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Genmab — November 2017

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • StockBullS Offline
    StockBullS Offline
    StockBull
    wrote on sidst redigeret af
    #2753

    Men måske min P-E på 35 i 2021 er for konservativ.

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    • StockBullS Offline
      StockBullS Offline
      StockBull
      wrote on sidst redigeret af
      #2754

      JP har følgende upside: Upside Risks to Rating and Price Target  Darzalex uptake is faster than our estimates, generating greater royalty income for Genmab.  Darzalex demonstrates strong data in solid tumours ahead of 2H’18 leading to upgrades to consensus peak sales estimates.  Tisotumab Vedotin data in other tumours (outside of cervical cancer) is promising leading to addition of sales forecasts for other tumours.

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      • StockBullS Offline
        StockBullS Offline
        StockBull
        wrote on sidst redigeret af
        #2755

        og downside: Downside Risks to Rating and Price Target  Darzalex misses consensus expectations due to competition from other antiCD38’s particularly isatuximab, which could lead to price declines, reducing Darzalex sales potential or lower than expected uptake.  MorphoSys patent challenge could lead to lower royalties received by Genmab from Janssen.  Failure to successfully develop a subcutaneous version of Darzalex, which could remove any of the advantages of competitor CD38s over Darzalex

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        • B Offline
          B Offline
          bibob
          wrote on sidst redigeret af
          #2756

          God morgen. 🙂

          1 Reply Last reply
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          • B Offline
            B Offline
            bibob
            wrote on sidst redigeret af
            #2757

            Tak for meget flot ben ( og analyse ) arbejde StockBull. Fint at se på tryk hvordan scenariet ser ud for den fremtidige vækst. Thumbs up. :-).

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            • P Offline
              P Offline
              polle1
              wrote on sidst redigeret af
              #2758

              Godmorgen, og tak Stockbull 🙂

              1 Reply Last reply
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              • DarvinD Offline
                DarvinD Offline
                Darvin
                wrote on sidst redigeret af
                #2759

                Morn ser godt ud Sbull 🙂

                1 Reply Last reply
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                • E Offline
                  E Offline
                  E_L
                  wrote on sidst redigeret af
                  #2760

                  thanks StockBull , is this from when they did their downgrade to 1400 early oktober?

                  1 Reply Last reply
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                  • E Offline
                    E Offline
                    E_L
                    wrote on sidst redigeret af
                    #2761

                    NCT03301220 NOW RECRUITING (Brief title: A Study of Subcutaneous Daratumumab Versus Active Monitoring in Participants With High-Risk Smoldering Multiple Myeloma)

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                    • E Offline
                      E Offline
                      E_L
                      wrote on sidst redigeret af
                      #2762

                      NEW: NCT03346135 Daratumumab After Stem Cell Transplant in Treating Patients With Multiple Myeloma https://clinicaltrials.gov/ct2/show/NCT03346135?term=daratumumab+OR+ofatumumab&lupd_s=11%2F16%2F2017&rank=2

                      1 Reply Last reply
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                      • M Offline
                        M Offline
                        Mcjean
                        wrote on sidst redigeret af
                        #2763

                        Ty Stockbull and E L

                        1 Reply Last reply
                        0
                        • H Offline
                          H Offline
                          henrik48
                          wrote on sidst redigeret af
                          #2764

                          God morgen og mange tak til Stockbull og E L

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                          0
                          • StockBullS Offline
                            StockBullS Offline
                            StockBull
                            wrote on sidst redigeret af
                            #2765

                            @El. Its from Nov. 9 after Genmab Q3 when J.P.M reduced from 1400 to 1330. They cut the salesforecast 2017-21 by 10%

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                            0
                            • E Offline
                              E Offline
                              E_L
                              wrote on sidst redigeret af
                              #2766

                              ok thanks. i forgot they reduced a 2nd time

                              1 Reply Last reply
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                              • StockBullS Offline
                                StockBullS Offline
                                StockBull
                                wrote on sidst redigeret af
                                #2767

                                Formoder J.P.M holder sig tæt op ad J&J salgsestimat på 7B usd for 2021

                                1 Reply Last reply
                                0
                                • StockBullS Offline
                                  StockBullS Offline
                                  StockBull
                                  wrote on sidst redigeret af
                                  #2768

                                  Quote: Analysts forecast Darzalex sales of $3.9 billion in 2021, vs. J&J's comments, which suggest a sales potential of at least $7 billion that year.

                                  1 Reply Last reply
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                                  • StockBullS Offline
                                    StockBullS Offline
                                    StockBull
                                    wrote on sidst redigeret af
                                    #2769

                                    Quote: Darzalex is likely to be used in combination with Celgene's leading multiple-myeloma drug, Revlimid, which is slated to have sales of $12 billion in 2021. Genmab earns a tiered royalty on Darzalex sales, with the highest rate of 20% payable on net sales above $3 billion achieved in a calendar year. (08/16/17)

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                                    • J Offline
                                      J Offline
                                      JKY_VH
                                      wrote on sidst redigeret af
                                      #2770

                                      God formiddag og tak SB og E L

                                      1 Reply Last reply
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                                      • BulderB Offline
                                        BulderB Offline
                                        Bulder
                                        wrote on sidst redigeret af
                                        #2771

                                        Plesner kørte sit eget lille ISS-studie ovre i Vejle med 4 pts, men med et interessant formål: Daratumumab is a new treatment for patients with myeloma. While many patients benefit from this treatment some do not and the mechanism(s) of failure are poorly understood. This study aims to clarify aspects of resistance to treatment with daratumumab in order to improve patient outcomes in the future.

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                                        • BulderB Offline
                                          BulderB Offline
                                          Bulder
                                          wrote on sidst redigeret af
                                          #2772

                                          Dette studie er nu afsluttet https://clinicaltrials.gov/ct2/show/NCT02419118?term=daratumumab&cntry1=EU%3ADK&rank=1

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