Genmab — Oktober 2020

[Solsen]

Keytruda ca 20% ORR i firstline NSCLC og 45% ORR i gruppen der udtrykker PD-L1 mest https://www.curetoday.com/view/keytruda-nears-50-percent-response-response-in-high-pd-l1expressing-lung-cancer

[Solsen]

Så har vi lidt benchmark, hvor de patienter der indgår i det forsøg vi får resultater fra er sværere at behandle, idet de ikke er first line.

[GeorgeBest]

Genmab price target raised to DKK 2,320 from DKK 1,112 at Goldman Sachs

[Helge_LarsenPI-redaktør]

God morgen.

[Solsen]

GS har da også opkøbt i Genmab http://investors.morningstar.com/ownership/shareholders-major.html?t=GNMSF

[bibob]

God morgen.

[transalp]

Go morgen..

[E_L]

a bit more on GS - Genmab price target raised to DKK 2,320 from DKK 1,112 at Goldman Sachs Goldman Sachs analyst Graig Suvannavejh raised the firm's price target on Genmab to DKK 2,320 from DKK 1,112 and keeps a Neutral rating on the shares. The analyst also introduces a price target of $37 on Genmab ADR's. Suvannavejh states that the company's execution has been "impressive" as he calls it the "best-in-class European biotechnology company" given its royalties from Darzalex,

[E_L]

though after the stock's run-up over the past two hears, he sees risk-reward as "balanced" at current levels.

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Real-time market news, financial data, stock research, and portfolio tools from The Fly.

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[kkjoel]

GB - har GS samtidigt køb/hold/sælg anbefaling?

[kkjoel]

Ok, den tog EL sig af

[E_L]

good morning

[kkjoel]

And good mornings to The ELectrician I didn't have a target from GS, so it must be quite an old (and ridiculously low) one, 1,112?! But classically executed, none the less: buy, buy, buy yourself (having a target of 1,112 and a price of 2,200.. so that makes a lot of sense) - THEN recommend buy to all others.

[kkjoel]

Must be extremely positive for GEN 2day w GS recommendation. AND NBI up 0,5% yday. Let'
s see...

[kkjoel]

All right, they didn't recommend buy, but they more than doubled the TP. Same, same....

[Solsen]

Har valgt at reducere lidt på GS analysen, der har holdt hånden under Genmab. Det ligner en blodig dag med lockdowns trusler og smittetal der skræmmer.

[Solsen]

Men håber at Genmab stiger

[SEACOP]

Peak March 2021. https://financhill.com/stock-forecast/GMAB-stock-prediction

[E_L]

Novartis (NVS) CEO, Vas Narasimham on Q3 2020 Results - Earnings Call Transcript https://seekingalpha.com/article/4381882-novartis-nvs-ceo-vas-narasimham-on-q3-2020-results-earnings-call-transcript?part=single

[Bulder]

Nice: "If you look at some of the estimates on what the B-cell market could look like over the next 10 years, there are some estimates that point us to 35% to 40% of the market."