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Genmab — Januar 2019

Planlagt Fastgjort Låst Flyttet Genmab
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  • JørgenVarnæsJ Offline
    JørgenVarnæsJ Offline
    JørgenVarnæs
    wrote on sidst redigeret af
    #2595

    Godmorgen. Uha.det er grimt at sidde på toppen af sådan en udvikling. Jeg har desværre også prøvet det

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    0
    • E Offline
      E Offline
      E_L
      wrote on sidst redigeret af
      #2596

      can't see anything new really in the Novartis report, confirmation that - the Phase III program for
      OMB157 in relapsing MS
      is fully enrolled and is on track for completion in 2019.
      In addition, a registration study for Japan was initiated
      in March 2018.

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      • E Offline
        E Offline
        E_L
        wrote on sidst redigeret af
        #2597

        i think we knew that

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        0
        • L Offline
          L Offline
          lahn1
          wrote on sidst redigeret af
          #2598

          07:42 - optimisme der sætte JW til vægs.

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          0
          • L Offline
            L Offline
            lahn1
            wrote on sidst redigeret af
            #2599

            sætte=sætter

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            0
            • JørgenVarnæsJ Offline
              JørgenVarnæsJ Offline
              JørgenVarnæs
              wrote on sidst redigeret af
              #2600

              Ang Novartis, så har begge ASCLEPIOS studier primary completion i maj måned

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              • E Offline
                E Offline
                E_L
                wrote on sidst redigeret af
                #2601

                (not a Genmab specific article:)
                Following the M&A money, by phase and therapy area - http://www.evaluate.com/vantage/articles/data-insights/ma/following-ma-money-phase-and-therapy-area

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                • StockBullS Offline
                  StockBullS Offline
                  StockBull
                  wrote on sidst redigeret af
                  #2602

                  Morn 🙂

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                  • Helge_LarsenPI-redaktørH Offline
                    Helge_LarsenPI-redaktørH Offline
                    Helge_LarsenPI-redaktør
                    wrote on sidst redigeret af
                    #2603

                    Tak Sukker.

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                    • StockBullS Offline
                      StockBullS Offline
                      StockBull
                      wrote on sidst redigeret af
                      #2604

                      JV. Mener nu de siger mid-2019, men det kan så måske godt i best case ske i Maj men vel også trække ut til Q3

                      1 Reply Last reply
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                      • StockBullS Offline
                        StockBullS Offline
                        StockBull
                        wrote on sidst redigeret af
                        #2605

                        3Q’19 Clinical data Ofatumumab MS ↑↑/↓ Phase III (ASCLEPIOS I +II) data

                        1 Reply Last reply
                        0
                        • StockBullS Offline
                          StockBullS Offline
                          StockBull
                          wrote on sidst redigeret af
                          #2606

                          )
                          1H'19 Clinical data Darzalex + RVd 1L MM ↑↑/↓↓↓ Phase II data from the GRIFFIN trial of Darzalex plus RVd vs. RVd
                          Mid’19 Clinical data Ofatumumab r/r MS ↑↑/↓↓ Phase III pivotal topline data from ASCLEPIOS I & II in MS
                          Mid’19 Clinical data Darzalex r/r MM ↑↑/↓↓↓ Phase III data from the COLUMBA study of SubQ vs. IV Darzalex

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                          0
                          • JørgenVarnæsJ Offline
                            JørgenVarnæsJ Offline
                            JørgenVarnæs
                            wrote on sidst redigeret af
                            #2607

                            Tak for M&A artikel EL. Interessant sammenholdning over tid og udviklingsfase

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                            0
                            • E Offline
                              E Offline
                              E_L
                              wrote on sidst redigeret af
                              #2608

                              i wished i had a Genmab M&A article JV, i am getting a bit tired of the big downswings... (even though we know from experience they often prelude to big jumps…)

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                              • P Offline
                                P Offline
                                polle1
                                wrote on sidst redigeret af
                                #2609

                                Oh no EL, not you too... (re. the discussion about being either pessimistic or postive)

                                1 Reply Last reply
                                0
                                • JørgenVarnæsJ Offline
                                  JørgenVarnæsJ Offline
                                  JørgenVarnæs
                                  wrote on sidst redigeret af
                                  #2610

                                  Yup. We’ve seen this before. Could be BlackRock reducing further and depressing the price in the process. On the other side there is usually a jump

                                  1 Reply Last reply
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                                  • E Offline
                                    E Offline
                                    E_L
                                    wrote on sidst redigeret af
                                    #2611

                                    tired polle, not pessimistic 😉

                                    1 Reply Last reply
                                    0
                                    • StockBullS Offline
                                      StockBullS Offline
                                      StockBull
                                      wrote on sidst redigeret af
                                      #2612

                                      Yes, will be interesting to see January shareholder numbers if Blackrock still reducing and others picking up.

                                      1 Reply Last reply
                                      0
                                      • E Offline
                                        E Offline
                                        E_L
                                        wrote on sidst redigeret af
                                        #2613

                                        yea, i see BlackRock has also cut its holding in Danske Bank below 5%, maybe they are reducing Denmark

                                        1 Reply Last reply
                                        0
                                        • StockBullS Offline
                                          StockBullS Offline
                                          StockBull
                                          wrote on sidst redigeret af
                                          #2614

                                          Vanguard 16.63
                                          Artisan 8.23
                                          Wellington 3.02
                                          Blackrock 2.72
                                          Fidelity 2.07
                                          Oppenheimer 1.34
                                          Old mutual 0.79
                                          Lasard 1.37
                                          Federated 0.96
                                          37.13
                                          This is per 31 Dedc. 2018

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