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Genmab — Maj 2018

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • I Offline
    I Offline
    Investor13
    wrote on sidst redigeret af
    #1122

    Spørgsmålet er så om nuværende kurs er fair value.

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    • E Offline
      E Offline
      E_L
      wrote on sidst redigeret af
      #1123

      Paul Parren, the former head of preclinical R&D at Genmab, has joined Lava as head of R&D https://endpts.com/versant-backs-new-approach-to-gamma-delta-t-cells-co-leads-lavas-18-9m-round/ https://www.fiercebiotech.com/biotech/lava-bags-cash-from-gilde-and-versant-hires-genmab-vet-to-advance-bispecific-t-cell

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      • BulderB Offline
        BulderB Offline
        Bulder
        wrote on sidst redigeret af
        #1124

        Interessant at Paul Parren fortsætter den bispecifikke vej, i stedet for at dreje ind i car-t blindgyden 😉

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        • BulderB Offline
          BulderB Offline
          Bulder
          wrote on sidst redigeret af
          #1125

          Ikke hvem som helst: He is an inventor of the therapeutic antibodies ofatumumab (approved world-wide), daratumumab (phase III), teprotumumab (Phase II), TF-011-ADC (Phase I) and the DuoBody and HexaBody technologies. https://www.antibodysociety.org/about/board-of-directors/paul-parren-ph-d/

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          • J Offline
            J Offline
            JKY_VH
            wrote on sidst redigeret af
            #1126

            Tak Bulder

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            • E Offline
              E Offline
              E_L
              wrote on sidst redigeret af
              #1127

              i don't know why he left Genmab last year, but who knows, maybe we'll see a partnership with Lava some day…

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              • E Offline
                E Offline
                E_L
                wrote on sidst redigeret af
                #1128

                ASCO 2018: Helpful Guidance, But No Breakthroughs https://www.myeloma.org/blog/dr-duries/asco-2018-helpful-guidance-no-breakthroughs

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                • E Offline
                  E Offline
                  E_L
                  wrote on sidst redigeret af
                  #1129

                  i guess we should pay attention to the Educational sessions also with 1 topic " “Should Everyone Receive Monoclonal Antibody Therapy in First Relapse (Yes or No)?”

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                  • BulderB Offline
                    BulderB Offline
                    Bulder
                    wrote on sidst redigeret af
                    #1130

                    Ola Landgren vil ikke afvise brug af Alcyone-kombien i US https://www.youtube.com/watch?v=Yp8wdwlcDrs

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                    • H Offline
                      H Offline
                      hda
                      wrote on sidst redigeret af
                      #1131

                      Genialt indslag med Florian på Børsen Play : https://play.borsen.dk/klip/5b04f95b45628ff817223c22/medstifter_og_storinvestor_i_genmab_risikobilledet_i_investorernes_oejne_har_aendret_sig.html

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                      • T Offline
                        T Offline
                        Thestrup7
                        wrote on sidst redigeret af
                        #1132

                        https://play.borsen.dk/klip/5b04f95b45628ff817223c22/medstifter_og_storinvestor_i_genmab_risikobilledet_i_investorernes_oejne_har_aendret_sig.html

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                        • E Offline
                          E Offline
                          E_L
                          wrote on sidst redigeret af
                          #1133

                          It is a shame his audience is so small in danish; an english interview could help at the moment....

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                          • P Offline
                            P Offline
                            polle1
                            wrote on sidst redigeret af
                            #1134

                            Tror jeg har nævnt det før, men prognosen for 2018 er baseret på USD 6.00 , så hvis USD vedbliver i nuværende leje, er der en "gratis" gevinst på omkring 5-6%

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                            • Legolas23L Offline
                              Legolas23L Offline
                              Legolas23
                              wrote on sidst redigeret af
                              #1135

                              FS er biosektorens Blakman. Sikke han kan med prosa og vendinger.

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                              • J Offline
                                J Offline
                                JKY_VH
                                wrote on sidst redigeret af
                                #1136

                                I agree E L

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                                • Legolas23L Offline
                                  Legolas23L Offline
                                  Legolas23
                                  wrote on sidst redigeret af
                                  #1137

                                  Han talte om ikke andet kursen op..

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                                  • J Offline
                                    J Offline
                                    JKY_VH
                                    wrote on sidst redigeret af
                                    #1138

                                    jeg synes nu, at der er en bedre bundklang i FS Legolas:-)

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                                    • P Offline
                                      P Offline
                                      polle1
                                      wrote on sidst redigeret af
                                      #1139

                                      @legolas : eller også gjorde jeg, hæ hæ 🙂

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                                      • T Offline
                                        T Offline
                                        Thomas
                                        wrote on sidst redigeret af
                                        #1140

                                        Haha klasse interview. Dara-fortet for faen

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                                        • T Offline
                                          T Offline
                                          Thomas
                                          wrote on sidst redigeret af
                                          #1141

                                          Polle, vi hører fra Genmab at de bruger hedging, så kan vi regne med at $-stigning sætter sig i regnskabet?

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                                          0

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