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Genmab — Marts 2021

Planlagt Fastgjort Låst Flyttet Genmab
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  • DarvinD Offline
    DarvinD Offline
    Darvin
    wrote on sidst redigeret af
    #573

    Morn - læste lige en dejlig udtalelse om ledelser/selskaber der tænker vækst og investering: “ Jeg mener, der er brug for mere af den slags ledelse, i stedet for dem der fokuserer på udbytter og aktietilbagekøb, for det er ligegyldigt. Invester i vækst,” siger Peter Garnry.” 🙂

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    • DarvinD Offline
      DarvinD Offline
      Darvin
      wrote on sidst redigeret af
      #574

      NB! Fra Børsen

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      • S Offline
        S Offline
        Sukkeralf
        wrote on sidst redigeret af
        #575

        Denne står vel lidt i skærende kontrast til hvad vi ellers har hørt !!

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        • S Offline
          S Offline
          Sukkeralf
          wrote on sidst redigeret af
          #576

          Just a moment...

          favicon

          (www.firstwordpharma.com)

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          • S Offline
            S Offline
            Sukkeralf
            wrote on sidst redigeret af
            #577

            Summary points from expert feedback:

            · KOL explains that Kesimpta uptake has been slow, in part due to economic benefits derived from Ocrevus (Roche) infusions

            · Promotional activities for Kesimpta have been hampered by the COVID-19 pandemic

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            • S Offline
              S Offline
              Sukkeralf
              wrote on sidst redigeret af
              #578

              · Kesimpta's impact on Ocrevus has been minimal and potential 'off-label' use in primary progressive MS (PPMS) is seen as marginal

              · KOL highlights that MS field has moved towards earlier adoption of aggressive B-cell depletion therapies with decreased prescribing of oral agents expected in the future

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              • JørgenVarnæsJ Offline
                JørgenVarnæsJ Offline
                JørgenVarnæs
                wrote on sidst redigeret af
                #579

                Hæh - ofatumumabs smertehistorie er ikke overstået endnu...

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                • JørgenVarnæsJ Offline
                  JørgenVarnæsJ Offline
                  JørgenVarnæs
                  wrote on sidst redigeret af
                  #580

                  Det passer vel meget godt med EL’s oplysning om Q4 salg på usd 14m

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                  • S Offline
                    S Offline
                    Sukkeralf
                    wrote on sidst redigeret af
                    #581

                    Det dårlige salg var vel mest af alt begrundet med, at Kesimpta blev givet væk gratis

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                    • JørgenVarnæsJ Offline
                      JørgenVarnæsJ Offline
                      JørgenVarnæs
                      wrote on sidst redigeret af
                      #582

                      Det kunne være en forklaring - alternativt kan man fremføre, at når Kesimpta blev foræret væk, hvorfor genererede det så en omsætning?

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                      • StockBullS Offline
                        StockBullS Offline
                        StockBull
                        wrote on sidst redigeret af
                        #583

                        ja 14m https://www.fiercepharma.com/pharma/novartis-not-leaving-any-stone-unturned-for-kesimpta-leqvio-as-entresto-cosentyx-drive

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                        • StockBullS Offline
                          StockBullS Offline
                          StockBull
                          wrote on sidst redigeret af
                          #584

                          skal ikke kunne sige hvad Genmabs andel potentiels kan blive men det er store tal der nævnes her MS markethttps://www.fortunebusinessinsights.com/industry-reports/multiple-sclerosis-drugs-market-100386

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                          • E Offline
                            E Offline
                            E_L
                            wrote on sidst redigeret af
                            #585

                            Novartis themselves called it "Broad adoption" in their Q4 presentation, with ~1000 patients treated in 1st 4 months
                            of launch, and pointed at sales ramp up in H2 due to Pandemic impact
                            on MS Market
                            in H1

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                            • W Offline
                              W Offline
                              w
                              wrote on sidst redigeret af
                              #586

                              https://www.investing.com/rates-bonds/u.s.-10-year-bond-yield, 3%ned

                              1 Reply Last reply
                              0
                              • W Offline
                                W Offline
                                w
                                wrote on sidst redigeret af
                                #587

                                Link Preview Image
                                US 10 Year Treasury Yield - Investing.com

                                Get our 10 year Treasury Bond Note overview with live and historical data. The yield on a 10 yr treasury bill represents the return an investor will receive by holding the bond for 10 years.

                                favicon

                                Investing.com (www.investing.com)

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                                • P Offline
                                  P Offline
                                  Peter_Panik
                                  wrote on sidst redigeret af
                                  #588

                                  God morgen...jamen så kender vi da retningen igen. Nu må der godt snart komme købere på banen...et fantastisk købstilbud 🙂

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                                  • StockBullS Offline
                                    StockBullS Offline
                                    StockBull
                                    wrote on sidst redigeret af
                                    #589

                                    https://nbg1.your-objectstorage.com/proinvestor-dev/forum/boards/91756_bundvending.png tyder på en bundvending

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                                    • StockBullS Offline
                                      StockBullS Offline
                                      StockBull
                                      wrote on sidst redigeret af
                                      #590

                                      når den grønne tråd krydser den røde er det et klart købssignal. Har selv taget forskud på glæderne 🙂

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                                      • P Offline
                                        P Offline
                                        Peter_Panik
                                        wrote on sidst redigeret af
                                        #591

                                        Pensionisten: Det tror jeg bestemt, at du har ret i.

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                                        0
                                        • StockBullS Offline
                                          StockBullS Offline
                                          StockBull
                                          wrote on sidst redigeret af
                                          #592

                                          Profferne venter på bundvending og at MACD giver købssignal som p.t ser ud til at komme om 3-4 dage 🙂 skal jo lige være sikker på udsalget er færdigt 🙂

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