Genmab — Maj 2020

Plimsoller

Super. Tak.

Solsen

Det vær tæt på ny ATH til morgen. Mon vi når en ny ATH i dag - Hvem ville have troet det for nogle uger siden

Sukkeralf

Lad os håbe Jan ikke trækker i land omkring guidance og epcoritamab deal i aften, så skulle der være en chance for ATH i morgen, hvis det generelle marked ellers opfører sig pænt.

E_L

i am a bit cautious, these are difficult times for negotiations. i think it is realistic to be prepared for some delay tbh

E_L

i am wondering where we would be trading now if Covid never happened
...

Bulder

Lower. Covid has made people shift to medico/biotec.

Bulder

look at sgen

E_L

sgen had some succes. we were trading here before the outbreak and had a good news-quarter; think we would be trading higher

E_L

agree that bio might not have outperformed as much without covid though

E_L

but then the rest of the market would be higher as well

E_L

will biotech keep outperforming if/when covid disappears...? bio had been underperforming for a while..

Sukkeralf

E L - but based on Jans positivity towards a epcoritamab deal they must have been close to signing so I would not buy a longer delay

E_L

all i can say is that i hope that you are right

E_L

we'll know soon anyway

Sukkeralf

What about the CD3/5T4 BsAb IND - that should come in H1

Sukkeralf

I hope we will not see a number of Corona excuses but hard to believe that they are not impacted at all

E_L

The combination of venetoclax, daratumumab and dexamethasone for the treatment of refractory primary plasma cell leukemia https://onlinelibrary.wiley.com/doi/full/10.1002/ajh.25676

E_L

Horizon Therapeutics TEPEZZA (teprotumumab-trbw) First-Quarter 2020 Net Sales of $23.5 Million Driven by
Strong Demand and Launch Execution, Significantly Exceeding Expectations;
Increasing Full-Year 2020 Guidance to Greater Than $200 Million from $30 Million to $40 Million

E_L

that is an amazing launch

E_L

also interesting for Dara SC and Ofa to see that a launch can still be successful even now