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Genmab — April 2020

Planlagt Fastgjort Låst Flyttet Genmab
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  • G Offline
    G Offline
    GeorgeBest
    wrote on sidst redigeret af
    #242

    Research on Acute Myeloid Leukemia (AML) Therapeutics Market (impact of COVID-19) 2020-2026: Novartis, Roche, Genmab https://redandblackonline.com/research-on-acute-myeloid-leukemia-aml-therapeutics-market-impact-of-covid-19-2020-2026-novartis-roche-genmab/

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    • E Offline
      E Offline
      E_L
      wrote on sidst redigeret af
      #243

      I thought this was interesting in the Halo shareholder letter under SC benefits "The ability to facilitate the administration of treatment in lower cost settings such as the physician office or the community setting. Janssen, as an example, has stated DARZALEXÒ SC supports their strategy to seek to expand treatment into the community setting." https://www.halozyme.com/letter-to-shareholders/

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      • H Offline
        H Offline
        Hugininvest
        wrote on sidst redigeret af
        #244

        Helt enig GB markedet forventer påvirkning. Se efter triggere.

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        • T Offline
          T Offline
          transalp
          wrote on sidst redigeret af
          #245

          Go morgen.. 🙂

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          • Helge_LarsenPI-redaktørH Offline
            Helge_LarsenPI-redaktørH Offline
            Helge_LarsenPI-redaktør
            wrote on sidst redigeret af
            #246

            God morgen. 🙂

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            • B Offline
              B Offline
              bibob
              wrote on sidst redigeret af
              #247

              Yep.

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              • G Offline
                G Offline
                GeorgeBest
                wrote on sidst redigeret af
                #248

                consensus for dara Q1 sales = USD 902M

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                • E Offline
                  E Offline
                  E_L
                  wrote on sidst redigeret af
                  #249

                  according to who?

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                  • E Offline
                    E Offline
                    E_L
                    wrote on sidst redigeret af
                    #250

                    i can get you one at $783 million 😉 https://au.news.yahoo.com/j-js-pharma-unit-perform-160104494.html

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                    • G Offline
                      G Offline
                      GeorgeBest
                      wrote on sidst redigeret af
                      #251

                      Consensus for 20 analysts. From Bloomberg. I can't link.

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                      • E Offline
                        E Offline
                        E_L
                        wrote on sidst redigeret af
                        #252

                        that's ok. let's hope they are correct, i think it may a bit optimistic

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                        • E Offline
                          E Offline
                          E_L
                          wrote on sidst redigeret af
                          #253

                          Sydinvest / Jefferies https://www.sydinvest.dk/nyheder.aspx?Action=1&NewsId=117772&PID=9258

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                          • G Offline
                            G Offline
                            GeorgeBest
                            wrote on sidst redigeret af
                            #254

                            Some rumours among brokers that a partner deal could include more products than Epcoritamab

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                            • troldmandenT Offline
                              troldmandenT Offline
                              troldmanden
                              wrote on sidst redigeret af
                              #255

                              Hvor læser du de rygter?

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                              • troldmandenT Offline
                                troldmandenT Offline
                                troldmanden
                                wrote on sidst redigeret af
                                #256

                                Men det er besemt ikke unormalt med aftaler der dækker flere stoffer/targets

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                                • G Offline
                                  G Offline
                                  GeorgeBest
                                  wrote on sidst redigeret af
                                  #257

                                  det kan jeg ikke disclose, og som sagt så er det rygter....

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                                  • S Offline
                                    S Offline
                                    Sukkeralf
                                    wrote on sidst redigeret af
                                    #258

                                    Jan har tidligere talt om en bred aftale (eller i hvert fald ikke afvist) - oplagt kunne jo i hvert fald være, at DuoHexa CD37 også røg med, da det lidt er samme targets

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                                    • S Offline
                                      S Offline
                                      Sukkeralf
                                      wrote on sidst redigeret af
                                      #259

                                      Ville dog hellere se Enapotamab og DR5/DR5 ryge med, så man fik lidt vallidering af disse projekter

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                                      • S Offline
                                        S Offline
                                        Sukkeralf
                                        wrote on sidst redigeret af
                                        #260

                                        ikke samme targets, men samme indikationer skulle der stå

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                                        • SolsenS Offline
                                          SolsenS Offline
                                          Solsen
                                          wrote on sidst redigeret af
                                          #261

                                          Not a surprice 🙂 we could se a much closer partnership and perhaps a large stake - Genentech/Roche a like

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