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Genmab — August 2020

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • E Offline
    E Offline
    E_L
    wrote on sidst redigeret af
    #617

    not that long ago that Genmab lost the #1 European biotech spot to Galapagos in market value; today GLPG down 25%, trading at ~1/3 of the Genmab Mcap...

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    • M Offline
      M Offline
      Mcjean
      wrote on sidst redigeret af
      #618

      Så du mener ikke Nordea vil opjustere med 7,75kr.:-D Ok så lad os regne lidt mindre groft

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      • M Offline
        M Offline
        Mcjean
        wrote on sidst redigeret af
        #619

        1/2 år 1.838 + 6 mrd. 218 og hvis ROW kan sælge det samme x med 2 og resultatet bliver cirka. 1.838+2.640= 4.478 og så er der ikke taget højde for den naturlige stigning der ligger latent i modellen.

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        • M Offline
          M Offline
          Mcjean
          wrote on sidst redigeret af
          #620

          og de guider med 3.9-4.2BN$

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          • A Offline
            A Offline
            AaBforever
            wrote on sidst redigeret af
            #621

            Recepttallet i US er ikke lig med det faktiske salg. Så det ligger uden 218.

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            • A Offline
              A Offline
              AaBforever
              wrote on sidst redigeret af
              #622

              under

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              • M Offline
                M Offline
                Mcjean
                wrote on sidst redigeret af
                #623

                ja men det kan du trække fra den latente stigning så det passer vel meget godt halvgroft udregnet

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                • E Offline
                  E Offline
                  E_L
                  wrote on sidst redigeret af
                  #624

                  so on Cami-t - in terms of Cami, the Hodgkin lymphoma program, we have -- we hope to be able to update at ASH. We don't know yet, of course, if our asset is accepted, but we are playing out data at ASH from the Cami trial, on the 47 patients that were enrolled through March.

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                  • E Offline
                    E Offline
                    E_L
                    wrote on sidst redigeret af
                    #625
                    • In terms of Cami in solid tumors. We are -- we have a poster accepted at the virtual [indiscernible] coming up in September to discuss mostly the pharmacokinetic type of dynamic data that we have in that study.
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                    • E Offline
                      E Offline
                      E_L
                      wrote on sidst redigeret af
                      #626

                      that is the Ph I solid tumor trial

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                      • E Offline
                        E Offline
                        E_L
                        wrote on sidst redigeret af
                        #627

                        twitter:

                        @semodough
                        Baml $HZNP US: Horizon Therapeutics - Encouraging Symphony sales trend for Tepezza in July - BUY-July Symphony sales for Tepezza (+24% m/m) imply a wide range between $217m and $339m for 3Q sales assuming 17% and 10% m/m growth in August and September.

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                        • S Offline
                          S Offline
                          Sukkeralf
                          wrote on sidst redigeret af
                          #628

                          Mcjean i Q2 2020 lå RoW jo også 15-20% under USA, så med mindre sc dosering løfter salget markant, så lander vi lige over 4 milliarder

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                          • S Offline
                            S Offline
                            Sukkeralf
                            wrote on sidst redigeret af
                            #629

                            The reason why Galapagos is down:

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                            • S Offline
                              S Offline
                              Sukkeralf
                              wrote on sidst redigeret af
                              #630

                              Just a moment...

                              favicon

                              (www.firstwordpharma.com)

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                              • BulderB Offline
                                BulderB Offline
                                Bulder
                                wrote on sidst redigeret af
                                #631

                                JnJ køber Momenta. Præmie ca 70 % https://www.prnewswire.com/news-releases/johnson--johnson-to-acquire-momenta-pharmaceuticals-inc-expanding-janssens-leadership-in-novel-treatments-for-autoimmune-diseases-301114715.html

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                                • BulderB Offline
                                  BulderB Offline
                                  Bulder
                                  wrote on sidst redigeret af
                                  #632

                                  Samme præmie ville for genmab betyde ca kurs 4000. Eller ca 40mia$

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                                  • BulderB Offline
                                    BulderB Offline
                                    Bulder
                                    wrote on sidst redigeret af
                                    #633

                                    så hvis nogen vil købe Genmab, er det allersidste udkald, inden den om 2 år af sig selv er løbet i 4000 😉

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                                    • S Offline
                                      S Offline
                                      Sukkeralf
                                      wrote on sidst redigeret af
                                      #634

                                      Momenta Therapeutics har endda et CD38 SIFbody i preklinikken, så lad os se over tid om Janssen får det i klinikken:

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                                      • S Offline
                                        S Offline
                                        Sukkeralf
                                        wrote on sidst redigeret af
                                        #635

                                        Therapeutics like Rituxan® and Darzalex®, which engage the Fcg receptor and complement systems to mediate cell depletion, are important standards-of-care for patients with cancer and autoimmune disease. However, inefficient engagement limits efficacy and, in many patients, contributes to drug resistance.

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                                        • S Offline
                                          S Offline
                                          Sukkeralf
                                          wrote on sidst redigeret af
                                          #636

                                          We have demonstrated the potential of our proprietary Fc multimerization technology to maximize engagement of the Fcg receptor and complement systems, thereby enabling the discovery of potentially best-in-class agents targeting CD38 and CTLA-4. This research reinforces our belief in the broad applicability of our Fc multimerization platform to produce enhanced therapeutic antibodies across a range of targets, including for the treatment of cancer.

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