Genmab — Januar 2020

[E_L]

he only mentioned that it is now in dose escalation fase in DR5/DR5

[Sukkeralf]

and we will get data from DR5/DR5 this year - hopefully at ASCO

[Sukkeralf]

I hope at ASCO - not Jan

[E_L]

on CD3xCD20 - agressive development in 2020, expect to start this year multiple new studies, once recomended PhII dose is established

[Sukkeralf]

Yes but that Jan also said at post ASH seminar - and if they should keep a distance of 1½-1 year behind Roche/Regeneron they better speed up

[Sukkeralf]

½-1 year behind

[E_L]

yea... let's hope he is right about being "potential best in class"

[bikube]

Masser af tom snak og optimisme. Genmab falder, og JnJ har kurs mod ny ATH. Nu over 148,5 ATH er 148,99.

[jkj]

Fortress B. Min bedst performende aktie i 2019 indtil videre også i 2020 Link til nyeste præsentationhttps://d1io3yog0oux5.cloudfront.net/_e5d951aaea2e9ebff1070f3757d19091/fortressbiotech/db/640/5686/pdf/FBIO+Corporate+Presentation+-+Jan+2020_FINAL.pdf

[jkj]

sorry forkert chat

[nohope]

#jkj - Fortress - not for the weak of heart - ses på varmestuen i morgen

[StockBull]

Morn

[transalp]

Go morgen..

[StockBull]

Ro på Pensioniste. Genmab er steget 46.73% de sidste 12 mdr og resultaterne tikker da ind mere eller mindre som planlagt jo partner deal trækker ud men det er nødvendigvis ikke en negativ indikation selv om mange har den opfattelse

[StockBull]

NBI har kørt sidelæns sidste 5 år. TA ser interessandt ud og sammenligner man med andre indexes så halter NBI en del efter. Burde kunne rykke over de 5000 i år. Tror snart vi vil se et skift over i biotech fra nogen af de overkøbte indexes

[Legolas23]

Is på..

[bibob]

God morgen.

[JohnW]

God morgen

[E_L]

DnB Markets Rune Majlund Dahl
Genmab (Hold, TP: DKK1685.00) - Watch out for high costs in 2020e
With the 2019 Darzalex sales figure not yet passed from JNJ to Genmab, we believe it must be close to USD3bn. Hence, we cautiously move the USD150m sales milestone from 2019e to 2020e, assuming global Darzalex sales below USD3bn. We expect significantly higher operating costs than consensus in the 2020 guidance, which we believe could be a negative trigger in the

[E_L]

trigger in the Q4 results (results due 17:00 CET, 19 February). We reiterate our HOLD and DKK1,685 target price.