Genmab — Juni 2018
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http://www.4-traders.com/GENMAB-1412914/financials/ Forward PE 2019 25,9 og 2020 17,8. PE
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tjaa PE har vel været for høj. PE 80 er vel i overkanten. På den anden side set hvis Chr. Holding handles til PE 50 så vil jeg mene Genmab bør handles til ca. 60 p.g.a væksten i Dara salg de kommende 10 år rykker salget med 1 B usd per år hvis ellers alt går som forudset af de såkaldte experter
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for mig at se handler det mere om robotter og interessen fra større fonde/investorer der styrer kursen. synes det er bekymrende at aktien ik viser styrke igennem lang tid. så håber det snart vender, for det har været en dårlig investering indtil nu
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Vi har brug for MJ, sådan en dag som i dag
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Evolving Treatment Strategies in Multiple Myeloma: Janssen's Darzalex Leads a Host of Novel Agents in Redefining Treatment Strategies and Approaches - https://www.prnewswire.com/news-releases/evolving-treatment-strategies-in-multiple-myeloma-janssens-darzalex-leads-a-host-of-novel-agents-in-redefining-treatment-strategies-and-approaches-300661357.html
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this Asian thalidomide combo started recruiting last month https://clinicaltrials.gov/ct2/history/NCT03143036?A=1&B=2&C=merged
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Kan ikke lige se at den her har været linket.
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@Plimsoller could you summarise in 1 sentence you think?
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Firstly they are speaking about a breakthrough in lung cancer treat
ment, but that is not Genmab related. -
Second they are speaking about the CAR-T results presented at ASCO. As we know they hopefully/expected 15-18 months progression free, but the result was around 12.
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The expert said that CAR-T is not to be considered to be a competitor to Darzalex. This due to cost and treatment “mode”. 3-4 weeks in the hospital etc.
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Subcutaneous daratumumab show benefit in patients with relapsed or refractory multiple myeloma https://www.youtube.com/watch?v=16TrK-zfVms
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Lastet they touches upon who the focus lies on during these types of conferences - JNJ or Genmab. It is clearly on JNJ, but this year Genmab was for the first time represented physically (a booth or something I imagine), and the interpretation is that they therefore have a lot of faith in their pipeline.
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