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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
    #2600

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

    1 Reply Last reply
    0
    • 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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      0
      • StockBullS Offline
        StockBullS Offline
        StockBull
        wrote on sidst redigeret af
        #2602

        Morn 🙂

        1 Reply Last reply
        0
        • 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
            0
            • 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
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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

                        1 Reply Last reply
                        0
                        • E Offline
                          E Offline
                          E_L
                          wrote on sidst redigeret af
                          #2611

                          tired polle, not pessimistic 😉

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                          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

                                1 Reply Last reply
                                0
                                • S Offline
                                  S Offline
                                  Sukkeralf
                                  wrote on sidst redigeret af
                                  #2615

                                  Svag svag svag

                                  1 Reply Last reply
                                  0
                                  • JørgenVarnæsJ Offline
                                    JørgenVarnæsJ Offline
                                    JørgenVarnæs
                                    wrote on sidst redigeret af
                                    #2616

                                    Ja, der er Ikke engang salgspres

                                    1 Reply Last reply
                                    0
                                    • StockBullS Offline
                                      StockBullS Offline
                                      StockBull
                                      wrote on sidst redigeret af
                                      #2617

                                      Ja mega svag for tiden men men interessandt at Artisan har suppleret i December. Tyder på de stille og roligt samler af dem som Blackrock sælger. Vi får se i næste uge og det er samme billed for Januar måned

                                      1 Reply Last reply
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                                      • SolsenS Offline
                                        SolsenS Offline
                                        Solsen
                                        wrote on sidst redigeret af
                                        #2618

                                        Blackrock må snart have udsolgt

                                        1 Reply Last reply
                                        0
                                        • E Offline
                                          E Offline
                                          E_L
                                          wrote on sidst redigeret af
                                          #2619

                                          2 Novartis press slides
                                          https://twitter.com/ByMadeleineA/status/1090547533187829760 https://twitter.com/ByMadeleineA/status/1090547533187829760

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