Genmab — December 2020
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Helt enig Darvin! Hørte først webcast ASH Data Review her til morgen, og hvor er jeg super begejstret for Martin Hutchings - han virker bare super kompetent og godt inde i sagerne. Og så er han i stand til at formidle budskaberne - kanon approach at han bare bryder ind og svarer på spørgsmålene....det fortæller alt
Det er super dejligt at have sådan en kompetence til at "drive" Epcoritamab frem. Hvis Martin er begejstret er jeg også begejstret 
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Jeg har det også fornøjeligt med Genmab. Afkast pt. for året 72,25%. Ik´ så ring
enda
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DNB: As expected, the highlight for Genmab at this year’s virtual ASH conference (5–8 December) was deeper
and broader response rates for epcoritamab – 91% ORR and 55% CR in highly pre-treated DLBCL patients. We have increased the value of epcoritamab to DKK170/share (85). We have also added amivantamab
to our SOTP at DKK46/share. We reiterate our HOLD, but have raised our target price to DKK2,451 (2,320). -
Ikke meget værdi DNB allokerer til Epcoritamab sammenlignet med DDB. Basis for nogle opjusteringer...
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Dagens forholdsvis svage udvikling skyldes nok generel omallokering fra medicinal og IT til finans og cycliske aktier.
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Best in class, høj safety, milde AE ifm de første behandlinger (og dermed muligheder for at maintenance), SC fordel fremfor konkurrenterne, potentiale til 4 x BB eller mere..... hmmm, lad mig se, ja, ca. DKK170 værd på kursen. De må da have mistet stelforbindelsen hos DNB.
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2014 ups tiden går https://www.nordnet.dk/blog/de-udenlandske-banker-skjuler-sig/
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