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Genmab — Januar 2019

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • E Offline
    E Offline
    E_L
    wrote on sidst redigeret af
    #2597

    i think we knew that

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    • 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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        • 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

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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

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                    • 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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                      • 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

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                              • E Offline
                                E Offline
                                E_L
                                wrote on sidst redigeret af
                                #2611

                                tired polle, not pessimistic 😉

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                                • 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

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                                    • 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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                                      • S Offline
                                        S Offline
                                        Sukkeralf
                                        wrote on sidst redigeret af
                                        #2615

                                        Svag svag svag

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                                        0
                                        • JørgenVarnæsJ Offline
                                          JørgenVarnæsJ Offline
                                          JørgenVarnæs
                                          wrote on sidst redigeret af
                                          #2616

                                          Ja, der er Ikke engang salgspres

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