Genmab — Marts 2021
-
To me it is clear that, IF there is an adverse event in one of the projects, they will stop the development and therefore not use the full budget for that project. Whether you get there slow or fast. They recently showed their discipline in cutting development in Enapotamab and, in a sense, also with Camidanlumab.
-
Genmab could have also chosen to guide initially with lower costs and increase guidance after each successfully finished development phase. As is said before, to me, budgetting the fast development already now, shows conviction that they think that their projects will be successful.
-
Det flugter også præcis med hvad jeg skrev tidligere. Jo mere aggrasivt man investere, jo mere risiko løber man. Hvis man fulgte den mere "normale" udvikling så vil man udvikle mod 1 fase 3 først samtidigt med der laves endnu flere PK studier. Og når man så har fase 3 data og de er gode så skruere man meget mere op. Derved er risikoen lavere. Modsat tager det længere tid at få et ligende antal godkendelser såfremt data er positive
-
Så det er et kalkuleret satsning Abbvie og genmab fortager. Fejler det bliver det mega max dyrt at fejle fordi de kommer til at køre så mange parellle fase 3 forsøg
-
Genmab Investor Presentation - March 2021
https://ir.genmab.com/static-files/de962be4-2ada-4f94-b566-080b5ed340eb -
POLITICO @politico
BREAKING: The Senate passed President Biden’s $1.9 trillion coronavirus relief package after a marathon session and last-minute arm twisting over one of the biggest provisions in the package https://www.politico.com/news/2021/03/06/senate-approves-bidens-19t-pandemic-relief-plan-473920 … -
-
@ troldmanden. Mon ikke Genmab/Abbvie har lavet en grundig risk assessment og due diligence. Tror det og indtil vidre vil jeg mene Genmab har gjort det godt. At markedet så kammer over indimellen er en anden snak. Markeds konsensus m.h.t kurs target er justeret ca. 10% ned man aktien falder 30% giver jo ikke mening i den grad udover det er den "normale" markedspanik
-
God morgen.
-
Daratumumab,
Talquetamab / Teclistamab presentations from #EMN2021 meeting https://www.oncologysciencehub.com/emn2021/#product-bispecifics -
First-line daratumumab shows high efficacy and tolerability even in advanced AL amyloidosis: the real-world experience https://www.sciencedirect.com/science/article/pii/S2059702921000211
Hello! It looks like you're interested in this conversation, but you don't have an account yet.
Getting fed up of having to scroll through the same posts each visit? When you register for an account, you'll always come back to exactly where you were before, and choose to be notified of new replies (either via email, or push notification). You'll also be able to save bookmarks and upvote posts to show your appreciation to other community members.
With your input, this post could be even better 💗
Tilmeld Log ind