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Genmab — Februar 2020

Planlagt Fastgjort Låst Flyttet Genmab
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  • B Offline
    B Offline
    bibob
    wrote on sidst redigeret af
    #801

    😄

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    • J Offline
      J Offline
      JKY_VH
      wrote on sidst redigeret af
      #802

      haha

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      • Helge_LarsenPI-redaktørH Offline
        Helge_LarsenPI-redaktørH Offline
        Helge_LarsenPI-redaktør
        wrote on sidst redigeret af
        #803

        😄

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        • R Offline
          R Offline
          Rune2494
          wrote on sidst redigeret af
          #804

          Når jeg som "fattig" universitetsstuderende spytter lidt i hatten, så håber jeg også nogle af jer tunge drenge hoster op med en sjat småpenge til sultanen ham selv. Tak for masser af aktivitet herinde de forgangene dage - MEGET værdsat af en amatør som jeg selv 🙂

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          • BulderB Offline
            BulderB Offline
            Bulder
            wrote on sidst redigeret af
            #805

            Det kører: De fører parallelle forhandlinger med flere partnerkandidater på epcoritamab. Et antal af disse har allerede accepteret, at Genmab får US-market. Mid this year or sooner!

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            • B Offline
              B Offline
              bibob
              wrote on sidst redigeret af
              #806

              Forhandlings taktik eller hva. ?? . Jeg tror det bliver J&J da de sikkert ikke vil lade deres guldkalv smutte med deres pæne pipeline. 😉

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              • J Offline
                J Offline
                JKY_VH
                wrote on sidst redigeret af
                #807

                Tænker det samme bibob. Bruges guidens i virkeligheden som en presser i forhandlingerne? Vil I med og have en del af kagen eller skal vi køre selv og tage det hele? The winner takes it all, som Abba sang.

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                • O Offline
                  O Offline
                  OHW
                  wrote on sidst redigeret af
                  #808

                  Fra Børsen:at jeg altid har holdt fast i mine aktier. Vi er kun ved begyndelsen, og jeg mener, at 2020 kan blive et vendepunkt for selskabet, hvor det kan komme ind i en fase, hvor det kan fordobles eller tredobles i værdi," siger Jan van de Winkel.

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                  • BulderB Offline
                    BulderB Offline
                    Bulder
                    wrote on sidst redigeret af
                    #809

                    Winkel antyder, at Janssen overvejer at droppe dara i solide og i stedet satse på hex-cd38.

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                    • B Offline
                      B Offline
                      Bullish
                      wrote on sidst redigeret af
                      #810

                      Nu kom Nordea: Fastholder Hold, hæver fair value til 1,339 per share (1,315)

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                      • Legolas23L Offline
                        Legolas23L Offline
                        Legolas23
                        wrote on sidst redigeret af
                        #811

                        Hvad med hexa kombi med dara?

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                        • B Offline
                          B Offline
                          Bullish
                          wrote on sidst redigeret af
                          #812

                          Ja så er det nok nemmere at have mit navn, @Peter Panik - emnet er flyttet til aktiesnakken.

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                          • E Offline
                            E Offline
                            E_L
                            wrote on sidst redigeret af
                            #813

                            Bryan Garnier

                            GENMAB BUY | DKK1900 vs. DKK1700 Higher-than.expected 2020 OPEX guidance could be good entry point
                            2020 guidance has caught the consensus off the guard
                            Earlier lines will drive Darzalex’s growth in the coming years
                            Epcoritamab and GEN1046 represent the next generation
                            FV increased to DKK 1,900 and Buy rating reiterated

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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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