Van beleggers
voor beleggers
Uitgebreid zoeken

Beurscodes, betekenis en hulp bij zoeken

Europa

AEX
Euronext Amsterdam
BRU
Euronext Brussels
PSE
Euronext Paris
LIS
Euronext Lissabon
CHX
CBOE Europe, grote(re) EU aandelen
NAV
Investment Funds (NAV)

Noord-Amerika

NYS
New York Stock Exchange
OTC
CBOE BZX Exchange (US)
TSE
Toronto Stock Exchange

Kunt u een instrument niet vinden?

Zoek dan via de zogenaamde ISIN code. Elk instrument, aandeel etc. heeft een unieke code.

Kies vervolgens - wanneer er meerdere resultaten zijn - de notering op de beurs van uw keuze.

Waar vind ik die ISIN code?

Google de naam van het instrument, aandeel etc. met de toevoeging 'ISIN'.

Als zoeken op ISIN code geen resultaten oplevert hebben wij het instrument of aandeel niet in onze koersendatabase.

desktop iconMarkt Monitor
Home  /  Forum  /  BioPharma  /  Genmab, de Deense parel

Ontvang nu dagelijks onze kooptips!

word abonnee

BioPharma« Terug naar discussie overzicht

Genmab, de Deense parel

3.463 Posts
Pagina: «« 1 2 3 4 5 6 ... 174 »» | Laatste | Omlaag ↓
  3. [verwijderd] 25 mei 2009 13:14
    OFATUMUMAB AND R1507 DATA TO BE PRESENTED AT ASCO

    Copenhagen, Denmark; May 11, 2009 – Genmab A/S (OMX: GEN) announced today that data from the ofatumumab and R1507 development programs will be presented at the 2009 American Society of Clinical Oncology (ASCO) Annual Meeting, which will be held May 29-June 2 in Orlando, Florida.


    Ofatumumab – Poster session, May 30 from 8AM to 12PM EDT

    Abstract # 7044 Ofatumumab, a novel CD20 mAb, is active regardless of prior rituximab exposure in patients with fludarabine- and alemtuzumab-refractory or bulky fludarabine-refractory chronic lymphocytic leukemia (CLL).


    Ofatumumab – Poster session, May 30 from 8AM to 12PM EDT

    Abstract # 7043 Clinical improvement with a novel CD20 mAb, ofatumumab, in fludarabine-refractory chronic lymphocytic leukemia (CLL) also refractory to alemtuzumab or with bulky lymphadenopathy.


    R1507 – Oral presentation, June 1 at 3PM EDT

    Abstract # 10503 A SARC global collaborative Phase II trial of R1507, a recombinant human monoclonal antibody to the insulin-like growth factor-1 receptor (IGF1R) in patients with recurrent or refractory sarcomas.


    R1507 – Poster session, May 30, 2PM to 6PM EDT

    Abstract # 8095 Expression levels of total IGF-1R and sensitivity of NSCLC cells in vitro to an anti-IGF-1R antibody (R1507)


    The full abstracts will be available at www.asco.org on May 14, 2009.


    About ofatumumab

    Ofatumumab is a novel, investigational, fully human monoclonal antibody that targets a membrane-proximal (close to the cell surface) small loop epitope (a portion of a molecule to which an antibody binds) on the CD20 molecule of B-cells. This epitope is different from the binding sites targeted by other CD20 antibodies currently available. The CD20 molecule is a key target in CLL therapy because it is expressed on most B-cells in CLL patients.


    Ofatumumab is being developed under a co-development and commercialization agreement between Genmab and GlaxoSmithKline. It is not yet approved in any country.


    About R1507

    R1507 is a fully human antibody created by Genmab under our collaboration wit Roche. This antibody targets the Insulin-like Growth Factor-1 Receptor (IGF-1R) which has been shown to be important in tumor growth and protecting tumor cells from being killed. IGF-1R is over-expressed on a variety of tumors including breast, colon, prostate, lung, skin and pancreatic cancers and is a well validated target for an antibody therapeutic approach.
  5. [verwijderd] 24 juli 2009 18:50
    RECRUITMENT COMPLETED IN ARZERRA™ (OFATUMUMAB) PHASE II STUDY IN RELAPSED DLBCL

    Copenhagen, Denmark; July 24, 2009 – Genmab A/S (OMX: GEN) announced today it has completed recruitment of 75 patients in the Phase II study of Arzerra(TM) (ofatumumab) to evaluate treatment of relapsed Diffuse Large B-Cell Lymphoma (DLBCL) in patients ineligible for or relapsed following a stem cell transplant.

    About the study

    In this open label trial, each patient will receive 8 weekly infusions of ofatumumab. The first infusion will be 300 mg and the 7 subsequent infusions will be 1000 mg of ofatumumab. Disease status will be assessed 4 weeks after the last infusion and then every 3 months for a total of up to 24 months after treatment start. After 24 months, patients will be followed until initiation of alternative DLBCL treatment or month 60.

    The objective of the study is to determine the efficacy of ofatumumab in patients with relapsed DLBCL ineligible for transplant or relapsed after transplant. The primary endpoint of the study is objective response over a 6 month period from start of treatment.

    www.genmab.com/PressCentre/RecentNews...
  7. flosz 29 juli 2009 22:31
    GLAXOSMITHKLINE AND GENMAB ANNOUNCE TOP-LINE RESULTS FOR OFATUMUMAB IN RHEUMATOID ARTHRITIS
    London, UK and Copenhagen, Denmark; July 29, 2009 - GlaxoSmithKline (GSK) and Genmab A/S (OMX: GEN) announced today preliminary top-line results from a Phase III study of ofatumumab administered intravenously for the treatment of rheumatoid arthritis (RA) in patients who had an inadequate response to methotrexate. The study met the primary endpoint, ACR20 at 24 weeks, which indicates a 20 percent or greater improvement in the number of swollen and tender joints, as well as improvements in other disease-activity measures.

    In the study, 260 patients were treated and included in the analysis. At week 24, the ACR20 response rate was significantly greater for RA patients on ofatumumab (n=129) than on placebo (n=131) with a 50 percent response rate in the patients receiving ofatumumab, compared to 27 percent for patients on placebo (p-value less than 0.001). All key secondary endpoints were significant (p-value less than or equal to 0.001).

    There were no unexpected safety findings. The most common adverse events in the ofatumumab treated patients (greater than 5 percent) were rash, urticaria, nasopharyngitis, pruritus, throat irritation and hypersensitivity. Other than nasopharyngitis, these events generally occurred within 24 hours of the first infusion. One death, judged by the investigator as unrelated to ofatumumab, was reported in the study during the 24-week study period.

    "We have always believed in ofatumumab's potential to make a difference in patients' lives. We are pleased with the results of this study, supporting the further investigation of this antibody's promise in the treatment of RA," said Lisa N. Drakeman, Ph.D., Chief Executive Officer of Genmab.

    "RA can be a highly debilitating disease. It is encouraging to see the reduction in disease symptoms achieved with intravenous ofatumumab, and we look forward to presenting the full study results," said Carlo Russo, M.D., Senior Vice President, Biopharm Development, GSK.
    tinyurl.com/kk6gk3
  8. [verwijderd] 10 oktober 2009 11:06
    In oktober beslissing approval Arzerra door FDA.

    Vooruitlopend hierop:08-10-2009 - 16:49
    Declaratory Judgment Action Filed by GSK
    Summary: GSK has today filed a declaratory judgment action seeking a declaration
    that the US Patent 6,331,415 (the “Cabilly” patent) is invalid, unenforceable
    and not infringed by Arzerra.
    www.euroinvestor.dk/Stock/ShowStockIn...

    En grants op misschien wel de bodem uitgegeven aan personeel:
    08-10-2009 - 20:42Grant of Warrants to Employees in Genmab A/S
    Summary: Genmab A/S' board of directors grants 200,750 warrants to employees of
    the company as well as the company's subsidiaries.
    www.euroinvestor.co.uk/news/story.asp...

  10. [verwijderd] 14 oktober 2009 09:24
    Genmab 143,75 2,00 1,41% 09:08:13 14-10

    13-10-2009 - 15:06Major Shareholder Announcement
    Summary: Major shareholder announcement for Genmab A/S.

    Copenhagen, Denmark; October 13, 2009 - Genmab A/S (OMX: GEN) announces under
    reference to Section 29 of the Danish Securities Trading Act that Hendrikus
    Hubertus Franciscus Stienstra has informed us that Mercurius
    Beleggingsmaatschappij B.V.'s ownership in Genmab A/S as of October 9, 2009
    consists of 1,575,327 shares, which is 3.51% of the total shares in the Company.
    Mercurius Beleggingsmaatschappij B.V. is fully owned by the foundation Stichting
    Administratiekantoor Aandelen Stienstra which is controlled by Hendrikus
    Hubertus Franciscus Stienstra.

    Hendrikus Hubertus Franciscus Stienstra has furthermore informed us that he
    personally holds 890,000 shares in Genmab A/S, which is 1.98% of the total
    shares in the Company. In aggregate, Hendrikus Hubertus Franciscus Stienstra may
    through his indirect control in Mercurius Beleggingsmaatschappij B.V. and his
    personal holding exercise voting rights for 5.49% of the shares in the Company.
    www.euroinvestor.dk/Stock/ShowStockIn...
  11. [verwijderd] 23 oktober 2009 12:33
    Headline Event - Genmab awaiting crucial approval news on Arzerra

    Source EP Vantage
    Company Genmab, GlaxoSmithKline, Roche
    Date October 22, 2009

    FDA approval for Genmab and GlaxoSmithKline’s Arzerra (ofatumumab) is expected by the end of next week in refractory chronic lymphocytic leukaemia (CLL); confidence in this outcome is based on the unmet medical need in this patient population, encouraging pivotal results and, most importantly, the backing of an advisory committee in June (Genmab edges closer to landmark approval, June 1, 2009).
    Although Glaxo will of course be hoping for a green light, gaining approval is particularly important for the Danish antibody specialist, because Arzerra would be the first of its compounds to reach the market. Results from trials of the drug in bigger indications have not been as positive as hoped and some analysts have real concerns over the near-term commercial potential of the drug and Genmab’s cash position; therefore FDA endorsement would deliver some well needed reassurance for investors.


    www.evaluatepharma.com/Universal/View...
  12. [verwijderd] 27 oktober 2009 00:25
    Van de FDA site: FDAThe U.S. Food and Drug Administration today approved Arzerra (ofatumumab) for patients with chronic lymphocytic leukemia (CLL), a slowly progressing cancer of the blood and bone marrow.

    Arzerra is approved for patients with CLL whose cancer is no longer being controlled by other forms of chemotherapy.

    CLL primarily affects people older than 50 and arises from a group of white blood cells known as B-cells that are part of the body’s immune system. Each year, about 16,000 people are diagnosed with CLL and about 4,400 people die from the disease.

    Arzerra is a monoclonal antibody, a type of biotechnology product. Antibodies that occur in nature are produced by the immune system in response to invaders. Arzerra binds to a specific protein found on the surface of both normal and malignant B cells, making the cells more susceptible to immune system attack.

    The product was approved under the FDA’s accelerated approval process, which allows earlier approval of drugs that meet unmet medical needs. Products may receive accelerated approval based on a surrogate endpoint, such as a reduction in the size of the tumor or decrease in the number of cancerous white cells or in an enlarged spleen or lymph nodes. These indirect measures for clinical outcomes are considered reasonably likely to predict that the drug will allow patients to live longer or with fewer side effects of a disease.

    “The approval of Arzerra illustrates FDA's commitment to using the accelerated approval process to approve drugs for patients who have limited therapeutic options,” said Richard Pazdur, M.D., director of the Office of Oncology Drug Products in the FDA's Center for Drug Evaluation and Research.

    The accelerated approval process requires further study of the drug. The manufacturer is currently conducting a clinical trial in CLL patients to confirm that the addition of Arzerra to standard chemotherapy delays the progression of the disease.

    Arzerra's effectiveness was evaluated in 59 patients with CLL whose disease no longer responded to the available therapies.

    The product’s safety was evaluated in 181 patients in two studies in patients with cancer. Common side effects included a decrease in normal white blood cells, pneumonia, fever, cough, diarrhea, lower red blood cell counts, fatigue, shortness of breath, rash, nausea, bronchitis and upper respiratory tract infections.

    The most serious side effects of Arzerra are increased chance of infections, including progressive multifocal leukoencephalopathy (PML), a brain infection that is generally fatal. Patients at high risk for Hepatitis B should be screened before being treated with Arzerra. Patients with evidence of inactive hepatitis should be monitored for re-activation of the infection during and after completing treatment.

    Arzerra is manufactured by London-based GlaxoSmithKline.
  13. [verwijderd] 28 oktober 2009 18:08
    De koersreactie op dit mooie bericht is wel erg matig te noemen. De twijfels over Arzerra nemen nu substantieel af, al moet het definitieve bewijs over de effectiviteit en veiligheid uiteraard nog geleverd worden. Ben benieuwd of Marcel Wijma nog met een evaluatie komt na het laatste nieuwsbericht.

    Maar na de forse daling van het afgelopen jaar, is dit aandeel nu wel erg goedkoop in het licht van de potentie die in de (in sommige gevallen behoorlijk gevorderde) pijplijn zit. Mogelijk heeft het te maken met de nog steeds negatieve trend van de koers en de omkeer van het beurssentiment. Voor de LT liggen er in Genmab naar mijn inschatting prachtige kansen. Beleg zelf via de DAX in dit aandeel.
  15. [verwijderd] 5 november 2009 19:36
    Vandaag twee onderling samenhangende persberichten van Genmab n.a.v. hun besluit om flink te reorganiseren. De koers dook meteen diep in het rood. Hoewel die geleidelijk aan herstelde, was de impact toch fors, bijna 10%. En dat bovenop de koersval die nog niet zo lang geleden werd geincasseerd.

    Als ik er zo naar kijk, vind ik de koersreactie behoorlijk overdreven en mogelijk zelfs onnodig. De kern van de boodschap in financieel opzicht is immers dat er een eenmalige reorganisatielast ontstaat, dat daar forse structurele toekomstige besparingen tegenover staan, dat de balans ultimo 2009 niet noemenswaard wordt aangetast en dat het genormaliseerde bedrijfsresultaat niet wezenlijk verandert t.o.v. wat we al wisten. Inhoudelijk wordt bovendien gesteld dat er geen nadelig effect is op de ontwikkeling van medicijnen en dat er bemoedigende ontwikkelingen zijn.

    "The company does not intend to discontinue any of its ongoing development programs as a result of this reorganization and looks forward to data from the zalutumumab pivotal study in head and neck cancer, now expected in 2010, as overall patient survival is longer than anticipated."

    Het koersbeeld over de laatste drie jaar is een drama, laat dat duidelijk zijn. Dat is ontmoedigend voor beleggers. De koers gaat als een kurkentrekker naar beneden, terwijl de beurzen een fors herstel laten zien.

    Een ommekeer zie ik voorlopig niet, maar je weet maar nooit. Ik blijf er in zitten en heb vandaag wat bijgekocht. Op termijn heeft Genmab naar mijn overtuiging veel potentieel. De pijplijn is goed ontwikkeld en de kaspositie is sterk.
  16. [verwijderd] 6 november 2009 11:00
    By John Acher

    COPENHAGEN, Nov 5 (Reuters) - Danish biopharma company Genmab (GEN.CO) said it would post a deeper than expected full-year loss due to its plan to sell its U.S. manufacturing plant and cut about 300 jobs across its business.

    Genmab said it expected a full-year 2009 operating loss of 1.16 billion Danish crowns ($231 million) instead of an earlier indicated loss of 650 million.

    It lowered year revenue guidance to about 640 million crowns from a previous estimate of 750 million.

    It was the second downgrade of 2009 guidance in less than three months. The planned sale of its Brooklyn Park, Minnesota plant marked a reversal of a less than two-year-old strategy to secure its own manufacturing capacity.

    Genmab shares closed down 9.3 percent at 117 crowns, up from an earlier four-year low of 106 crowns.

    Genmab said it did not intend to discontinue any current development programmes and would continue to focus on creating antibodies with the potential to treat cancer.

    "We believe that cost pressures on our industry will be permanent," chief executive Lisa Drakeman said.

    Genmab's workload has been reduced as partners take a bigger role, and its next clinical projects would be small, early-stage projects so the company needed to match its headcount to the expected workload, she said.

    Genmab bought the Brooklyn Park antibody production plant in early 2008 from PDL BioPharma (PDLI.O) for $240 million cash at a time when it found manufacturing capacity scarce.

    "Conditions have changed dramatically since that facility purchase was investigated," Drakeman said, adding the company could now access sufficient capacity at its contract manufacturer Lonza (LONN.VX).

    Going forward Genmab will not need such a substantial plant to produce zalutumumab, an antibody in clinical development for treatment of head and neck cancer, she said.

    The plant will operate on a maintenance-only mode with a small staff, until a sale is agreed, Genmab said.
    Genmab said the fair value of the Brooklyn Park plant, less the cost of selling it, was about $145 million and it would recognise a non-cash impairment charge of about $83 million in the fourth quarter related to the sale.

    Chief financial officer David Eatwell said Genmab had been advised by independent experts on the value of the plant but said of the expected sale price: "Of course it is an estimate".

    It estimated cash costs of the 300 job cuts at 105 million crowns, of which 38 million will be taken in 2009 and 67 million in 2010. The reorganisation was expected to yield annual savings of about 300 million Danish crowns ($60 million).

    Genmab said it expected its 2009 operating expenses to be about 1.3 billion crowns instead of the 1.4 billion foreseen before the reorganisation. (Reporting by Copenhagen newsroom; Editing by Simon Jessop and Dan Lalor) ($1 = 5.011 Danish crowna)
  17. [verwijderd] 7 november 2009 13:15
    Genmab ruziet met Glaxo
    28 oktober 2009, 8:00 uur | FD.nl
    Door: Henk Engelenburg
    Biotechbedrijf hunkert naar harde verkoopcijfers na 'deprimerende' koersdalingen

    Biotechbedrijf Genmab uit Utrecht, dat dinsdag goedkeuring kreeg voor Arzerra, een medicijn tegen chronische lymfatische leukemie, heeft een conflict met GlaxoSmithKline (GSK) over een tussentijdse betaling van $ 80 mln.

    Het Britse farmaconcern heeft Genmab twee jaar geleden in totaal circa euro 2 mrd toegezegd voor de ontwikkeling van Arzerra in ruil voor verkooprechten en een belang in het bedrijf.

    Mijlpaalbetalingen

    GSK heeft intussen voor euro 700 mln aan 'mijlpaalbetalingen' gedaan, maar weigerde in augustus een betaling van $ 80 mln. Dit was vanwege de resultaten van een klinisch onderzoek van de werking van Arzerra bij patiënten met non-hodgkin-lymfeklierkanker.

    Tien procent van deze patiënten reageerde positief. Jan van de Winkel, oprichter en wetenschappelijk directeur, noemt dat 'goed' omdat het ging om 'dood- en doodzieke patiënten die op geen enkele therapie positief reageerden'. Maar GSK vond 10% negatief en weigerde de tussentijdse betaling. Van de Winkel is naar eigen zeggen nog steeds in onderhandeling met GSK over de betaling, waarbij hij het woord rechtsgang nog net niet gebruikt.

    Teleurstelling bij Genmab

    Van de Winkel is teleurgesteld over de gang van zaken omdat de weigering van GSK voor analisten in augustus het sein was om de koers in Kopenhagen, waar Genmab noteert, omlaag te sturen, wat ongeveer een halvering betekende met begin dit jaar. De koers herstelde sindsdien nauwelijks. Zelfs op het nieuws van de medicijntoezichthouder FDA gisteren volgde een koersstijging van 4,01%.

    Van de Winkel noemt de koersontwikkeling van de afgelopen maanden 'verontrustend en deprimerend en in geen verhouding tot de bedrijfswaarde'.

    Niet uitzonderlijk: een koersdip

    'Maar het is niet uitzonderlijk. Ook andere biotechbedrijven hadden voor hun eerste marktintroductie een koersdip. Gelukkig kunnen we straks harde verkoopcijfers tonen in plaats van mooie verhalen over onze medicijnen. Aan dat geduld komt bij beleggers blijkbaar een eind.'

    Marcel Wijma, analist bij Van Leeuwenhoek Research, vermoedt dat beleggers ook eerst willen zien of Arzerra het wel kan opnemen tegen Rituxan, een middel van het Amerikaanse Genentech dat goed is voor een jaarlijkse omzet van $ 5,5 mrd.

    Van de Winkel is vol optimisme. 'We gaan snel de markt op. Van patiënten die op niets meer reageren, reageert 42% positief op Arzerra. Dus dan zal het zeker een succes zijn bij minder zieke mensen.'

    Off-label afzet

    Van de Winkel geeft hiermee aan te verwachten dat oncologen het middel ook zullen gaan inzetten voor andere vormen van kanker dan waarvoor het is bedoeld.

    Exclusief deze 'off label'-afzet verwachten analisten dat Arzerra in 2010 een omzetpotentie heeft van euro 65 mln tot euro 300 mln, groeiend tot euro 1,6 mrd in 2012.

    Notering in Amsterdam, opgaan in een farmaconcern of doorgaan met allianties met Big Farma, de keuze voor de toekomst is aan Genmab, benadrukt Van de Winkel. Hij verwacht binnen afzienbare tijd nóg een middel naar de markt te kunnen brengen. Het bedrijf uit Utrecht brengt hiervoor Zalutumumab in stelling, een medicijn tegen kanker in hoofd, hals, longen en darmen. Waar Arzerra het moet opnemen tegen Rituxan van Genentech, moet Zalutumumab een kaskraker van Eli Lilly overtroeven.

    Van de Winkel stelt dat Genmab voor de verdere ontwikkeling van Zalutumumab onderhandelt met verscheidene farmabedrijven die zich aan dit middel willen verbinden. 'We verwachten binnenkort bekend te maken wie dat zal zijn. Ja, dat zou ook GSK kunnen zijn.'
  18. [verwijderd] 9 november 2009 18:39
    GENMAB ANNOUNCES START OF OFATUMUMAB PHASE III HEAD TO HEAD STUDY IN DLBCL
    Copenhagen, Denmark; November 9, 2009 – Genmab A/S (OMX: GEN) announced today the initiation of a Phase III study of Arzerra™ ofatumumab plus chemotherapy versus rituximab plus chemotherapy to treat patients with relapsed or refractory diffuse large B-cell lymphoma (DLBCL).

    “The start of this study marks an important milestone in the development of ofatumumab. It is the first head to head study of ofatumumab against another CD20 antibody,” said Lisa N. Drakeman, Ph.D., Chief Executive Officer of Genmab.

    The study will include 380 patients who are refractory to or have relapsed following first line treatment with rituximab in combination with a chemotherapy regimen containing anthracycline and are eligible for autologous stem cell transplant (ASCT). Patients in the study will be randomized to receive three cycles of either ofatumumab or rituximab in addition to chemotherapy. After the third treatment cycle patients who obtain a complete or partial response will receive high dose chemotherapy followed by ASCT. The primary endpoint of the study is progression free survival.

    About ofatumumab
    Ofatumumab is an investigational, fully human monoclonal antibody that binds specifically to the small and large extracellular loops of the CD20 molecule proximal to the cell membrane. The CD20 molecule is a key target in B-cell malignancy therapy because it is expressed on most B-cells.

    Ofatumumab is being developed under a co-development and commercialization agreement between Genmab and GlaxoSmithKline. Ofatumumab is not yet approved in any country for DLBCL.
  19. [verwijderd] 13 november 2009 20:03

    NORDIC BUSINESS REPORT-10 November 2009-CS slashes Genmab rating to "underperform"(

    10 November 2009 - Credit Suisse reduced the recommendation on Danish biotech company Genmab A/S (CPH: GEN) to "underperform" from "neutral" citing lowered estimates for the peak sales of the company's leading drug candidate Arzerra.

    The broker slashed the share price target to DKK57 from DKK152.

    The reduced sales estimates are due to poor trial data from cancer drug Arzerra (ofatumumab) and a delayed milestone payment from development partner GlaxoSmithKline (LON: GSK), which caused Genmab to downgrade its turnover guidance for 2009.

    According to Credit Suisse, Arzerra will have a tough time in order to become more than a third-row niche product within chronic lymphocytic leukaemia (LCC) indications. The hopes for Arzerra are considered vanished after the disappointing data from the trial in non-Hodgkin lymphoma (NHL) and the broker no longer expects significant off-label sales for the product.

    Credit Suisse downgraded the estimate for the drug's sales in 2015 to USD435m from USD1bn.

    The stock in Genmab had plunged 10.92% to DKK102 by 14:52 CET on Tuesday on the OMX Nordic Exchange in Copenhagen.

    (EUR1 = DKK7.4; EUR1 = USD1.5)

    Zou hier de verklaring liggen voor de koersimplosie van de laatste dagen? De vraag is nu of de conclusies die Credit Suisse trekt wel juist zijn. Ik heb een flink verlies moeten incasseren, maar nu nog uitstappen, lijkt mij niet zinvol meer.
  20. [verwijderd] 13 november 2009 20:14
    NORDIC BUSINESS REPORT-10 November 2009-CS slashes Genmab rating to "underperform"(C)1994-2009 M2 COMMUNICATIONS www.m2.com

    10 November 2009 - Credit Suisse reduced the recommendation on Danish biotech company Genmab A/S (CPH: GEN) to "underperform" from "neutral" citing lowered estimates for the peak sales of the company's leading drug candidate Arzerra.

    The broker slashed the share price target to DKK57 from DKK152.

    The reduced sales estimates are due to poor trial data from cancer drug Arzerra (ofatumumab) and a delayed milestone payment from development partner GlaxoSmithKline (LON: GSK), which caused Genmab to downgrade its turnover guidance for 2009.

    According to Credit Suisse, Arzerra will have a tough time in order to become more than a third-row niche product within chronic lymphocytic leukaemia (LCC) indications. The hopes for Arzerra are considered vanished after the disappointing data from the trial in non-Hodgkin lymphoma (NHL) and the broker no longer expects significant off-label sales for the product.

    Credit Suisse downgraded the estimate for the drug's sales in 2015 to USD435m from USD1bn.

    The stock in Genmab had plunged 10.92% to DKK102 by 14:52 CET on Tuesday on the OMX Nordic Exchange in Copenhagen.

    (EUR1 = DKK7.4; EUR1 = USD1.5)

    UPDATE 2-Genmab cuts 2009 outlook as drug trial disappoints
    Monday, 17 Aug 2009 06:41pm EDT
    UPDATE 1-NORDIC STOCKS - Factors to watch on Aug 12
    Wednesday, 12 Aug 2009 03:05am EDT
    Genmab says Arzerra leukaemia test result positive
    Wednesday, 12 Aug 2009 02:33am EDT
    UPDATE 2-Glaxo gets shot in arm from new H1N1 vaccine orders
    Tuesday, 4 Aug 2009 01:19pm EDT
    UPDATE 1-Glaxo, Genmab drug meets goal in arthritis study
    Wednesday, 29 Jul 2009 05:18pm EDT Market News
    Stocks climbs on retailers' view, Disney results | Video
    Oil steady near $77 on weak demand and dollar
    Gold firms 1 percent as dollar falls, nears peak
    More Business & Investing News... Featured Broker sponsored link
    Genmab said it now projected a full-year operating loss of about 650 million Danish crowns ($123 million) instead of a 400 million loss forecast earlier because of the exclusion of payments from Glaxo based on Arzerra's progress in NHL.

    Genmab and Glaxo have been hoping to position Arzerra as a rival to Roche (ROG.VX) and Biogen Idec's (BIIB.O) blockbuster treatment Rituxan in the treatment of blood cancers.

    Savvas Neophytou of Panmure Gordon said he still expected the drug to achieve total oncology revenues of 500 million pounds ($820 million) by 2012.

    Both Arzerra and Rixtuxan belong to a class of medicines known as anti-CD20 antibodies.

    Arzerra is also being developed for rheumatoid arthritis.

    Het bovenste bericht kan de koersimplosie van de laatste dagen verklaren. Het laatste bericht is al wat ouder, maar sindsdien is er m.i. niet echt wat verandert. De vraag is natuurlijk of de aannames van de beoordelaars kloppen, maardat is voor een leek als ik koffiedik kijken. Ik leed een fors verlies op dit aandeel, maar nu nog verkopen lijkt me niet zinvol. Ben benieuwd of Marcel Wijma hier zijn licht nog over laat schijnen.

3.463 Posts
Pagina: «« 1 2 3 4 5 6 ... 174 »» | Laatste |Omhoog ↑

Meedoen aan de discussie?

Word nu gratis lid of log in met je emailadres en wachtwoord.

Direct naar Forum

Indices

AEX 864,55 -0,09%
EUR/USD 1,0650 -0,20%
FTSE 100 7.860,40 +0,16%
Germany40^ 17.747,50 -0,13%
Gold spot 2.381,01 +0,85%
NY-Nasdaq Composite 15.683,37 -1,15%

Stijgers

VIVORY...
+8,30%
JUST E...
+5,22%
Air Fr...
+3,88%
Alfen ...
+3,08%
Vastned
+1,83%

Dalers

Pharming
-8,75%
PostNL
-5,84%
ASMI
-5,21%
Avantium
-4,07%
BESI
-2,42%

Lees verder op het IEX netwerk Let op: Artikelen linken naar andere sites

Gesponsorde links

Meld u aan voor de dagelijkse Beursupdate

Dagelijks een update van het laatste beursnieuws en beleggingskansen in uw mailbox!