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Genmab — September 2020

Planlagt Fastgjort Låst Flyttet Genmab
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  • D Offline
    D Offline
    deleted-user
    wrote on sidst redigeret af
    #127

    Godmorgen. Har nogle fra PI haft lejlighed til, at læse denne artikel fra Børsen, hvor Bernstein skriver om Genmab' pipeline - og kan give et resume?

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    • D Offline
      D Offline
      deleted-user
      wrote on sidst redigeret af
      #128

      Link Preview Image
      Bernstein om Jan van de Winkels magiske bønner: “Vi venter, at mindst en eller to virker, og så kan de blive giganter”

      Det amerikanske finanshus Bernstein har nærstuderet biotekselskabet Genmabs tidlige pipeline og vurderer, at øget gennemsigtighed kan bane vejen for yderligere kursstigninger, men det vil nok tage lid

      favicon

      borsen.dk (borsen.dk)

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      • G Offline
        G Offline
        GeorgeBest
        wrote on sidst redigeret af
        #129

        Her er lidt klip fra Børsen: Finanshuset mener, at Genmab har skabt en værdifuld teknologiplatform, der evner

        2400
        kr. pr. aktie mener Bernstein, at Genmab er værd i øjeblikket
        konstant at identificere innovative antistoffer med høj potens.
        “Det ser vi ultimativt som en nøglefaktor for at investere i selskabet på langt sigt,”

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        • G Offline
          G Offline
          GeorgeBest
          wrote on sidst redigeret af
          #130

          Han peger på, at især kræftmidlet PD-L1x4-1BB kan give et løft værdimæssigt. Bernstein indregner i dag kun 10 kr. pr. aktie i værdi for det middel, men fjernes risikoen helt via gode forsøgsdata, kan den værdi løftes til omkring 400 kr. pr. aktie. Desuden er der flere katalysatorer i løbet af efteråret, der kan give input til aktiemarkedet.

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          • D Offline
            D Offline
            deleted-user
            wrote on sidst redigeret af
            #131

            Tak for det GB

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            • E Offline
              E Offline
              E_L
              wrote on sidst redigeret af
              #132

              400 kr per annum may be slightly too high 😄

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              • concilladoC Offline
                concilladoC Offline
                concillado
                wrote on sidst redigeret af
                #133

                They are not americans for nothing 😉

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                • concilladoC Offline
                  concilladoC Offline
                  concillado
                  wrote on sidst redigeret af
                  #134

                  big, bigger....sell!! 😄

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                  • StockBullS Offline
                    StockBullS Offline
                    StockBull
                    wrote on sidst redigeret af
                    #135

                    https://nbg1.your-objectstorage.com/proinvestor-dev/forum/boards/86636_spaendende.JPG Ser ud til Genmab er igang med en bundvending efter min mening. Den røde linie indikere historiske bundvendinghsniveauer. Så med mindre Nasdaq skal have flere bank kunne noget tyde på, at det var det, for Genmabs vedkommende i denne omgang. Det sidste års tid har det kunne betale sig at supplere nu nuværende RSI niveau. Der er selvfølgelig ingen garanti for Genmab fortsætter i den illustrede kanal i al evighed 🙂

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                    • E Offline
                      E Offline
                      E_L
                      wrote on sidst redigeret af
                      #136

                      Genmab
                      @Genmab
                      ·
                      Join Genmab at #SOHO2020, a virtual event from September 9 to 12, 2020. https://twitter.com/Genmab/status/1303664600395714560

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                      • S Offline
                        S Offline
                        Sukkeralf
                        wrote on sidst redigeret af
                        #137

                        CD47 er hot - først Gilead, så Abbvie og nu kind of Pfizer:

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                        • S Offline
                          S Offline
                          Sukkeralf
                          wrote on sidst redigeret af
                          #138

                          https://endpts.com/dabbling-in-cd47-pfizer-infuses-25m-into-a-biotech-player-touting-positive-monotherapy-data/

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                          • S Offline
                            S Offline
                            Sukkeralf
                            wrote on sidst redigeret af
                            #139

                            It’s not necessarily that Trillium plans to compete with a single agent; CSO Bob Uger listed anti-PD-(L)1 drugs, proteasome inhibitors, Darzalex, Erbitux and Folotyn as potential pairings for different indications. But having solid monotherapy data as a foundation gives execs more confidence that their drug would do even better in combo.

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                            • S Offline
                              S Offline
                              Sukkeralf
                              wrote on sidst redigeret af
                              #140

                              Så nu håber man bare snart, at Genmab nærmer sig en IND - formentlig et bispecifikt antistof. Håber den tifældigvis dukker op på tavlen til CMD, hvor der måske åbnes op for forventninger til IND´er i 2021

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                              • G Offline
                                G Offline
                                GeorgeBest
                                wrote on sidst redigeret af
                                #141

                                Genmab to present at Morgan Stanley event 15.9.20. Webcast will be available https://ir.genmab.com/news-releases/news-release-details/genmab-present-morgan-stanley-18th-annual-global-healthcare

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                                • E Offline
                                  E Offline
                                  E_L
                                  wrote on sidst redigeret af
                                  #142

                                  they are also presenting at Citi this week, not sure if we can see anything from that

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                                  • E Offline
                                    E Offline
                                    E_L
                                    wrote on sidst redigeret af
                                    #143

                                    yes, CD47 is clearly the hot target atm. Genmab better hurry, you 'Blink' and you miss your opportunity 😉

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                                    • E Offline
                                      E Offline
                                      E_L
                                      wrote on sidst redigeret af
                                      #144

                                      New: Trial of the Safety and Efficacy of Epcoritamab in Japanese Subjects With R/R B-NHL https://clinicaltrials.gov/ct2/show/NCT04542824?term=NCT04542824&draw=2&rank=1

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                                      • Helge_LarsenPI-redaktørH Offline
                                        Helge_LarsenPI-redaktørH Offline
                                        Helge_LarsenPI-redaktør
                                        wrote on sidst redigeret af
                                        #145

                                        Join Genmab at #SOHO2020, a virtual event from September 9 to 12, 2020. Visit our virtual booth at http://genmab-at-soho-2020.com to get the latest information about our presentations, antibody platforms and pipeline. Get more info at http://soho2020.com @SocietyofHemOnc

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                                        • E Offline
                                          E Offline
                                          E_L
                                          wrote on sidst redigeret af
                                          #146

                                          BAML sees Kesimpta in MS $5bn peak sales $5bn

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