Genmab — Marts 2021
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Der er naturligvis mange ubekendte i denne ligning. Så værdien af Dara + kontanter er ca. 1500 point, NPV 80-90 mia. kr. og Epco er 2500 kurspoint i et optimistisk udfald.
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Eller tillægger du værdien af resten af virksomheden, som udvikling, brand og materielle aktiver, en del af de 2500 point i upside?
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Ja vi lå omkring 1500 inden Abbvie aftalen og retsagen som jeg lige husker så jeg vil ikke blive forbavset hvis markedet banker kursen ned under 1500kr hvis Epco fejler. I 2017 blev kursen banket 48% ned p.g.a solid ( som stort set ingen havde værdisat ) så jo det kan blive grimt hvis Epco fejler
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Enhver investor bør være bekendt med value at risk. Erindre svagt faldet omkring solid stuidet...... Nu skrev du min mellemregning.... nemlig overreaktionen ved en dårlig nyhed
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Der er altid interessant at høre bud på værdien af de enkelte aktiver (EVA), særligt at høre JvW vuredere, at Epco bliver et større aktiv en Dara. Hvilket ikke er lov, men et godt bud i min optik
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In the patient described, we also show that daratumumab therapy influenced the dynamics of several immunoregulatory cytokine levels (IL-6, IL-10, IL-17, IFN-γ, TNF-α, TGF-β) indicating an immunomodulatory effect of the drug beyond plasma cell depletion. In addition, we provide a literature review on the use of daratumumab in autoimmune conditions, including multi-treated and refractory patients with autoimmune hemolytic anemia (both CAD and warm forms), Evans syndrome (association of autoimmune
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The Immunomodulatory Effect and Clinical Efficacy of Daratumumab in a Patient With Cold Agglutinin Disease. https://www.frontiersin.org/articles/10.3389/fimmu.2021.649441/full
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Do you think Janssen with purpose will be holding back information regarding those programs as long as the royalty issue isn‘t settled?
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They could. But also, the outcome of the arbitrage may determine what the best development path / way forward is for JNJ financially, they may decide to wait for that. Or they may use their development option for HexaCD38 as a pressure point in the arbitrage…
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just look at Pfizer's Bourla. He said the company’s scientists and engineers gained a decade’s worth of experience in the past year working on the Covid-19 vaccine with Germany’s BioNTech SE , and is ready to pursue mRNA on its own. -ON ITS OWN he said. Screw BioNTech. https://www.wsj.com/articles/pfizer-goes-it-alone-to-expand-vaccine-business-beyond-covid-19-pandemic-11616491800
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I understand the issue with hexacd38. But if it is significantly better than dara, they should follow that path. Just to fend off competition like Sarclisa, CAR-T and many other. Furthermore they would cut off HALO with a move to hexacd38...
der var også et massivt shortangreb under denne ørkenvandring
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