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Genmab — Juni 2018

Planlagt Fastgjort Låst Flyttet Genmab
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  • S Offline
    S Offline
    Sukkeralf
    wrote on sidst redigeret af
    #2409

    Im thinking in general

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    • Legolas23L Offline
      Legolas23L Offline
      Legolas23
      wrote on sidst redigeret af
      #2410

      Er forsøgene
      med BMS også væk ?

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      • E Offline
        E Offline
        E_L
        wrote on sidst redigeret af
        #2411

        unfortunately i can not completely disagree with you, but i do think they are getting better and better at it. For example, look at their excellent annual report that contains so much info

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        • M Offline
          M Offline
          Mcjean
          wrote on sidst redigeret af
          #2412

          But what can they possible say in general, they have nothing to talk about? TV and AXL are under way. Its not a coffee-club its business, the less you hear the more the work and the more the work the better change for succes so..........schhhhhhh let them work:-)

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          • M Offline
            M Offline
            Mcjean
            wrote on sidst redigeret af
            #2413

            JNJ will of course not use money of something not working, its like i said some weeks ago very common to try again in maybe 5 or 10 years if they dont have another solution. Its only a little trail an not important general so why talk........the money will speak!

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            • M Offline
              M Offline
              Mcjean
              wrote on sidst redigeret af
              #2414

              If you really are long you will of course by on this deep, its a great oppotunity in a market there dont know a shit about pharma!

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              • M Offline
                M Offline
                Mcjean
                wrote on sidst redigeret af
                #2415

                buy on this deep

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                • E Offline
                  E Offline
                  E_L
                  wrote on sidst redigeret af
                  #2416

                  offcourse, that is not the point though, we had the miscommunication on Dara sales last year, now this clumsy communication on solids, you almost start thinking JNJ is doing it on purpose… surely they see the effect it has on Genmabs share price

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                  • E Offline
                    E Offline
                    E_L
                    wrote on sidst redigeret af
                    #2417

                    i know Genmab is only small fish compared to JNJ but it is their partner in one of their top drugs

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                    • S Offline
                      S Offline
                      Sukkeralf
                      wrote on sidst redigeret af
                      #2418

                      The problem with Dara in solid tumors is that we have been hammered so hard for this - and its hard not to ask why ? And I dont buy into peoples idea about it being shorters or whatever pulling us down.

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                      • S Offline
                        S Offline
                        Sukkeralf
                        wrote on sidst redigeret af
                        #2419

                        or JNJ misinforming on purpose

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                        • E Offline
                          E Offline
                          E_L
                          wrote on sidst redigeret af
                          #2420

                          unfortunately a lot of investors will not know the difference between solids, MM and all that ; they see a failure, they already had a 25% drop, and they flee. On top of that, they see in the newspaper that CART is going to cure cancer, so why would anyone need Dara? 😞 Markets are far from perfect...

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                          • S Offline
                            S Offline
                            Sukkeralf
                            wrote on sidst redigeret af
                            #2421

                            But right now we lack buyers that understand that "everything is all right" - and there should be plenty of them as well

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                            • S Offline
                              S Offline
                              Sukkeralf
                              wrote on sidst redigeret af
                              #2422

                              ...and we dont see them at all - and this tells me that also many analyst had way to high hopes for Dara in solids even though they didnt have added any value in their models

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                              • E Offline
                                E Offline
                                E_L
                                wrote on sidst redigeret af
                                #2423

                                yes, well, analysts..., no i don't understand that either…

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                                • G Offline
                                  G Offline
                                  gentogen
                                  wrote on sidst redigeret af
                                  #2424

                                  Med hensyn til dagens tidligere diskussion, så er problemet vel, at Medwatch bringer en historie uden at have fået den bekræftet fra nogen side. En forældet information fra CT er jo en ret dårlig kilde.

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                                  • nohopeN Offline
                                    nohopeN Offline
                                    nohope
                                    wrote on sidst redigeret af
                                    #2425

                                    In this market with Trump fucking everything up nobody is looking for risc.

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                                    • nohopeN Offline
                                      nohopeN Offline
                                      nohope
                                      wrote on sidst redigeret af
                                      #2426

                                      Even goog solid shares with low PE and high yield are beaten up.

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                                      • nohopeN Offline
                                        nohopeN Offline
                                        nohope
                                        wrote on sidst redigeret af
                                        #2427

                                        Even good solid shares etc.

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                                        • R Offline
                                          R Offline
                                          Raffles
                                          wrote on sidst redigeret af
                                          #2428

                                          Sloan Kettering Institute identifies new way to combat a serious CAR-T cell therapy side effect!! Det bliver spændende at følge! https://www.mskcc.org/blog/study-identifies-new-way-combat-serious-car-cell-therapy-side-effect?sf191604095=1#utm_source=Twitter&utm_medium=Organic&utm_campaign=062218Cart&utm_content=Research

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