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Genmab — April 2021

Planlagt Fastgjort Låst Flyttet Genmab
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  • JørgenVarnæsJ Offline
    JørgenVarnæsJ Offline
    JørgenVarnæs
    wrote on sidst redigeret af
    #962

    To me - anyway - it seems something out of the ordinary went on in the March numbers

    1 Reply Last reply
    0
    • JørgenVarnæsJ Offline
      JørgenVarnæsJ Offline
      JørgenVarnæs
      wrote on sidst redigeret af
      #963

      But that is the fly in the soup - RoW grew by 20% Q/Q!!!

      1 Reply Last reply
      0
      • BulderB Offline
        BulderB Offline
        Bulder
        wrote on sidst redigeret af
        #964

        Ja, havde rabatten da bare været på 8% igen, så ville nettosalget have været på 722, og begge himle ville have været blå.

        1 Reply Last reply
        0
        • G Offline
          G Offline
          GeorgeBest
          wrote on sidst redigeret af
          #965

          From the Deutsche Bank (DB) research initiated yesterday: DB starts Genmab at „buy“ saying Genmab has enough cash, a strong pipeline of antibody-based drugs and many successful products already on the marked...

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          0
          • BulderB Offline
            BulderB Offline
            Bulder
            wrote on sidst redigeret af
            #966

            Anything about the arbitration?

            1 Reply Last reply
            0
            • G Offline
              G Offline
              GeorgeBest
              wrote on sidst redigeret af
              #967

              more DB: Genmabs blood cancer treatment Darzalex has been a key asset for the Company with consensus expectations for last year’s sales to triple by 2030...

              1 Reply Last reply
              0
              • G Offline
                G Offline
                GeorgeBest
                wrote on sidst redigeret af
                #968

                more DB: the „Cepheus“ study that investigates the efficacy of Darzalex when combined with standard blood cancer therapy could skyrocket its share if successful...

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                • G Offline
                  G Offline
                  GeorgeBest
                  wrote on sidst redigeret af
                  #969

                  more DB: Genmab also plans to expand the sales of cervical cancer drug tisotumab and lymph node tumour drug Epcoritamab, which could compete with the Roche products.

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                  • G Offline
                    G Offline
                    GeorgeBest
                    wrote on sidst redigeret af
                    #970

                    ingenting om voldgift Bulder

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                    • JørgenVarnæsJ Offline
                      JørgenVarnæsJ Offline
                      JørgenVarnæs
                      wrote on sidst redigeret af
                      #971

                      Skægt med Cepheus - den har jeg slet ikke overvejet. Gad vide, hvor meget der egentlig er taget med i estimaterne fra det studie?

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                      0
                      • JørgenVarnæsJ Offline
                        JørgenVarnæsJ Offline
                        JørgenVarnæs
                        wrote on sidst redigeret af
                        #972

                        Primary completion står til 8. April 2021, så data må være lige på trapperne

                        1 Reply Last reply
                        0
                        • BulderB Offline
                          BulderB Offline
                          Bulder
                          wrote on sidst redigeret af
                          #973

                          Det har næsten været i glemmebogen, men data skulle gerne overgå Maia, da også Velcade indgår i kombien. Der går nok et par år endnu før vi hører om parallel-studiet Perseus (transplant), men Griffin har jo gjort sin gavn, så det haster heller ikke.

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                          • BulderB Offline
                            BulderB Offline
                            Bulder
                            wrote on sidst redigeret af
                            #974

                            Endnu mere spændende bliver Auriga (maintenance) om et par år. https://clinicaltrials.gov/ct2/show/NCT03901963?term=auriga+daratumumab&draw=2&rank=1

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                            • Helge_LarsenPI-redaktørH Offline
                              Helge_LarsenPI-redaktørH Offline
                              Helge_LarsenPI-redaktør
                              wrote on sidst redigeret af
                              #975

                              Sydbank analyse efter tal fra J&J: https://www.proinvestor.com/investornyt/674260/sydbankanalyse-genmab-darzalex-ndash-hoslashjdepunkter-fra-johnson-amp-johnsons-1-kvartalsregnskab-2021

                              1 Reply Last reply
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                              • E Offline
                                E Offline
                                E_L
                                wrote on sidst redigeret af
                                #976

                                So Deutsche thinks consensus 2030 sales is $12.5 bn... that doesn't seem right, most analysts don't seem to even come close to that as peak sales?

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                                0
                                • D Offline
                                  D Offline
                                  deleted-user
                                  wrote on sidst redigeret af
                                  #977

                                  Fra Børen - Deutsche Bank knap så begejstret som Genmabs topchef: Væksthåb virker ikke bedre end Roches middel https://borsen.dk/nyheder/virksomheder/deutsche-bank-om-genmabs-naeste-vaeksthaab-adskiller-sig-ikke-fra-rivals

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                                  0
                                  • D Offline
                                    D Offline
                                    Doublo
                                    wrote on sidst redigeret af
                                    #978

                                    LLI nu skal en analytiker vel ikke tage stilling til lægemidlers effekt, og hvad er han forudsætninger for det mon? det lyder ikke sandsynligt, at hans udtaler sig med større vægt end JVW.

                                    1 Reply Last reply
                                    0
                                    • G Offline
                                      G Offline
                                      GeorgeBest
                                      wrote on sidst redigeret af
                                      #979

                                      Så iflg. Børsen mener Deutsche Bank at Epcoritamabs subkutane fordel over glofi være kortlivet

                                      1 Reply Last reply
                                      0
                                      • D Offline
                                        D Offline
                                        deleted-user
                                        wrote on sidst redigeret af
                                        #980

                                        @Doublo - nu er det ikke min egen vurdering, men en reference til en artikel i Børsen.

                                        1 Reply Last reply
                                        0
                                        • BulderB Offline
                                          BulderB Offline
                                          Bulder
                                          wrote on sidst redigeret af
                                          #981

                                          Hvad angår effektivitet er de nogenlunde ens (foreløbig i hvert fald) og en sc glofi er på vej.

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                                          0

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