Genmab — Juni 2018

[Mcjean]

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!

[Mcjean]

buy on this deep

[E_L]

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

[E_L]

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

[Sukkeralf]

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.

[Sukkeralf]

or JNJ misinforming on purpose

[E_L]

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...

[Sukkeralf]

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

[Sukkeralf]

...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

[E_L]

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

[gentogen]

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.

[nohope]

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

[nohope]

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

[nohope]

Even good solid shares etc.

[Raffles]

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

[henrik48]

Det da godt nok lidt vanskeligt at blive klog på hvad der får Genmab til at stige eller falde ...

[peter12]

Denne presentation er vist ikke så gammel ? http://ir.genmab.com/static-files/883e0329-61cc-418c-8703-cf8cc8e010f1

[JKY_VH]

Vi er i + pt.

[Helge_LarsenPI-redaktør]

Det er algoritmehandel i A/B - gruppen som kører det løb. Nettosalget ændrer sig ikke meget.

[Helge_LarsenPI-redaktør]

Utroligt så nemt det er, at flytte kursen den ene eller anden vej.