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Genmab — Marts 2018

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • J Offline
    J Offline
    JKY_VH
    wrote on sidst redigeret af
    #823

    Ingen tvivl om det:-)

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    • M Offline
      M Offline
      Mcjean
      wrote on sidst redigeret af
      #824

      Sry repsac en mindre korrigeringsfejl, lad os sige senest efter 2 kvartals ROW foreligger, så er vi garderet.

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      • BulderB Offline
        BulderB Offline
        Bulder
        wrote on sidst redigeret af
        #825

        Det er måske så småt ved at gå op for markedet at D-VMp-godkendelsen i EU kommer 3 mdr. før forventet (af Genmab), og at denne kendsgerning meget vel kan følges af en opjustering.

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        • E Offline
          E Offline
          E_L
          wrote on sidst redigeret af
          #826

          exactly what I was thinking; they probably got the positive recomendation yesterday. We will only hear this on Friday as you said before, but insiders offcourse already know

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          • B Offline
            B Offline
            bibob
            wrote on sidst redigeret af
            #827

            Insiders. ?? - then we should have had the information already. 😉

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            • BulderB Offline
              BulderB Offline
              Bulder
              wrote on sidst redigeret af
              #828

              We have known it since January 😉

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              • B Offline
                B Offline
                bibob
                wrote on sidst redigeret af
                #829

                You have got a point there. 🙂

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                • E Offline
                  E Offline
                  E_L
                  wrote on sidst redigeret af
                  #830

                  meanwhile the 'MASTER' study now started recruiting - KRdD -
                  https://clinicaltrials.gov/ct2/show/results/NCT03224507?term=NCT03224507&rank=1

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                  • StockBullS Offline
                    StockBullS Offline
                    StockBull
                    wrote on sidst redigeret af
                    #831

                    Ser dog ud til PE værdien er ved at være lidt anstrengt p.g.a faldende USD. Vi skal forvente en fladende PE fremadrettet og for 2015,16,17 havde vi PE på 73, 61 57,9 i.f.m årsregnskab og p.t ligger vi på 57 så meget mere kan PE vel ikke trække med mindre der kommer noget uventet positivt a la positiv solid data eller lignende eller evt. opjustering af Dara salg over de 2.3mia

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                    • S Offline
                      S Offline
                      Soeborg
                      wrote on sidst redigeret af
                      #832

                      Lavere USD medfører lavere GENMAB aktiepris

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                      • StockBullS Offline
                        StockBullS Offline
                        StockBull
                        wrote on sidst redigeret af
                        #833

                        I princippet ja - men også afhængig af hvor gode Genmab har været til at hedge mod valutaudsving. Derudover kan evt. prisstigninger komme på banen som kan opveje en evt. svag USD. Men min pointe er nu mere at PE vil/bør falde fremadrettet i takt med Darzalex salget nærmer sig peak salg, så 5 point ned per år fremadretter skal vi nok forvente.

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                        • B Offline
                          B Offline
                          bibob
                          wrote on sidst redigeret af
                          #834

                          JvdW sagde på QA at de havde en dollarkurs på 6 og guidede ud fra det. Så kursen nu er nogenlunde ok. Men en stigning vil da være velkommen.

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                          • E Offline
                            E Offline
                            E_L
                            wrote on sidst redigeret af
                            #835

                            for the BerGenBio (/AXL)
                            watchers: http://news.cision.com/bergenbio-asa/r/bergenbio-to-present-overview-of-phase-ii-clinical-trial-portfolio-combining-bemcentinib-with-keytru,c2477716?utm_source=dlvr.it&utm_medium=twitter http://www.bergenbio.com/wp-content/uploads/2018/03/2018_IO-summit_.pdf

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                            • G Offline
                              G Offline
                              GeorgeBest
                              wrote on sidst redigeret af
                              #836

                              Lidt mere om Bluebird og relapsed myeloma patienter: “I think that CAR T cell therapy is very promising and exciting. It is still early, however, and much research to be done. I have personally treated three patients with far advanced refractory myeloma on CAR T cell protocols — two patients on distinct BCMA protocols and one patient on CD19 protocol. All patients responded and benefitted. However, with time, the myeloma has returned,” Anderson said in a statement provided to STAT by Dana-Farber

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                              • E Offline
                                E Offline
                                E_L
                                wrote on sidst redigeret af
                                #837

                                thanks GB

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                                • E Offline
                                  E Offline
                                  E_L
                                  wrote on sidst redigeret af
                                  #838

                                  Daratumumab in Patients With Metastatic Renal Cell Carcinoma (MRCC) or Muscle Invasive Bladder Cancer - https://clinicaltrials.gov/ct2/show/study/NCT03473730?term=cancer&lupd_s=03%2F08%2F2018&lupd_d=14

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                                  • E Offline
                                    E Offline
                                    E_L
                                    wrote on sidst redigeret af
                                    #839

                                    Early Phase I, but will only take 1 year to complete

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                                    • E Offline
                                      E Offline
                                      E_L
                                      wrote on sidst redigeret af
                                      #840

                                      keep them coming those trials!

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                                      • E Offline
                                        E Offline
                                        E_L
                                        wrote on sidst redigeret af
                                        #841

                                        "nothing happening" 😉

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                                        • E Offline
                                          E Offline
                                          E_L
                                          wrote on sidst redigeret af
                                          #842

                                          MRCC = kidney cancer

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                                          0

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