Genmab — Juli 2020

[Mogan]

God morgen

[GeorgeBest]

Vi har endnu ikke fået email fra Genmab, hvilket tyder på at ingen i direktion eller bestyrelse har solgt aktier i går. Positivt

[Helge_LarsenPI-redaktør]

Enig GB.

[Stroka]

Pænt rebound I dag.

[Stroka]

2020 falder dog ikke sådan uden videre.

[E_L]

Dr. Monk on the Utility of Tisotumab Vedotin in Recurrent Cervical Cancer https://www.youtube.com/watch?v=Y2tS0wVryx4 https://www.youtube.com/watch?v=-wjYX1n3Cxw

[E_L]

Piper Sandler analyst Joseph Catanzaro raised the firm's price target on Halozyme to $31 from $28 and keeps an Overweight rating on the shares after speaking with a key opinion leader from a large academic center to gauge where Darzalex Faspro was in the adoption cycle. Through an accelerated process due to COVID, Darzalex Faspro has been approved for usage in the outpatient setting at this center beginning next week, Catanzaro tells investors in a research note.

[E_L]

The analyst does not expect, consistent with Halozyme guidance, meaningful royalties in Q2. However, Catanzaro believes Q3 could see realization of IV to subQ conversion based on the KOL's feedback that the majority of patients could be easily converted.

[Mcjean]

Thx EL. Did they first expect penetration i 4 Q?

[E_L]

I don't know Mcjean. But Q4ish certainly is what I was looking for, i think speedy approvals surprised most a bit, specially in europe. And in additioin, where Covid most likely will slow down most medicine launches, it actually appears to probably speed up the launch and implementation for SC

[Mcjean]

now you mention "surprise" I think everybody except the smart ones in here always are surprise about Genmab and there performance! its a bit annoying, but easier to live with when you make money out off rock and not thin air:-)

[E_L]

hang on a second, are you now implying i am not one of the smart ones?!??!??

[E_L]

well, SC was a bit faster, Ofa slower, 'the deal' even a few years slower lol, you can never be completely sure on timing

[Mcjean]

Like yesterday you overanalyzing and seems a bit bored or make you loose your patience because you get high on Genmab and the news ........and want more all the time. You have Genmabic i think my doctor called it!:-)

[E_L]

oh boy... hopefully someone can make an antibody to cure my disease

[Mcjean]

What? i Thought you knew it! ..r.a.e. your really far out my friend:-)

[Stroka]

Mon vi får en stærk slutspurt? Det er sket nogle gange på det seneste.

[Helge_LarsenPI-redaktør]

Det ser sådan ud lige nu.

[Mcjean]

Vi har godt nok svært ved at bryde gennem 3000

[Helge_LarsenPI-redaktør]

Puha ja.