Genmab — Juni 2020

E_L

@bikube yes, but that is not relevant in this calculation

Mcjean

Ok then Nordea will raise 15 kr. i think and DB and jyske will follow with a whopping 20 kr.

E_L

they valued it at 200 and raise it to 210; so they raise the value by $10 per share based on TV

Mcjean

Maybe im too optimistic!

E_L

we finally had nohope convinced of exponential growth and now you are starting
?!?!

E_L

Genmab, Seattle Genetics eye FDA filing for new cancer med after latest data drop https://www.fiercebiotech.com/biotech/genmab-seattle-genetics-eye-fda-filing-after-seeing-cancer-data

E_L

actually, guggenheim upgrades by 136dkk and BG by 150 so that calculation is in line really

E_L

Seattle Genetics, Genmab turn on TV for a highlight reel in cervical cancer — but a rival biotech promises a better show https://endpts.com/seattle-genetics-genmab-turn-on-tv-for-a-highlight-reel-in-cervical-cancer-but-a-rival-biotech-promises-a-better-show/

E_L

So Leering forecast peak worldwide sales of ~$1.7bn

E_L

Cowen $700 million

E_L

Oppenheimer https://twitter.com/Quantumup1/status/1277936258254360576/photo/1

GeorgeBest

E L 14:10 - who is the rival biotech?

E_L

Iovance

GeorgeBest

OK thanks, the one we discussed this morning...

E_L

yes, it also mentions -
Baird’s [analyst] Madhu Kumar remains a big TIL fan, but he sees some room for both of these drugs in turn.

E_L

SVB Leerink’s Andrew Berens, meanwhile, wants to see how a combo with Keytruda could work out.

E_L

Importantly, we think TV could be combined with Keytruda as a key strategy going forward, which would expand Keytruda’s therapeutic reach beyond its currently approved label for PD-L1+ cervical cancer patients.

Bulder

Yes, that's the real interesting thing. They have combos with pembro both in 1. and 2. line in InnovaTV205. We'll know more next spring. The important thing about the news yesterday is that we got confirmed the efficacy of TV mono.

Bulder

Just like Sirius with dara mono way back was important. But today we only talk about the combos in MM.

BioShare

Nåh der var da lidt appetit på Genmab i lukkeauktionen....slut kurs 2.220 og næste 90K omsat....lidt skuffende dag uanset...men fin luk