sheriff Grover schreef op 13 maart 2013 14:39:
Stap voor stap gaat het er beter uitzien ....
Nordea heel positief rapport uitgebracht met een koersdoel van DKR 148 ,
conclusie Nordea:
At our target price of DKK 146 per share, Genmab moves up to around
Immunogen's level in tech value, but is still 25% below Algeta and Isis and
40% below Thrombogenics and Swedish Orphan Biovitrum.
www.algeta.com/www.thrombogenics.com/www.isip.com/Pipeline/Therapeutic-Are...www.sobi.com/ We have chosen quite a broad biopharma and biotech peer group that
illustrates the major value gap between Genmab and some of highest
valued peers, such as Pharmacyclics, Onyx, Medivation and Algeta. The
tech value gap between Genmab and some of these loss-making
biopharma peers is five to tenfold, which is food for thought. To look
specifically at one company, Pharmacyclics in the US has a tech value of
around USD 6bn, ie ten times that of Genmab. Pharmacyclics has one
project in phase III, two in phase II and one in phase I and partnerships
with Janssen and Servier. We acknowledge that Pharmacyclics' lead
programme, Ibrutinib, has been characterised as a breakthrough compound
by the FDA and it could very well be the "next big thing" within
lymphomas, but this is still a very large value gap to Genmab.
Furthermore, Genmab's Daratumumab could very well be the "next big
thing" in multiple myeloma and it cannot be ruled out that it could be
selected as breakthrough therapy too.
En hier een stuk over Genmab duobody in een toonaangevend amerikaans tijdschrift pnas :
www.pnas.org/content/early/2013/03/08...Sheriff Grover