukkeralf
        wrote on sidst redigeret af
        #2596

        bb2121 er muligvis ikke så farlig, men der arbejdes overalt med at forbedre CAR-T´s dårlige egenskaber og der kastes voldsomt mange penge efter det. Eksempelv off the shelves CAR-T eller CAR-T givet flere gange i mindre doser eller CAr-T monteret med en switch, så man kan lukke ned for T-cellerne, hvis bivirkningerne bliver for store

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        • G Offline
          G Offline
          GeorgeBest
          wrote on sidst redigeret af
          #2597

          Hold da op, det lyder som artificial intelligens 😉

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          • StockBullS Offline
            StockBullS Offline
            StockBull
            wrote on sidst redigeret af
            #2598

            Her lidt fra Bryan Garnier angående CAR-T

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            • StockBullS Offline
              StockBullS Offline
              StockBull
              wrote on sidst redigeret af
              #2599

              Two therapeutic areas came under the spotlight: CAR-T and Alzheimer.
              Gilead’s Yescarta became the second CAR-T therapy to be approved in
              the US. Interesting to remember that Gilead pocketed Kite pharma
              merely six weeks before Kite’s developed drug got approved for
              aggressive B-cell non-Hodgkin lymphoma. Despite being approved in two
              different indications for now, commercial expansion could soon put
              Yescarta and Novartis’s Kymriah in direct competition. With Yescarta
              priced at $373k (i.e., $102k

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              • StockBullS Offline
                StockBullS Offline
                StockBull
                wrote on sidst redigeret af
                #2600

                Fra deres Oktober healthcare rapport som kan downloades via deres hjemmeside

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                • S Offline
                  S Offline
                  Sukkeralf
                  wrote on sidst redigeret af
                  #2601

                  Og hvis eksempelvis daratumumabs peaksale på 8 milliarder består af en omsætning på 1-2 milliard i 3-4 linie, så vil der stadig være en del af dette som er i fare enten fra CAR-T BCMA, BCMA/CD3 eller BCMA ADC - dette target vil få kandidater igennem er jeg overbevist om og hvilken rolle det vil spille må tiden vise, men blankt at afvise det får betydning for Darzalex peak er lige arrogant nok.

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                  • S Offline
                    S Offline
                    Sukkeralf
                    wrote on sidst redigeret af
                    #2602

                    Muligvis er der hul igennem til solide tumorer på det tidspunkt og så henter vi det tabte den vej igennem, men jeg synes det er underligt at det får så lidt omtale og Jan ikke bliver konfronteret mere med udfordringen i fremtiden fra CAR-T

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                    • E Offline
                      E Offline
                      E_L
                      wrote on sidst redigeret af
                      #2603

                      Fully agree. Jan does not seem to realise that CAR-T has serious attention from an investor point of view. I would really like him to address this more. If he is that confident that it isnt a threat, he should be more vocal in reassuring investors of this fact

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                      • E Offline
                        E Offline
                        E_L
                        wrote on sidst redigeret af
                        #2604

                        i also don't understand why analyst di
                        d not ask him about this

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                        • S Offline
                          S Offline
                          Sukkeralf
                          wrote on sidst redigeret af
                          #2605

                          The problem is maybe that nobody knows - and as long as nobody knows hes not going to scare people off

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                          • StockBullS Offline
                            StockBullS Offline
                            StockBull
                            wrote on sidst redigeret af
                            #2606

                            Man kan også vende og dreje den og sige hvorfor skulle Bryan Garnier hæve deres Genmab target til 2072kr hvis de var bekymter for CAR-T som man må formode de er godt bekendte med.

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                            • V Offline
                              V Offline
                              Vitus
                              wrote on sidst redigeret af
                              #2607

                              Så forsvandt stigningen, men holder trods alt fast i den fra i går...endnu !

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                              • nohopeN Offline
                                nohopeN Offline
                                nohope
                                wrote on sidst redigeret af
                                #2608

                                I mine øjne ligner det at nogen kendte nyheden allerede igår - og handlede på den.

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                                • M Offline
                                  M Offline
                                  Mcjean
                                  wrote on sidst redigeret af
                                  #2609

                                  JDW say nothing because he has nothing to say! What should he possible say? If he say its absolute no threat he will lye, if he says it a good drug and will take some of there sale, he would be follish especially if he think the company is "under attack" and in danger og being bougth or ?

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                                  • S Offline
                                    S Offline
                                    Sukkeralf
                                    wrote on sidst redigeret af
                                    #2610

                                    StockBull - er BG føler sig sikre i solide tumorer og har lagt en pæn portion til peaksale her. Uanset hvad så er det svært at bruge et tal til, når du ikke kender forudsætningen for tallet

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                                    • S Offline
                                      S Offline
                                      Sukkeralf
                                      wrote on sidst redigeret af
                                      #2611

                                      Agree Mcjean - thats also why I say that we must find out how big a threat it is. But people here mostly just say what Jan says or even worse what BB says

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                                      • R Offline
                                        R Offline
                                        rex_pacis
                                        wrote on sidst redigeret af
                                        #2612

                                        @nohope ja, der er nogen i AB som sidder med insiderviden, det må der være.

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                                        • M Offline
                                          M Offline
                                          Mcjean
                                          wrote on sidst redigeret af
                                          #2613

                                          We will find out on ASH i guess

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