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Genmab — Februar 2020

Planlagt Fastgjort Låst Flyttet Genmab
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  • BulderB Offline
    BulderB Offline
    Bulder
    wrote on sidst redigeret af
    #814

    Hvis det i forvejen er et cd38-bindende molekyle, som de vil bruge til at danne hexamerer med, ved jeg ikke om det giver mening at kombinere med dara. Det kan Sukker måske sige noget om?

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    • E Offline
      E Offline
      E_L
      wrote on sidst redigeret af
      #815

      My understanding was that it would be a replacement for Dara? New and improved...

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      • StockBullS Offline
        StockBullS Offline
        StockBull
        wrote on sidst redigeret af
        #816

        Ser godt ud. Tror dog stadig på retracement i kommende uge. Vi har lige banked imod toppen af den opadgående trendkanal fra Oktober 2018 https://nbg1.your-objectstorage.com/proinvestor-dev/forum/boards/81884_genmab_1734.JPG

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        • BulderB Offline
          BulderB Offline
          Bulder
          wrote on sidst redigeret af
          #817

          Then, the use of daratumumab after a PD-1 or PDL-1 checkpoint blockers in solid tumors that's entirely up to Janssen. Janssen is following the field. They are looking at the Sanofi work with isatuximab and they have already said publicly that they are willing to move into solid tumors again with daratumumab, but then they will use SubQ daratumumab. And don't forget that we know of also this new HexaBody CD38 program, which will go into the clinic this year, which Genmab will drive, Asthika.

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          • BulderB Offline
            BulderB Offline
            Bulder
            wrote on sidst redigeret af
            #818

            That molecule is so much more potent than daratumumab pre-clinically that we think that also that molecule has the potential to move into trials in solid cancers.

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            • BulderB Offline
              BulderB Offline
              Bulder
              wrote on sidst redigeret af
              #819

              Ja, han siger "also". Kunne tyde på at dara sc stadig er en mulighed i solide. Og så hex-cd38 senere.

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              • P Offline
                P Offline
                Peter_Panik
                wrote on sidst redigeret af
                #820

                McJean: Den, der lever stille, lever godt :-)....og lad dig ikke snyde af Panikken 🙂

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                • M Offline
                  M Offline
                  Mcjean
                  wrote on sidst redigeret af
                  #821

                  Kunne jeg aldrig drømme om:-)

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                  • M Offline
                    M Offline
                    Mcjean
                    wrote on sidst redigeret af
                    #822

                    Sagde han ikke 100 gange mere potent, men i videnskabelige termer behøver det nu ikke at gøre den store forskel i sidste ende.

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                    • E Offline
                      E Offline
                      E_L
                      wrote on sidst redigeret af
                      #823

                      3/1 13:53
                      af Stockwatch1
                      ØUs begrundelse: Genmab ramte toppen i begyndelsen af december, og kursfaldet er fortsat ind i det nye år. Vi skiller os derfor af med aktien, og afventer en ny optimisme inden et eventuelt genkøb.

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                      • E Offline
                        E Offline
                        E_L
                        wrote on sidst redigeret af
                        #824

                        maybe somebody should warn them there is a bit op optimism back 😄

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                        • S Offline
                          S Offline
                          Sukkeralf
                          wrote on sidst redigeret af
                          #825

                          🙂

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                          0
                          • BulderB Offline
                            BulderB Offline
                            Bulder
                            wrote on sidst redigeret af
                            #826

                            Talking about optimism. Novod: "We believe that Genmab's valuation looks stretched." What about now?

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                            • S Offline
                              S Offline
                              Stockwatch1
                              wrote on sidst redigeret af
                              #827

                              EL, ja, ØU er ikke altid lige heldige med deres timing

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                              • S Offline
                                S Offline
                                Stockwatch1
                                wrote on sidst redigeret af
                                #828

                                Bryan Garnier er meget positive:
                                While we have significantly increased our assumptions of OPEX for the years to come, we have also reviewed our scenario on Darzalex, and now targeting USD9.5bn at peak vs USD8.6bn, convinced by its ability to continue to grow significantly next year.

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                                • J Offline
                                  J Offline
                                  JKY_VH
                                  wrote on sidst redigeret af
                                  #829

                                  Haha E L og Bulder. Enhver, som i Novods tilfælde, der arbejder med en model der konsekvent giver forkerte resultater i forhold til virkeligheden, må da på et eller andet tidspunkt overveje hvad der er galt med modellen. Når der er forskel mellem teori og virkelighed, bør man holde sig til virkeligheden. Det er bare et godt råd:-)

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                                  • M Offline
                                    M Offline
                                    Mcjean
                                    wrote on sidst redigeret af
                                    #830

                                    Kan du ikke give det råd videre til de 179 inde på hoppeborgen. Lær at lytte til dem der faktisk arbejder med tingene!

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                                    0
                                    • B Offline
                                      B Offline
                                      bibob
                                      wrote on sidst redigeret af
                                      #831

                                      Der kommer du nok på glatis MJ. 😉

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                                      • S Offline
                                        S Offline
                                        Sukkeralf
                                        wrote on sidst redigeret af
                                        #832

                                        Immatics får endnu en partneraftale i hus:

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                                        0
                                        • S Offline
                                          S Offline
                                          Sukkeralf
                                          wrote on sidst redigeret af
                                          #833

                                          Just a moment...

                                          favicon

                                          (www.firstwordpharma.com)

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                                          0

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