Genmab — Januar 2018
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Hvormange aktier svarer det til?
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Der er udstedt 61,09 millioner aktie x 1,54% = 940786
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1 milliard og 56 tusind kroner !
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Funny this, both analysts are from Jefferies : "Darzalex (daratumumab)'s performance was more of a mixed bag. While Holford's note says the drug's $371 million in fourth quarter sales came in 10% above consensus, a different note on Genmab A/S — which partners with J&J on Darzalex — from Jefferies analyst Peter Welford indicates the sales were "shy" of a $386 million estimate." https://www.biopharmadive.com/news/jj-signals-new-tax-laws-wont-change-its-ma-strategy/515368/
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Nok CAR-T
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Apropos udvikling 4. kvartal 17, så skal man måske tage i betragtning, at de startede fase 3 i smoldering i nov., fase 3 i Kina i nov., fase 3 i Asien i nov., og fase 3. i SC i oktober (plus to fase 3 i sommeren 17 med Carfilzomib og Pom Dex). Der var pænt tryk på udviklingen i andet halvår...
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Det bliver ikke Genmab så havde de købt dem. I går i Q:A fremhævede de kun car-t, Genmab er yt. Hvis det har/havde den mindste virkning i solide så var de opslugt, jeg tror desværre løbet er kørt, men om nogle år vil kursen nok være højere end buddet ville have været, hvis det var kommet. Vi må sætte vores lid til axl som nyt supervåben. Men måske jeg tager fejl, skiftede mening i går jo:-)
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