Genmab — Oktober 2019

[Mcjean]

Han er nok mere glad for zymework måske?

[E_L]

amazing really how Biogen is up today almost 1,5x the total value of Genmab on a drug that isn't even filed yet...

[lahn1]

EL - said about Zymeworks, but applies to BergenBio as well. The analyst believes Investors "need to identify promising assets ever earlier in the valuation cycle to consistently get an edge with a large enough position to matter.

[lahn1]

Add to that, that Bergenbio is traded in Oslo

[Bulder]

Stort set al pharma, biotek, medico stiger i dag, så vidt jeg kan se.

[E_L]

@lahn1 easier said then done... if you take Aducanumab as example; it failed in march and Biogen crashed, and look what happens today... Wonder what that analyst had said about that lol

[Solsen]

I belive we could se ATH this year. Dataset on CD20/CD3 and Andromeda could give the boost that is needed.

[lahn1]

you are right. Predicting winners has not become any easier, but if you want to get in at attractive prices, one might have to take more risk today than previously, I guess.

[E_L]

sure @Solsen, and if other biotech news can get Bio out of it's 4+ years of depression that can help as well

[E_L]

I actually think Q4 Dara numbers will be very good and will impact price before the end of the year - before WE actually know any sales numbers, larger investors will figure it out...

[Solsen]

Perhaps prescriptions from oct and nov can do it

[Solsen]

The smell from a coming partnerdeal could also have an influence.

[E_L]

hopefully

[Bella1]

Smells good...

[Solsen]

The report from UBS made oct 10. has a forecast on dara sales for 2019 on $3.002 bn

[Bulder]

I don't think we'll have any surprises. Somewhere between 3 and 3,1 bn.

[Bulder]

My own guess: 440+405=845 q4 = 3.013 fy

[Bulder]

But very interesting will be the 2020 guidance.

[E_L]

yes, i have a feeling the range of dara analyst
projections for 2020 is rather large. I think I have seen between 3.5 and 4.1 so far

[E_L]

(which i think is rather conservative...)