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Genmab — Maj 2019

Planlagt Fastgjort Låst Flyttet Genmab
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  • J Offline
    J Offline
    JKY_VH
    wrote on sidst redigeret af
    #556

    Ser ud til at nohope får renset godt ud. Nu kun -1,65 %

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    • SolsenS Offline
      SolsenS Offline
      Solsen
      wrote on sidst redigeret af
      #557

      And I think we could potentially see partnerships for both of these programs to maximize the potential for the CD3xCD20, the very competitive hematological area. Now a little bit behind Roche and Regeneron but with a very differentiated molecule. This is given subcutaneously and preclinically. It's very, very much more potent than these other programs and we use a different way of silencing the bispecific. So we expect potentially less side effect issues than had been seen with this earlier

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      • SolsenS Offline
        SolsenS Offline
        Solsen
        wrote on sidst redigeret af
        #558

        generation, more primitive bispecific. So yes, that's probably all I can say at this moment.

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        • SolsenS Offline
          SolsenS Offline
          Solsen
          wrote on sidst redigeret af
          #559

          JW betegner altså Regeneron og Roches bispecifik som more primitive 🙂

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          • SolsenS Offline
            SolsenS Offline
            Solsen
            wrote on sidst redigeret af
            #560

            Regenerons stof ligner et stof med sideeffect issues

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            • S Offline
              S Offline
              Sukkeralf
              wrote on sidst redigeret af
              #561

              en der gider linke til Jan på børsen play

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              • G Offline
                G Offline
                gentogen
                wrote on sidst redigeret af
                #562

                https://play.borsen.dk/klip/5cd38eab595ab4f00a3323ac/genmab-direktoer_til_investorerne_hold_ud_-_genmab_er_en_fantastisk_investering.html

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                • P Offline
                  P Offline
                  polle1
                  wrote on sidst redigeret af
                  #563

                  Som jeg tidligere har sagt, så handler det jo i bund og grund om man tror på GEN som vækstcase, og har tillid til det som JW fortæller om fremtiden. Ingen kan jo påstå præcist at vide det med sikkerhed. Jeg tror fuldt og fast på casen, og tager udsvingene i kursen med på rejsen. God dag

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                  • J Offline
                    J Offline
                    jkj
                    wrote on sidst redigeret af
                    #564

                    fra børsenhttps://borsen.dk/nyheder/virksomheder/artikel/1/381194/finanshus_om_genmab_vi_siger_det_igen_hvis_du_tror_paa_vores_97_mia_dollar_topsalgsestimat_hvem_bekymrer_sig_saa_om_salget_af_darzalex_for_2019.html?utm_source=forside&utm_campaign=nyhed_03

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                    • E Offline
                      E Offline
                      E_L
                      wrote on sidst redigeret af
                      #565

                      so, do I understand correctly that, with COLUMBA AND PLEIADES data now available and assuming a filing in the summer time frame ; we can already have a rather broad label approved early 2020 / mulitple lines?

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                      • BulderB Offline
                        BulderB Offline
                        Bulder
                        wrote on sidst redigeret af
                        #566

                        yes, that's how I see it as well. And a 6 mths PR assumably.

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                        • E Offline
                          E Offline
                          E_L
                          wrote on sidst redigeret af
                          #567

                          excellent.

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                          • E Offline
                            E Offline
                            E_L
                            wrote on sidst redigeret af
                            #568

                            I also think that the fact that he now firmly expressed they probably need partnerships for DR5/5 and CD3xCD20 is very significant, as it shows that they see big market potential, bigger then they think they can handle themselves

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                            • SolsenS Offline
                              SolsenS Offline
                              Solsen
                              wrote on sidst redigeret af
                              #569

                              Yes very positive and the top news from yesterday !

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                              • SolsenS Offline
                                SolsenS Offline
                                Solsen
                                wrote on sidst redigeret af
                                #570

                                "Vi siger det igen. Hvis du tror på vores 9,7 mia. dollar topsalgsestimat, hvem bekymrer sig så om salget af Darzalex for 2019 kun når 2,9 mia. dollar," skriver Bernstein-analytikeren - kilde Børsen

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                                • SolsenS Offline
                                  SolsenS Offline
                                  Solsen
                                  wrote on sidst redigeret af
                                  #571

                                  Analytikerne tror ikke på de 3bn....

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                                  • StockBullS Offline
                                    StockBullS Offline
                                    StockBull
                                    wrote on sidst redigeret af
                                    #572

                                    Ja Novod gør sikkert ikke med det kurs target han har p.t

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                                    • StockBullS Offline
                                      StockBullS Offline
                                      StockBull
                                      wrote on sidst redigeret af
                                      #573

                                      og HSBC må tvivle stærkt på MAIA

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                                      0
                                      • K Offline
                                        K Offline
                                        kkjoel
                                        wrote on sidst redigeret af
                                        #574

                                        Ja Solsen, den bed jeg osse mærke i: både Regenerons og Roches bispecifikke CD3xCD20 betegner Jan som primitive og "en tidligere generation" (altså som et første generations bispecifikke, hvor GENs er en videreudvikling herfra... måske 2. generation). kke dårligt..... hvis han har ret 😉

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                                        • K Offline
                                          K Offline
                                          kkjoel
                                          wrote on sidst redigeret af
                                          #575

                                          ...en første generations bispecifikke... og ...Ikke dårligt...

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