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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.
  • 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
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        Mcjean
        wrote on sidst redigeret af
        #620

        og de guider med 3.9-4.2BN$

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        • A Offline
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          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
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            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
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                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
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                  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
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                        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
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                                    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
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                                      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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                                        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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                                        • S Offline
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                                          Sukkeralf
                                          wrote on sidst redigeret af
                                          #637

                                          https://www.momentapharma.com/pipeline/overview/default.aspx

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