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Genmab — Juli 2019

Planlagt Fastgjort Låst Flyttet Genmab
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  • MadsSkjernM Offline
    MadsSkjernM Offline
    MadsSkjern
    wrote on sidst redigeret af
    #749

    Rajkumar forklarer på forståeligt sprog omkring p-værdien i Griffin i denne twitter tråd.
    https://twitter.com/mtmdphd/status/1148584434825871360?s=21

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    • P Offline
      P Offline
      polle1
      wrote on sidst redigeret af
      #750

      Redaktionen på Børsen ser vist også cykelløb, citat : "Genmab aktien steg 0,7% lavere i 1191,50" :-))

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      • J Offline
        J Offline
        JKY_VH
        wrote on sidst redigeret af
        #751

        hehe

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        • B Offline
          B Offline
          bikube
          wrote on sidst redigeret af
          #752

          Skal vi igen til at regne med væsentlig "upside risiko"?

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          • BulderB Offline
            BulderB Offline
            Bulder
            wrote on sidst redigeret af
            #753

            2 af de 4 spm Rajkumar stiller i tweetet, som MS linker til, skal nok blive diskuteret. Nemlig nr. 2 og 3: Om det nu også er alle, der behøver 4-stof-kombien, eller kun en del. Og kan de så fald identificeres. Og om man kan opnå samme effekt ved at undlade at give alle 4-kombien og så vente med dara til 1. relaps.

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            • E Offline
              E Offline
              E_L
              wrote on sidst redigeret af
              #754

              Anti-GPRC5D/CD3 bispecific T cell-redirecting antibody for the treatment of multiple myeloma https://www.ncbi.nlm.nih.gov/pubmed/31270154

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              • E Offline
                E Offline
                E_L
                wrote on sidst redigeret af
                #755

                (it would be nice if anyone could check if the whole article can be found via
                https://sci-hub.tw/ ?)

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                • SolsenS Offline
                  SolsenS Offline
                  Solsen
                  wrote on sidst redigeret af
                  #756

                  Spændende at se det fulde datasæt. sCR er at sætte barren højt.

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                  • T Offline
                    T Offline
                    transalp
                    wrote on sidst redigeret af
                    #757

                    Go morgen... 🙂

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                    • P Offline
                      P Offline
                      polle1
                      wrote on sidst redigeret af
                      #758

                      God morgen og god dag 🙂

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                      • Helge_LarsenPI-redaktørH Offline
                        Helge_LarsenPI-redaktørH Offline
                        Helge_LarsenPI-redaktør
                        wrote on sidst redigeret af
                        #759

                        God morgen. 🙂

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                        • P Offline
                          P Offline
                          Parasitism
                          wrote on sidst redigeret af
                          #760

                          God morgen 🙂

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                          • S Offline
                            S Offline
                            Sukkeralf
                            wrote on sidst redigeret af
                            #761

                            Lige en sidste linie fra et link i går (BioNTech): When asked whether a public listing was on the cards, Marett remained tight lipped. “We evaluate all the options available. Dealmaking can also provide a useful funding source,” he said.

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                            • SolsenS Offline
                              SolsenS Offline
                              Solsen
                              wrote on sidst redigeret af
                              #762

                              Ja det hele passer som fod i hose 😉

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                              • S Offline
                                S Offline
                                Sukkeralf
                                wrote on sidst redigeret af
                                #763

                                Ja det ville være fint med mig skulle det gå den vej !

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                                • SolsenS Offline
                                  SolsenS Offline
                                  Solsen
                                  wrote on sidst redigeret af
                                  #764

                                  Det håber jeg virkelig også.

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                                  • S Offline
                                    S Offline
                                    Sukkeralf
                                    wrote on sidst redigeret af
                                    #765

                                    Omvendt er der også en større og større tildens til at mindre biotek går hele vejen selv, da der er villige midler at hente hos investorerne. Det ville jeg være mindre glad for

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                                    • S Offline
                                      S Offline
                                      Sukkeralf
                                      wrote on sidst redigeret af
                                      #766

                                      Det afhænger i hvert fald meget af hvilket stof og hvor overbevisende data er

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                                      • E Offline
                                        E Offline
                                        E_L
                                        wrote on sidst redigeret af
                                        #767

                                        DnB Markets

                                        • Genmab (Buy, TP: DKK1540.00) - On course to reach the guidance
                                          Genmab is only due to release its Q2 results at 17:00 CET on 14 August (we see focus being on progress in the pipeline and costs), while Johnson & Johnson is scheduled to report Darzalex sales almost a month earlier, on 16 July (we forecast global sales of USD696m, driven a strong performance in the US). We expect the full-year guidance for revenues of DKK4.6bn and EBIT of DKK2.0bn to be maintained, and reiterate our
                                        1 Reply Last reply
                                        0
                                        • E Offline
                                          E Offline
                                          E_L
                                          wrote on sidst redigeret af
                                          #768

                                          BUY and DKK1,540 target price.

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                                          0

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