Genmab — December 2017

[BiotechPro]

Danske: Darzalex sales outlook not at risk. We still see no material changes to the future
combination treatment regimen, which includes daratumumab as one of the key
backbone therapies

[BiotechPro]

Danske: The market seems to be overwhelmed by the impressive
BCMA CAR T response rates compared to daratumumab monotherapy but
overlooks the immunomodulatory effects, which is believed to lead to the I/O-like
survival tailing effects.

[BiotechPro]

Danske: We continue to believe BCMA will act as a strong partner to
combination therapy with daratumumab to increase direct anti-tumour effects and
not a competitor that could potentially limit the use of daratumumab.

[Bulder]

Lige mine ord

[Hugininvest]

Se se måske ligefrem sikre salg af Dara ?

[E_L]

thanks BiotechPro. You wouldnt have a link for that by any chance?

[BiotechPro]

E L, No only for customers

[pauly]

Det var gode tal, det giver lidt ro i maven

[E_L]

thanks, no problem. would have been nice to post on twitter, as CART seems to be one of the main investor concerns at the moment

[BiotechPro]

Nordea: Korrigeret for antal salgsdage steg salget med 7%, hvilket er en acceleration sammenlignet med de seneste måneders salg. Selv med en flad vækst i december ventes salget at nå vores estimater.

[BiotechPro]

Nordea: Vi vurderer således, at Genmab er godt på vej til at indfri egne salgsmål for helåret på USD 1,2-1,3 mia., hvor vores estimater er på USD 1,25. Vi venter, at aktien går en god dag i møde og ser det seneste kursfald som en god langsigtet købsmulighed.

[bibob]

Var det så ikke en ide at Nordea gik ind og legede lidt med de anonyme.

[nik_hs1990]

fornuftig skriv af Nordea.

[bibob]

Jeg tror desværre ikke han får ret i at vi går en god dag i møde. Der skal mere krudt til. Vi må til T- Hansen.

[E_L]

coming back on gentogen post 19/12 17:30 , where they replaced trial title from "Patients With Advanced Solid Tumors " to " Pancreatic, Non-Small Cell Lung or Triple Negative Breast Cancers"

[E_L]

i guess this is interesting , in that it shows their 3 main interest fields

[E_L]

mind you, it is a BMS sponsored study

[StockBull]

Rimlig god volumen og stigende kurs. Lukkeauktionen bliver interessandt idag

[E_L]

bears fullly in control below 1065ish...they did a good job closing it so low yesterday...

[StockBull]

lets see - today we have the sales numbers and maybe this will attract some bigger buyers at closingauction