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Genmab — Marts 2021

Planlagt Fastgjort Låst Flyttet Genmab
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  • StockBullS Offline
    StockBullS Offline
    StockBull
    wrote on sidst redigeret af
    #1070

    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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    • StockBullS Offline
      StockBullS Offline
      StockBull
      wrote on sidst redigeret af
      #1071

      Markedet har det med at overreagere og det er det jeg forudser vil ske hvis Epco fejler på den korte bane. Såfremt genmab vinder retsagen burde Darzalex kunne retfærdigøre kurs 2000 på den lidt længere bane uden Epco efter min mening

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      • D Offline
        D Offline
        deleted-user
        wrote on sidst redigeret af
        #1072

        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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        • D Offline
          D Offline
          deleted-user
          wrote on sidst redigeret af
          #1073

          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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          • StockBullS Offline
            StockBullS Offline
            StockBull
            wrote on sidst redigeret af
            #1074

            Det var en grim tid da soild gik i vasken sev kursen fra 1497 til 772 over 482 dage 🙂 der var også et massivt shortangreb under denne ørkenvandring

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            • E Offline
              E Offline
              E_L
              wrote on sidst redigeret af
              #1075

              on the agenda for the EMA Paediatric Committee (PDCO): 2.1.4. Human anti-interleukin-15 (IL-15) monoclonal antibody - Treatment of coeliac disease
              Day 120 opinion
              Action: For adoption
              Gastroenterology-Hepatology ; I assume this is PRV-015 (AMG 714)

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              • G Offline
                G Offline
                gentogen
                wrote on sidst redigeret af
                #1076

                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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                • G Offline
                  G Offline
                  gentogen
                  wrote on sidst redigeret af
                  #1077

                  Evans syndrome (association of autoimmune hemolytic anemia and immune thrombocytopenia) and non-hematologic autoimmune diseases, such as systemic lupus erythematosus and rheumatoid arthritis.

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                  • G Offline
                    G Offline
                    gentogen
                    wrote on sidst redigeret af
                    #1078

                    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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                    • BulderB Offline
                      BulderB Offline
                      Bulder
                      wrote on sidst redigeret af
                      #1079

                      Gad vist om det nogensinde bliver til noget med dara i autoimmune?

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                      • E Offline
                        E Offline
                        E_L
                        wrote on sidst redigeret af
                        #1080

                        I think the real question is if we are going to hear anything else on the CD38 development front until the finalisation of the arbitrage... autoimmune, solids, smoldering, with Dara or HexaCD38...

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                        • G Offline
                          G Offline
                          GeorgeBest
                          wrote on sidst redigeret af
                          #1081

                          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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                          • E Offline
                            E Offline
                            E_L
                            wrote on sidst redigeret af
                            #1082

                            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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                            • E Offline
                              E Offline
                              E_L
                              wrote on sidst redigeret af
                              #1083

                              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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                              • E Offline
                                E Offline
                                E_L
                                wrote on sidst redigeret af
                                #1084

                                lovely industry really isn't it.

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                                • G Offline
                                  G Offline
                                  GeorgeBest
                                  wrote on sidst redigeret af
                                  #1085

                                  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...

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                                  • E Offline
                                    E Offline
                                    E_L
                                    wrote on sidst redigeret af
                                    #1086

                                    I agree, just saying they may wait with deciding that. And the longer they wait, the more development costs for Genmab.

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                                    • E Offline
                                      E Offline
                                      E_L
                                      wrote on sidst redigeret af
                                      #1087

                                      and you are now assuming HexaCD38 will not need HALO, are you sure?

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                                      • G Offline
                                        G Offline
                                        GeorgeBest
                                        wrote on sidst redigeret af
                                        #1088

                                        No

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                                        • E Offline
                                          E Offline
                                          E_L
                                          wrote on sidst redigeret af
                                          #1089

                                          neither do I. But I think we can rest assured that Genmab will do whatever they can to get this into SC themselves if possible lol

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