Genmab — Juli 2020
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"Salget på de 901 mio. dollar er mindre i forhold til mit estimat på 932 mio. dollar og konsensus på 947 mio. dollar, påpeger Søren Løntoft Hansen, der er analytiker i Sydbank.
- Salget i USA overrasker positivt, mens salget til resten af verden på 409 mio. dollar er til den svage side, siger analytikeren og understreger, at salget til resten af verden til gengæld overraskede positivt i første kvartal.
Her landede det på 474 mio. dollar mod 277 mio. dollar i første kvartal 2019:
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- Det kunne indikere, at der er flyttet salg fra Q2 til Q1 som forberedelse til nedlukningen i forbindelse med Covid-19, påpeger Søren Løntoft Hansen. Ritzau
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Should anti-CD38 antibodies be used in all patients as induction therapy prior to transplant?https://multiplemyelomahub.com/medical-information/should-anti-cd38-antibodies-be-used-in-all-patients-as-induction-therapy-prior-to-transplant
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https://www.sciencedirect.com/science/article/abs/pii/S0140673620307340 Carfilzomib, dexamethasone, and daratumumab versus carfilzomib and dexamethasone for patients with relapsed or refractory multiple myeloma (CANDOR): results from a randomised, multicentre, open-label, phase 3 study
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"KdD significantly prolonged progression-free survival versus Kd in patients with relapsed or refractory multiple myeloma and was associated with a favourable benefit–risk profile".
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God morgen.
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Jeg fik taget et et stort ryk på hækken i går aftes. God motion med en almindelig gammeldags hæksaks.
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Johnson & Johnson (JNJ) CEO Alex Gorsky on Q2 2020 Results - Earnings Call Transcript https://seekingalpha.com/article/4358910-johnson-johnson-jnj-ceo-alex-gorsky-on-q2-2020-results-earnings-call-transcript?part=single
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Apropos GB 6,26: Carfilzomib, dexamethasone, and daratumumab versus carfilzomib and dexamethasone for patients with relapsed or refractory multiple myeloma (CANDOR): results from a randomised, multicentre, open-label, phase 3 study - finally https://twitter.com/szusmani/status/1283914643048628225
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Der er stor glæde i twitter-tråden.
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Nyd også denne salgsoversigt: https://twitter.com/MidgardFinance/status/1283995307492220928/photo/1
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Der er ikke megen grund til negative vinkler på Genmab-casen for øjeblikket.
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https://finance.yahoo.com/news/sanofi-considers-u-biotech-targets-181537811.html Sanofi på M&A jagt med op til $50bn
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