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Genmab — Februar 2019

Planlagt Fastgjort Låst Flyttet Genmab
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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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                                      • B Offline
                                        B Offline
                                        bibob
                                        wrote on sidst redigeret af
                                        #1162

                                        God morgen. 🙂

                                        1 Reply Last reply
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                                        • P Offline
                                          P Offline
                                          polle1
                                          wrote on sidst redigeret af
                                          #1163

                                          God morgen og god dag 🙂

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