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Biotech / Medical : HuMAB companies

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To: tnsaf who wrote (956)	2/1/2010 7:08:41 PM
From: A.J. Mullen	Read Replies (1) of 1022

I became interested in Genmab given its pronounced sell-off. I put it into my charity portfolio and have been thinking about buying it for real. Merril Lynch haven't changed their neutral stance on Genmab with the European approval. They see the stock as fairly valued. Today I listened to their Nov 5th conference call in which they announced they were closing their maunafcturing facility: event.on24.com The analysts gave managment a hard time for buying the facility in the first place. Are European analysts harder-nosed than Americans? Drakeman's explanation seemed reasonable to me - their need for manufacture was reduced and the availability of manufacturers had increased. At the end of the conference call Drakeman was asked whether PML with Tysabri had affected their thinking on Humabs in general. Dr Drakeman said that their product for RA was not for frontline use. That seemed an odd response to me. I don't think I'll be buying afterall. Unless someone here can convince me otherwise. Ashley

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