Genmab — Juni 2020

[GeorgeBest]

OK thanks, the one we discussed this morning...

[E_L]

yes, it also mentions -
Baird’s [analyst] Madhu Kumar remains a big TIL fan, but he sees some room for both of these drugs in turn.

[E_L]

SVB Leerink’s Andrew Berens, meanwhile, wants to see how a combo with Keytruda could work out.

[E_L]

Importantly, we think TV could be combined with Keytruda as a key strategy going forward, which would expand Keytruda’s therapeutic reach beyond its currently approved label for PD-L1+ cervical cancer patients.

[Bulder]

Yes, that's the real interesting thing. They have combos with pembro both in 1. and 2. line in InnovaTV205. We'll know more next spring. The important thing about the news yesterday is that we got confirmed the efficacy of TV mono.

[Bulder]

Just like Sirius with dara mono way back was important. But today we only talk about the combos in MM.

[BioShare]

Nåh der var da lidt appetit på Genmab i lukkeauktionen....slut kurs 2.220 og næste 90K omsat....lidt skuffende dag uanset...men fin luk

[E_L]

nice. quarter end rebalancing done. Let's see what Q3 can bring tomorrow. Hopefully lots of new money

[E_L]

2222 would have been nicer really

[GeorgeBest]

What du we have of possible
Q3 triggers? JNJ Q2 earnings 16th July, Genmab Q2 earnings 12th August and ofatumumab approval in September. Any other triggers for Q3?

[Bulder]

Agree, looking forward to 5555

[E_L]

[E_L]

i have a bit of hope for data for GEN1046 / DuoBody-PD-L1x4-1BB

[E_L]

ESMO is at the end of September, who kows, mabye a data update on one of the Duobodies

[Bulder]

Ritzau: "Det ser rigtigt godt ud, og de overgår egne forhåbninger, vurderer Christian Thatje (Sydbank), der på baggrund af dataene havde set aktien højere." - Det havde jeg egentlig også, men det kan jo komme.

[Klarussen]

Dagens case
Genmab (GMAB) Kurs 2169.00, 29. jun 2020

chart

Genmab har brudt den opadgående trend opad på mellemlang sigt, hvilket åbner mulighed for endnu højere stigningstakt. Der er ingen modstand i kursdiagrammet, og et videre opsving indikeres. Ved reaktioner tilbage har aktien støtte ved cirka 1620 kroner. RSI divergerer negativt mod kursen, hvilket indikerer fare for en reaktion nedad. Aktien anses samlet set teknisk positiv på mellemlang sigt.
Anbefaling: Køb

[Klarussen]

Investtech:

[Helge_LarsenPI-redaktør]

Jeg kommenterer TV 21 minutter inde i udsendelsen: https://www.euroinvestor.dk/podcast/millionaerklubben-gode-nyheder-fra-genmab

[Solsen]

Jeg er meget mere interesseret i GEN1046. TV vil ikke fylde meget i værdisætningen af selskabet. Men da godt at sælgerne, der ansættes, får noget at rive i

[Solsen]

Men det bidrager til succeshistorien og deres track record.