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Genmab — Maj 2021

Planlagt Fastgjort Låst Flyttet Genmab
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  • StockBullS Offline
    StockBullS Offline
    StockBull
    wrote on sidst redigeret af
    #25

    Jovist Vitus men potentialet er mega i Genmab hvis pipelinen basker og en CEO der snakker om 3 dopling. Det er er ikke mange andre firmaer som kan stikke. Hvis du har andre interessandet aktier i samme klasse lytter jeg gerne

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    • StockBullS Offline
      StockBullS Offline
      StockBull
      wrote on sidst redigeret af
      #26

      reward - risk ratio er i den høje ende hvis man kan vente 1 års tid. Er da enig der er andre som også kan rykke meget så som Gravity som har fået en del bank på det sidste . GRVY - burde kunne rykke 100% på 1-2 år

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      • StockBullS Offline
        StockBullS Offline
        StockBull
        wrote on sidst redigeret af
        #27

        Det er jo det der er det fedt ved aktie picking - nemlig at kunne spotte de aktier som har fået for mange bank så som Genmab og Gravity - dermed ikke sagt at de begge kan falde 10% mere inden bøtten vender mod nye ATH

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        • StockBullS Offline
          StockBullS Offline
          StockBull
          wrote on sidst redigeret af
          #28

          fedt=fede

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          • BulderB Offline
            BulderB Offline
            Bulder
            wrote on sidst redigeret af
            #29

            Der er ikke meget, der ikke er rødt i dag. Ofte set mønster på disse dage: Liften op den første time, og så ellers ned ad den røde piste.

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            • StockBullS Offline
              StockBullS Offline
              StockBull
              wrote on sidst redigeret af
              #30

              Ja det hele er lidt presset. M.t.h Genmab p.t og kan selvfølgelig også være andre aktier så er det altid sådan at der er masser af insiders som ved mere end os almindelige. Der er store investors som ved mere og som har networks, de kan købe info og de kan holde kursen som det passer dem og derved have en fordel overfor os almindelige. Tror bare man skal have is i maven det næste års tid

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              • StockBullS Offline
                StockBullS Offline
                StockBull
                wrote on sidst redigeret af
                #31

                Tror også det er derfor Jan kommer med disse små indikationer om 2-3 dopling af kursen som support for de almindlige investors

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                • StockBullS Offline
                  StockBullS Offline
                  StockBull
                  wrote on sidst redigeret af
                  #32

                  ind til vidre har han jo haft ret

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                  • V Offline
                    V Offline
                    Vitus
                    wrote on sidst redigeret af
                    #33

                    Det vil ikke undre, hvis du også får ret StockBull....det har du jo før haft 🙂

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                    • V Offline
                      V Offline
                      Vitus
                      wrote on sidst redigeret af
                      #34

                      Det minder mig lidt om en bankgaranti.....

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                      • E Offline
                        E Offline
                        E_L
                        wrote on sidst redigeret af
                        #35

                        Revlimid revenue Q1 $2.944bn, still amazing, but losing steam (last year Q4 was 3.280, Q1 2.915)

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                        • E Offline
                          E Offline
                          E_L
                          wrote on sidst redigeret af
                          #36

                          Committee for Orphan Medicinal Products (COMP)
                          Minutes for the meeting on 16-18 March 2021 -interesting to read the reasons for declining orphan status for amivantamab last march https://www.ema.europa.eu/en/documents/other/committee-orphan-medicinal-products-comp-meetings-2019-2020-2021_en.pdf

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                          • S Offline
                            S Offline
                            Sukkeralf
                            wrote on sidst redigeret af
                            #37

                            Wrong link?

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                            • S Offline
                              S Offline
                              Sukkeralf
                              wrote on sidst redigeret af
                              #38

                              Pfizer hits the brakes on their pivotal trial for a BCMA/CD3 bispecific on safety concerns, reports an FDA roadblock is holding up Duchenne MD PhIII

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                              • S Offline
                                S Offline
                                Sukkeralf
                                wrote on sidst redigeret af
                                #39

                                https://endpts.com/pfizer-hits-the-brakes-on-their-pivotal-trial-for-a-bcma-cd3-bispecific-after-a-string-of-peripheral-neuropathy-cases/

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                                • E Offline
                                  E Offline
                                  E_L
                                  wrote on sidst redigeret af
                                  #40

                                  correct link https://www.ema.europa.eu/en/documents/minutes/minutes-comp-meeting-16-18-march-2021_en.pdf

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                                  • E Offline
                                    E Offline
                                    E_L
                                    wrote on sidst redigeret af
                                    #41

                                    good to know that at least 1 person tries to read
                                    it 😉

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                                    • JørgenVarnæsJ Offline
                                      JørgenVarnæsJ Offline
                                      JørgenVarnæs
                                      wrote on sidst redigeret af
                                      #42

                                      Thanks EL - seems this is the pertinent part: The variable nature of the EGFR mutations in the proposed condition and the overlap with other oncological conditions with EGFR alterations could not be clarified by the sponsor thus raising doubts about the distinctiveness of the proposed condition. There are no international classifications that define the proposed condition as unique.

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                                      • JørgenVarnæsJ Offline
                                        JørgenVarnæsJ Offline
                                        JørgenVarnæs
                                        wrote on sidst redigeret af
                                        #43

                                        It’s the EGFR “subset” of nscl that cannot be considered well-defined

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                                        • E Offline
                                          E Offline
                                          E_L
                                          wrote on sidst redigeret af
                                          #44

                                          yes, i would say it is a fair argument by EMA, we'll see if JNJ will appeal, but it is good that it is clarified, ie. the reason is not effectiveness or something like that, on the contrary, EMA seemed rather positive about the drug

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