Genmab — Juli 2019

[E_L]

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

[E_L]

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

[Solsen]

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

[transalp]

Go morgen...

[polle1]

God morgen og god dag

[Helge_LarsenPI-redaktør]

God morgen.

[Parasitism]

God morgen

[Sukkeralf]

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.

[Solsen]

Ja det hele passer som fod i hose

[Sukkeralf]

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

[Solsen]

Det håber jeg virkelig også.

[Sukkeralf]

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

[Sukkeralf]

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

[E_L]

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

[E_L]

BUY and DKK1,540 target price.

[Plimsoller]

Excellent. Thank you E L. About time they started adjusting in the other direction.

[JKY_VH]

thank you E L

[nohope]

i

[nohope]

Ikke megen tiltro til DNB analyse i markedet.

[Solsen]

Jo det er bare IPOen der skal køres igennem - vi må acceptere pengemændenes grådighed.