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Genmab — Marts 2021

Planlagt Fastgjort Låst Flyttet Genmab
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  • Legolas23L Offline
    Legolas23L Offline
    Legolas23
    wrote on sidst redigeret af
    #131

    TA er et fint redskab til at vise psykologien i markedet, men det kan ikke stå alene i biotek. Der skal casen være nummer et og de ting man nogenlunde ved kommer eller som genmab skal give opdatering på. De TA charts, som har været præsenteret har jeg ikke kunne bruge til ret meget. Det viser en udvilking, som er sket. Hvad der kommer ved kun Genmab. På med de lange briller...

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    • S Offline
      S Offline
      Sukkeralf
      wrote on sidst redigeret af
      #132

      With epcoritamab i kind of gives itself - either they put in a lot of money and try to keep up with Roche or they dont do it at all

      1 Reply Last reply
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      • S Offline
        S Offline
        Sukkeralf
        wrote on sidst redigeret af
        #133

        With the BsAb checkpointinhibitor they could moved ahead a bit slower but here is the oppertunity perhaps even bigger so fine with me that they also speed this up

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        • E Offline
          E Offline
          E_L
          wrote on sidst redigeret af
          #134

          you know what
          , that is exactly how i see it...

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          • E Offline
            E Offline
            E_L
            wrote on sidst redigeret af
            #135

            The whole of last year I have been hoping for speed on specially the Epcoritamab trials, worrying the pandemic might slow things down and getting further behind the competion. I am getting that speed now, so to me this is a plus.

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            • Helge_LarsenPI-redaktørH Offline
              Helge_LarsenPI-redaktørH Offline
              Helge_LarsenPI-redaktør
              wrote on sidst redigeret af
              #136

              Just a moment...

              favicon

              (www.proinvestor.com)

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

                And I totally disagree with TheNote - JAn for sure knows how to run GEnmab better than the investors......so a better guidance earlier must be the solution forward

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

                  E L we have already seen that sc dosing with Darzalex is a big advantage - specially in these pandemic times. Words say the same thing about Kesimpta. So that really a good card to have with epcoritamab even though we hopefully are more or less out of this sick Corona times when we get an approval.

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                  • DarvinD Offline
                    DarvinD Offline
                    Darvin
                    wrote on sidst redigeret af
                    #139

                    Asolut og aldeles enig med Bioshare, E L, Sukkeralf, GeorgeBest m.fl. Og som E L skriver så har Jan egentlig advaret længe om at de ville sætte alt ind mit udvikling

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                    • troldmandenT Offline
                      troldmandenT Offline
                      troldmanden
                      wrote on sidst redigeret af
                      #140

                      Det er faktisk en stor bøf fra deres IR afdelinges side. Det er dem der skal hjælpe med at guide analytikerne. Indikere at de har sat udgiftsnivauet lavere end hvad det bliver. Jan har jo ikke misset en mulighed for i starte at sige igen og igen at analytikerne havde sat dara topsalg for lavt. Derved opjusterede en masse analytikere. Det skal de altså også sørge for når det går den anden vej

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                      • troldmandenT Offline
                        troldmandenT Offline
                        troldmanden
                        wrote on sidst redigeret af
                        #141

                        Så det er en fejl 40. De er selv skyld i markedet var SÅ meget forkert på den

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                        0
                        • E Offline
                          E Offline
                          E_L
                          wrote on sidst redigeret af
                          #142

                          Plesner really had a few interesting observations in his article by the way, eg on treating early, using the best treatment upfront or how long to (re-)treat

                          1 Reply Last reply
                          0
                          • E Offline
                            E Offline
                            E_L
                            wrote on sidst redigeret af
                            #143

                            Genmab keeping dates for GEN1046 in clinicaltrials as they were , just adding a few trial sites, so no reason to worry about Covid delays
                            for now https://clinicaltrials.gov/ct2/history/NCT03917381?A=11&B=12&C=merged#StudyPageTop

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                            • D Offline
                              D Offline
                              Doublo
                              wrote on sidst redigeret af
                              #144

                              Legolas det er der sikkert også nogen der gerne vil, men hvornår når vi bunden, det er spørgsmålet. Et langt stykke hen ad vejen kan man supplere når aktien falder, men mellem 50 og 100 kurspoint om dagen i uger, kan man ikke køber sig ud af. Jeg har snar så mange, at jeg må lade mig registrere som storaktionær, overdrivelse kan forekomme.

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                              • K Offline
                                K Offline
                                Klarussen
                                wrote on sidst redigeret af
                                #145

                                En faldende kniv må man sige...

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                                0
                                • R Offline
                                  R Offline
                                  Rondo
                                  wrote on sidst redigeret af
                                  #146

                                  hvor mange aktier skal man have for at registere sig som stor aktionær .... 🙂 🙂

                                  1 Reply Last reply
                                  0
                                  • D Offline
                                    D Offline
                                    Doublo
                                    wrote on sidst redigeret af
                                    #147

                                    Ronda det er vist 5%

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                                    0
                                    • JørgenVarnæsJ Offline
                                      JørgenVarnæsJ Offline
                                      JørgenVarnæs
                                      wrote on sidst redigeret af
                                      #148

                                      Er der egentlig kommet pdufa på tisotumab?

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                                      0
                                      • E Offline
                                        E Offline
                                        E_L
                                        wrote on sidst redigeret af
                                        #149

                                        last i heard was that they are hoping for accelerated approval

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                                        • JørgenVarnæsJ Offline
                                          JørgenVarnæsJ Offline
                                          JørgenVarnæs
                                          wrote on sidst redigeret af
                                          #150

                                          application was sent feb 10th - so still early days

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