Genmab — April 2018

[Jazzz]

Er der nogen der har en ide om, hvad de forskellige analytikere vurdere Genmabs pipeline til at være værd? Jeg mener, har man med et gennemsnit target på ca 1400 kun medregnet potentialet i de markedsførte produkter, eller medregner man et lille potentiale i pipeline?

[Mayflower]

Man laver sædvanligvis en SOTP analyse, hvor hvert element vurderes med en tilhørende sandsynlighed for at det lykkes og et medfølgende topsalg.

[Mayflower]

more or less

[Jazzz]

Ok.. tak!

[E_L]

My understanding is that most analysts have very little value attributed to the pipeline (if any at all) and some stated they will need to upgrade in the case of clinical success

[E_L]

"Incyte's stock plunges, Merck shares fall after disappointing study results of melanoma treatment " Incyte's stock plunges, Merck shares fall after disappointing study results of melanoma treatment - http://www.mrknewsroom.com/news-release/oncology/incyte-and-merck-provide-update-phase-3-study-epacadostat-0

[E_L]

not sure if anyone saw this as Dara competition

[Bulder]

Hardly. I don't think there are any studies og dara in melanoma ongoing. So not in this particular indication. But epacadostat is being tested with nivolumab in different solid cancers. Thus competition might arise in other indications. https://en.wikipedia.org/wiki/Epacadostat https://www.clinicaltrials.gov/ct2/results?cond=&term=nivolumab+epacadostat&cntry=&state=&city=&dist=&Search=Search

[Bulder]

of

[Sukkeralf]

Could have been on longer terms - but also a reminder of how hard it is to get combinations that work in the IO space

[Sukkeralf]

and hence not get to excited before we have seen clinical data with Dara

[Bulder]

Xactly. They could fail as well

[Bulder]

But interestingly all 4 epa-nivo studies are sponsored by Incyte. The dara-nivo studies are sponsored by BMS.

[Sukkeralf]

Yes thats positive - maybe because Dara is approved and epa is not.

[bibob]

Yes Sukkeralf and Bulder. They know Dara as a approved and very tolerated drug , but also very comparebel with other drugs.

[Bulder]

Ellers noget af et program, de har kørende, Incyte. Hele 26 kombistudier med pembro, heraf flere store fase 3 studier. I alskens solide tumorer. De fleste sponseret af dem selv. https://www.clinicaltrials.gov/ct2/results?cond=&term=epacadostat+pembrolizumab&cntry=&state=&city=&dist=

[Helge_LarsenPI-redaktør]

G0d morgen.

[bibob]

God morgen.

[Her_for_at_lære]

Meget afdæmpet effekt af et positivt c25 på Genmab aktien?

[Mcjean]

Sidst på ugen begynder positioneringen hen mod næste onsdag. Jeg personligt hælder til mindst 10% stigning og når tallene frigives så forventer jeg 1350. Men måske jeg tager fejl:-) Iøvrigt gætter jeg på 105-65, hvad med jer andre?