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Genmab — December 2017

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • Legolas23L Offline
    Legolas23L Offline
    Legolas23
    wrote on sidst redigeret af
    #1735

    Hvad så når JDW guider højere end analytikere havde antaget ?

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    0
    • K Offline
      K Offline
      kbsv
      wrote on sidst redigeret af
      #1736

      Lemmingeeffekten er stærk...forhåbentlig også når det går op

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      0
      • H Offline
        H Offline
        hspinvest
        wrote on sidst redigeret af
        #1737

        der er kæmpe stor forskel mellem de forskellige anal-ytikere efter min mening. der er nogle som her helt nede i materien og forstår virkelig casen - og hvis de er det mindste i tvivl, så undersøger de sagen (CITI, Nordea bla) - og så er der de der anal-ytikere som bare snakker ud fra hvad de "føler" lige i det sekund de bliver interviewet..."brøle-aber" kalder jeg dem for....

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        • M Offline
          M Offline
          Mcjean
          wrote on sidst redigeret af
          #1738

          Analytikerne burde opjustere kære Riis, alene af den grund at PFS er langt over 50% og vi nærmest lige meget kombi med Dara taler om kronisk sygdom for mange og derved meget større topsalg end for bare 1/2 år siden..........det ville være seriøst, men det sker nok ikke ovenpå den børnehaveudvikling i dag.

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          • M Offline
            M Offline
            Mcjean
            wrote on sidst redigeret af
            #1739

            Og bare for at understege pointen viser forsøgene, at jo før du for Dara jo bedre er det, hvilket jo giver endnu større succeskriterie og burde fører til opjusteringer, især når manglende 20 mill$ givet i rabat kan give forholdsvis store nedjusteringer, men som kbsv skriver.......lemmingeeffekten er stor blandt korpset.

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            • E Offline
              E Offline
              E_L
              wrote on sidst redigeret af
              #1740

              I choose to believe they meant well talking about costs; in their enthusiasm about the pipeline they wanted to show off how much extra they will invest in all that brilliant stuff. Which should have been explained as a positive

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              • E Offline
                E Offline
                E_L
                wrote on sidst redigeret af
                #1741

                it just turned out slightly () different....

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                • StockBullS Offline
                  StockBullS Offline
                  StockBull
                  wrote on sidst redigeret af
                  #1742

                  Hvornaar mon J&J kommer med et bud paa Genmab

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                  0
                  • E Offline
                    E Offline
                    E_L
                    wrote on sidst redigeret af
                    #1743

                    nobody actually spoke about the R&D today. there were good presentations. what a waste.

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                    • BulderB Offline
                      BulderB Offline
                      Bulder
                      wrote on sidst redigeret af
                      #1744

                      For lige at skifte emne 😉 Et par topfolks syn på car-t og andre nye behandlinger i MM. 51:11 inde i videoen https://www.youtube.com/watch?v=oqA2H5Q-YmQ&t=1286s

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                      • BulderB Offline
                        BulderB Offline
                        Bulder
                        wrote on sidst redigeret af
                        #1745

                        Hele diskussionen er interessant med masser af vurderinger af daras kommende rolle i de forskellige settings.

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                        0
                        • H Offline
                          H Offline
                          hspinvest
                          wrote on sidst redigeret af
                          #1746

                          Mcjean, sjovt du nævner (F)Riis, når jeg taler om brøle-aber 😉

                          1 Reply Last reply
                          0
                          • H Offline
                            H Offline
                            hspinvest
                            wrote on sidst redigeret af
                            #1747

                            and yes, EL, i totally agree with you @20:24, but their communication
                            just s*cks...

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                            0
                            • SolsenS Offline
                              SolsenS Offline
                              Solsen
                              wrote on sidst redigeret af
                              #1748

                              Panelet er noget lunkne ved CAR-T, men BCMA fra GSK er nok den største trussel. De ser ikke sideeffects som et større problem i GSKs antibody ADC.

                              1 Reply Last reply
                              0
                              • BulderB Offline
                                BulderB Offline
                                Bulder
                                wrote on sidst redigeret af
                                #1749

                                Det hæftede jeg mig også ved. Car-t har meget at bevise endnu. Bl.a. at responserne er holdbare. JM var nervøs for de patienter der relapser på trods af denne eengangsbehandling. Og derved bliver det pludseligt meget dyrt.

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                                • BulderB Offline
                                  BulderB Offline
                                  Bulder
                                  wrote on sidst redigeret af
                                  #1750

                                  PR er så ikke enig med Winkel i vurderingen af problemet med øjnene i bcma adc'en. Very manageable. Og off the shelf i modsætning til car-t, som det ser ud nu.

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                                  • E Offline
                                    E Offline
                                    E_L
                                    wrote on sidst redigeret af
                                    #1751

                                    excellent video. noted also how PR mentioned the 1 year waiting list for these small car-t trials; patients are very carefully selected and vetted for good results.

                                    1 Reply Last reply
                                    0
                                    • BulderB Offline
                                      BulderB Offline
                                      Bulder
                                      wrote on sidst redigeret af
                                      #1752

                                      Yes let's wait and see what car-t can come up with in real life. That is larger trials.

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                                      • E Offline
                                        E Offline
                                        E_L
                                        wrote on sidst redigeret af
                                        #1753

                                        surely we'll get a bit more nuance of the next few weeks. Actually Blue gave up half its gain from yesterday, Juno -20% from Friday close

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                                        • SolsenS Offline
                                          SolsenS Offline
                                          Solsen
                                          wrote on sidst redigeret af
                                          #1754

                                          Its a hype. As said yesterday - two more dead pts and they stop. Progression in 4 out of 15 pts within one year and 2 dead CR pts are not that good.

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                                          0

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