Skip to content
  • Debatforum
  • Seneste
  • Populære
  • Bruger
Temaer
  • Light
  • Dark

Kollaps
FORSIDEN
Log ind Opret konto

Genmab — November 2017

Planlagt Fastgjort Låst Flyttet Genmab
4.3k Indlæg 1 Posters 0 Visninger
  • Ældste til nyeste
  • Nyeste til ældste
  • Most Votes
Svar
  • Svar som emne
Login for at svare
Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • O Offline
    O Offline
    OHW
    wrote on sidst redigeret af
    #3967

    Sorry, det var 3000 aktier...nu har de købt lidt tilbage, men nettosælger stadig!

    1 Reply Last reply
    0
    • E Offline
      E Offline
      E_L
      wrote on sidst redigeret af
      #3968

      isn't it really shocking how an analyst can put a price target on a stock and then drop that with 20% after only 10 days without news....

      1 Reply Last reply
      0
      • StockBullS Offline
        StockBullS Offline
        StockBull
        wrote on sidst redigeret af
        #3969

        as far as I understand its fair value now

        1 Reply Last reply
        0
        • StockBullS Offline
          StockBullS Offline
          StockBull
          wrote on sidst redigeret af
          #3970

          not sure if that was the case earlier

          1 Reply Last reply
          0
          • E Offline
            E Offline
            E_L
            wrote on sidst redigeret af
            #3971

            whatever the reason, they could have thought about that 10 days ago. it shows how carefull you have to be to listen to guys like that though...

            1 Reply Last reply
            0
            • StockBullS Offline
              StockBullS Offline
              StockBull
              wrote on sidst redigeret af
              #3972

              sure - its problematic Bryan Garnier increase target to 2072 from 1987 on nov. 15 and then reduce to 1680 on nov. 27

              1 Reply Last reply
              0
              • StockBullS Offline
                StockBullS Offline
                StockBull
                wrote on sidst redigeret af
                #3973

                however as far as I can see on EI its a short term target that 1744 can be reached when 1 line approved

                1 Reply Last reply
                0
                • G Offline
                  G Offline
                  GeorgeBest
                  wrote on sidst redigeret af
                  #3974

                  Totally agree E L. Especially as nothing changed during those 10 days. Anyway I am always very sceptical to target prices which are totally out of consensus with the rest of the market.

                  1 Reply Last reply
                  0
                  • G Offline
                    G Offline
                    GeorgeBest
                    wrote on sidst redigeret af
                    #3975

                    1st line approval will not change much Stockbull. It is 100% derisked of the analysts. Furthermore ALCYONE is not the important one. MAIA is the important. And you will have to wait to 2018 until you see MAIA related 1st line sales

                    1 Reply Last reply
                    0
                    • G Offline
                      G Offline
                      GeorgeBest
                      wrote on sidst redigeret af
                      #3976

                      Sorry.
                      You will have to wait to 2019 with MAIA sales!!!

                      1 Reply Last reply
                      0
                      • StockBullS Offline
                        StockBullS Offline
                        StockBull
                        wrote on sidst redigeret af
                        #3977

                        we are always waiting for some data and of course share price will increase when those milestones accomplished. Everybody expect that darzalex will sell for 7 B around 2022 but that does not mean that this sale is included in todays share price. Thus I think its realistic that we hit 1700kr when 1 line being approved in May 2018

                        1 Reply Last reply
                        0
                        • G Offline
                          G Offline
                          GeorgeBest
                          wrote on sidst redigeret af
                          #3978

                          You are far too optimistic. It will not happen.

                          1 Reply Last reply
                          0
                          • StockBullS Offline
                            StockBullS Offline
                            StockBull
                            wrote on sidst redigeret af
                            #3979

                            Well in Q4-2016 everybody also said 1400 within 6 month was too optimistic and we hit 1488 in april 2017 so I thinl its realsisic with 1700 in April 2018 - also seen from the point of view that C20, DAX etc. increased +15% in 2017 and Genmab now underperforming compared to C20

                            1 Reply Last reply
                            0
                            • E Offline
                              E Offline
                              E_L
                              wrote on sidst redigeret af
                              #3980

                              The Dutch National Health Care Institute advising NOT to add daratumumab to the base Insurance package, unless price negotiations improve cost-effectiveness https://www.zorginstituutnederland.nl/publicaties/adviezen/2017/11/29/pakketadvies-daratumumab-darzalex-bij-multipel-myeloom

                              1 Reply Last reply
                              0
                              • E Offline
                                E Offline
                                E_L
                                wrote on sidst redigeret af
                                #3981

                                sort of expected after the advisory committee adviced this last month. usefull read of the pdf if you understand dutch...

                                1 Reply Last reply
                                0
                                • StockBullS Offline
                                  StockBullS Offline
                                  StockBull
                                  wrote on sidst redigeret af
                                  #3982

                                  OK, whats the base - One could then think its added to the next insurance level (above the base)

                                  1 Reply Last reply
                                  0
                                  • E Offline
                                    E Offline
                                    E_L
                                    wrote on sidst redigeret af
                                    #3983

                                    they sort of indicate DarBorDex needs to drop 30% in price, DarLenDex 70% to get into the cost effectiveness range...

                                    1 Reply Last reply
                                    0
                                    • E Offline
                                      E Offline
                                      E_L
                                      wrote on sidst redigeret af
                                      #3984

                                      '" relevant is also that part of the extra cost of DarLenDex are that treatment is longer" . No shit Sherlock... It works , so patients live longer, so you have to pay longer... who would have thought...

                                      1 Reply Last reply
                                      0
                                      • StockBullS Offline
                                        StockBullS Offline
                                        StockBull
                                        wrote on sidst redigeret af
                                        #3985

                                        OK, so how will the treat the people with MM ? I understand Darzalex are price competitive compared to other treatment options

                                        1 Reply Last reply
                                        0
                                        • S Offline
                                          S Offline
                                          Sukkeralf
                                          wrote on sidst redigeret af
                                          #3986

                                          With LenDex or BorDex

                                          1 Reply Last reply
                                          0

                                          Hello! It looks like you're interested in this conversation, but you don't have an account yet.

                                          Getting fed up of having to scroll through the same posts each visit? When you register for an account, you'll always come back to exactly where you were before, and choose to be notified of new replies (either via email, or push notification). You'll also be able to save bookmarks and upvote posts to show your appreciation to other community members.

                                          With your input, this post could be even better 💗

                                          Tilmeld Log ind

                                          • Log ind

                                          • Har du ikke en konto? Tilmeld

                                          • Login or register to search.
                                          • First post
                                            Last post
                                          0
                                          • Debatforum
                                          • Seneste
                                          • Populære
                                          • Bruger