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Genmab — Februar 2019

Planlagt Fastgjort Låst Flyttet Genmab
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  • P Offline
    P Offline
    pauly
    wrote on sidst redigeret af
    #1142

    Helge du er i EB i dag 😉 Men det vidste du nok

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    • JørgenVarnæsJ Offline
      JørgenVarnæsJ Offline
      JørgenVarnæs
      wrote on sidst redigeret af
      #1143

      hæh - sjovt som den økonomiske verden kan vendes på hovedet i løbet af ingen tid. Var de tal kommet for 1 måned siden, var aktierne steget som følge af at vi så ikke ville se flere rentestigninger. I dag forventer vi ikke flere stigninger i renten - så derfor falder vi...

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      • Helge_LarsenPI-redaktørH Offline
        Helge_LarsenPI-redaktørH Offline
        Helge_LarsenPI-redaktør
        wrote on sidst redigeret af
        #1144

        Tak Pauly. Det er et pænt foto. 🙂

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        • P Offline
          P Offline
          pauly
          wrote on sidst redigeret af
          #1145

          Nydeligt - Kender godt til endokardit så passer på tænderne selv, har også hjerte problemer ser du. Godt de er så dygtige de kære læger.

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          • Helge_LarsenPI-redaktørH Offline
            Helge_LarsenPI-redaktørH Offline
            Helge_LarsenPI-redaktør
            wrote on sidst redigeret af
            #1146

            Ja...Det er betryggende.

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            • E Offline
              E Offline
              E_L
              wrote on sidst redigeret af
              #1147

              http://www.evaluate.com/vantage/articles/data-insights/other-data/sellsides-mid-term-forecast-sunny-few-hints-rain EvaluatePharma’s current consensus forecasts for 2022 vs end of 2017 , undortunate spot for Dara in that list

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              • E Offline
                E Offline
                E_L
                wrote on sidst redigeret af
                #1148

                just looking at back at their 2017 World Preview, they had Dara at $5.833bn in 2022. So that would suggest consensus is now just over $5bn for 2022.

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                • B Offline
                  B Offline
                  bibob
                  wrote on sidst redigeret af
                  #1149

                  So we have to disapoint them. How hard could that be. 🙂

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                  • E Offline
                    E Offline
                    E_L
                    wrote on sidst redigeret af
                    #1150

                    the lower the forecast , the easier it gets 😉

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                    • JørgenVarnæsJ Offline
                      JørgenVarnæsJ Offline
                      JørgenVarnæs
                      wrote on sidst redigeret af
                      #1151

                      hmm - could be a result of the solids

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                      • E Offline
                        E Offline
                        E_L
                        wrote on sidst redigeret af
                        #1152

                        BCMA directed CART in #myeloma. Impressive initial responses but not very durable even in very good responders. https://twitter.com/graham74GC/status/1096026439449743360

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                        • BulderB Offline
                          BulderB Offline
                          Bulder
                          wrote on sidst redigeret af
                          #1153

                          De 800 mio vindes ind igen (hvis de overhovedet tabes), når dara+cybord er på markedet mod amyloidosis i 2022.

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                          • SolsenS Offline
                            SolsenS Offline
                            Solsen
                            wrote on sidst redigeret af
                            #1154

                            Yes BCMA is good but Dara/CD38 are even better. Optimal partner i every combi. Funny to see ex Abbvie putting a lot of money in BCMA target.

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                            • E Offline
                              E Offline
                              E_L
                              wrote on sidst redigeret af
                              #1155

                              I don't want to start another 'solid' discussion, but, uhm, should i read anything into the fact that Rachel is retweeting this "...…the first trials with INCB001158 are in solid tumors. Will be interesting to see, IF this Multiple Myeloma trial works with Daratumumab, if INCY will try them together in solids also."
                              https://twitter.com/EgidiusLambrech/status/1096006399191064576

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                              • SolsenS Offline
                                SolsenS Offline
                                Solsen
                                wrote on sidst redigeret af
                                #1156

                                Måske en interessant aktie CALA med marketcap på under $200 mln

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                                • SolsenS Offline
                                  SolsenS Offline
                                  Solsen
                                  wrote on sidst redigeret af
                                  #1157

                                  Et nærmere studie værd.

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                                  • StockBullS Offline
                                    StockBullS Offline
                                    StockBull
                                    wrote on sidst redigeret af
                                    #1158

                                    Morn 🙂

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                                    • StockBullS Offline
                                      StockBullS Offline
                                      StockBull
                                      wrote on sidst redigeret af
                                      #1159

                                      Consensus 5bn 2022 seems low but of-course explains the low share price. JPM estimate 3,127 for 19, 4,504bn for 20 and 5,308bn usd for 2021. Thus some share price up-site if JPM figures will materialize.

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                                      • Helge_LarsenPI-redaktørH Offline
                                        Helge_LarsenPI-redaktørH Offline
                                        Helge_LarsenPI-redaktør
                                        wrote on sidst redigeret af
                                        #1160

                                        God morgen. 🙂

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                                        • P Offline
                                          P Offline
                                          Plimsoller
                                          wrote on sidst redigeret af
                                          #1161

                                          God morgen 🙂

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