Genmab — Februar 2019

[E_L]

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.

[bibob]

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

[E_L]

the lower the forecast , the easier it gets

[JørgenVarnæs]

hmm - could be a result of the solids

[E_L]

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

[Bulder]

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

[Solsen]

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.

[E_L]

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

[Solsen]

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

[Solsen]

Et nærmere studie værd.

[StockBull]

Morn

[StockBull]

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.

[Helge_LarsenPI-redaktør]

God morgen.

[Plimsoller]

God morgen

[bibob]

God morgen.

[polle1]

God morgen og god dag

[Farfar1952]

(www.thepharmaletter.com)

[Farfar1952]

Måske har den været vist. Min søn siger det ser spændende ud. Han er læge og PhD indenfor børnecancer

[JørgenVarnæs]

Der er potentiale, men hold for øje at data er bygget på 4 hhv 9 responderede patienter.

[nohope]

Vinterferie -