Genmab — Juni 2019

[Sukkeralf]

....And they are acutely aware of the threat Sanofi poses, with Genmab singling out isatuximab as a top threat in their newly filed IPO.

[Jazzz]

Priority review.. “positiv men kursneutral”.. Maia, som jeg forstår det, er også positiv men stort set kursneutral..Er der nogen der kan forklare, hvad en positiv og kurs stigende nyhed kunne være? Venter vi kun på at salget stiger mod de 10 mia som planlagt, SC og så pipeline? Eller er der andre og måske kortsigtede kurstriggere?

[StockBull]

Jo mere "sikker" Peaksales på 10mia bliver jo hurtigere vil kursen stige. MAIA er et skridt på den vej og derfor vil kursen også stige i.f.m godkendelse. Hvis det var 100% sikkers peaksales vil nå 10 mia ville kursen jo allerede nu ligge over 2500kr

[nohope]

Sålænge de brænder hver en krone af deres indtægter og kræver yderligere penge ind, så er kurs 2500 langt væk.

[Solsen]

En ting er sikkert. De kan ikke lave en IPO med kendskab til kommende dårligdomme såsom MAIA fail eller SC fail etc
.

[JKY_VH]

Jazz her er Novods Key upside risks: "A restart of the solid tumour trials after review of the data;
faster-than-expected approval of MAIA 1L MM label expansion; failure of
competing CAR-T drugs in MM; strong early-stage pipeline data and potential
M&A with Genmab as a target."

[Solsen]

Tror at IPOen kommer efter en 50/50 partner meddelelse for at sikre finansieringen af udviklingen.

[JKY_VH]

Lad os håbe det

[Jazzz]

Ok. Tak JKY.. klart nok.

[Legolas23]

Så sælg dog

[Legolas23]

Brok, brok og brok.

[JKY_VH]

Du må spille det fede nummer med BTO igen Pensionisten;-)

[E_L]

my thoughts on timing are slightly different; ASCO is one of the biggest media and investor spectacles in the bio / pharma world; a good time to create media attention and promote oneself. In addition to the upcoming investor conferences.

[E_L]

i don't like the fact that they are somewhat vague about the purpose either, but there may be a reason for that, so I'll just have to wait and see what that is...

[peter12]

De er da utrolig detaljerede om formålet ?

[E_L]

no. fact is there is a new Nasdaq listing; that (to me) is very positive.

[E_L]

why they need the additional funds now is vague / i don't really understand yet.

[E_L]

that doesnt mean anything until i reallly know what it is for i guess

[Bulder]

They've always said that developement of the pipeline would be funded through royalty income from dara. So why additional funding now. That's a mystery. They haven't explained that. And they should.

[E_L]

yes, that is sort of what i was trying to say. But there maybe a reason why they can not explain it yet. Sufficient conspiracy theories here already lol