Genmab — Januar 2019

StockBull

@ concillado . RTOR, opkøb, nye analytiker targets etc.

StockBull

fik lidt i 1108

E_L

So Jan expects Duohexabody CD37, Duobody CD40x4-1BB and Duobody PDL1x4-1BB all 3 to move to clinic this year

StockBull

mon ikke vi skal ned og vende i 1090

E_L

ion the Duobody CD3xCD20 he pointed at the subcutaneous formulation as a major differentiator from other CD20 drugs

StockBull

Det hele virkel lidt nervøst her til start. Tror dog snart Genmab blæser over 1200 inden for den næste måneds tid

Bulder

E L: "move to clinic"? Surprising? I would have expected IND this year, and clinic next year.

Bulder

Ritzau DNB: Alene i 2019 venter banken, at Darzalex vil sælge for 3,2 mia. dollar globalt, og at Genmab ud over royalties fra salget vil få udløst de sidste salgsmilepæle på 404 mio. dollar.
Sammenlagt estimerer DNB en omsætning til Genmab på 5,9 mia. kr. i år, eller 33 pct. mere end konsensus, skriver banken, der også har regnet på mulighederne for, at Genmab ender som opkøbsmål.

Mens Johnson & Johnson historisk ikke har gennemført fjendtlige overtagelser, så ser vi et rationale for enten at

Bulder

købe Genmab eller Darzalex royaltystrøm, skriver banken.

Bulder

Med en hurtig RTOR, så måske 3½ mia?

E_L

@Bulder on the slide it says 2019 IND targets, his words are "all of these 3 molecules we hope to move towards the clinic this year" @ minute 17.00

E_L

mabye i am taking it too positive?

Bulder

Thx

Bulder

maybe "towards the clinic" is not the same as "into the clinic"

E_L

yea, that is why i wrote 09:41, you may be right

kkjoel

Exactly. Towards is VERY different from into!

kkjoel

Kommer der mon et transscript af JPM indlægget? På GEN hjemmeside?

wermuth

DNB følger da fint op på købsanbefaling, med at være netto køber af hele 1 aktie

Sukkeralf

E L - I guess the two 4-1BB duobodies will enter the clinic this year and the duo-hexabody IND by year end and start of clinical trial 2020.

E_L

that would certainly be good enough for me @Sukkeralf !