Genmab — Juli 2020

[Helge_LarsenPI-redaktør]

Genmab: Société Générale ejer 4,65 pct. af aktierne - GENT

18:20
Den franske finanskoncern Société Générale har mindsket sin aktieposition i Genmab til 4,65 pct.

Gennem aktier og finansielle instrumenter ejer finanshuset i alt 3.037.934 aktier i det danske biotekselskab, fremgår det af en meddelelse til fondsbørsen mandag aften.

Den 7. juli fremgik det af en meddelelse, af Société Générale på det tidspunkt ejede 5,12 pct. af aktierne.

Genmab-aktien steg 0,4 pct. til 2337 kr. mandag.

[Solsen]

De har solgt godt 300.000 aktier. En ganske stor post i det ferietynde marked.

[Helge_LarsenPI-redaktør]

Fantastisk at kursen holder sig så flot oven på det udsalg.

[Solsen]

Netop

[Helge_LarsenPI-redaktør]

God morgen.

[Plimsoller]

God morgen

[Stroka]

God morgen

[Stroka]

Société Générale er nok ikke færdig med at lempe ud. Slet ikke når der er købere nok i de høje luftlag.

[Helge_LarsenPI-redaktør]

Ny ATH.

[bibob]

Ja, dem kommer vi nok til at se en del af i fremtiden.

[E_L]

Novartis : Ofatumumab has the potential to become a 1st choice
for a broad range of RMS patients and physicians

Potential for broad and early high efficacy in RMS -Powerful sustained efficacy
-Favorable safety
-Precise and targeted B-cell therapy
-Flexibility through at home self-administration

[E_L]

Based on strong ASCLEPIOS I & II data
-Superior efficacy for relapses, MRI activity
-Substantial reductions in disability progression1
-9/10 patients had no evidence of disease activity in year 2

-No significant signals of infections/ malignancies

[E_L]

Launch leverages established position and deep customer insights -✓ Rapid and broad availability of
Ofatumumab upon approval ✓ Highly customized approach
for early adopters
✓ Flexible and customer-centric
onboarding process

[Helge_LarsenPI-redaktør]

[Solsen]

Sounds good but Roche will fight all they can. Impressing launch of Ocrevus they had.

[E_L]

yes, i have also been thinking about a possible vaccine interfering with the launch; B cell depletion of anti-cd20 drugs may require a break/pause in treatment

[E_L]

However, B cell depletion apparantly is not as bad for Ofa as it is for ocrevus, and, because of monthly dosing may be easier / faster
to manage

[E_L]

so it may even work in Ofa's advantage

[Solsen]

The advantage for ofa is obviously. Mainly due the low dose. But Roche is is powerfull competitor.

[Solsen]

Low dose - sc version with alle the advances and not depletion of all b-cells so infections wont be a problem. Ofa is a perfect drug for RRMS but not first mover. Exciting what Novatis can do in terms sales.