Genmab — Juli 2020

[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.

[Fritten]

Udover at casen bare er god, hvilke kurstriggere ned/op ser i så indenfor de næste 3-6 måneder?

[Solsen]

Data på PD-L1 x 4-1BB (Biontech samarbejdet) og ofa i RRMS er vigtige. Førstnævnte kan virkelig trække kursen, hvis data er så gode som vi håber. Jeg tror/håber, at det er nævnte data der gør, at JW tør udtale sig så positivt, som han gør. Andre data offentliggøres også indenfor 6 mdr.

[E_L]

yes, it will be very different going forward, the amount of data we'll have to track for Genmab, it used to be simple with only Dara

[E_L]

besides updates on what we got earlier this year, Tiso, with a possible BLA and data on other tumors, Epco, Enapotamab HexaDR5DR5...

[E_L]

in addition, we have a PDUFA for the Dara Candor regimen in November, filing Andromeda and some hope for Amivantamab BLA towards the end of the year...

[E_L]

BioNtech raising money again , Rights Offering for up to 6,681,850 Ordinary Shares Including Ordinary Shares Represented by American Depositary Shares

[Solsen]

Biontech have almost tha same valuation as Genmab. Someone made a good investment in the IPO !

[E_L]

they
sure did!

[StockBull]

https://nbg1.your-objectstorage.com/proinvestor-dev/forum/boards/85254_ta_koere_planmaessigt.PNG kurstarget 2400

[Solsen]

Hvad gætter du at på udfaldet bliver, når Genmab forlader kanalen ?

[Helge_LarsenPI-redaktør]

Pharma har vendt rundt til negativt terræn efter en flot start på dagen.

[E_L]

@Solsen then the rising Wedge will just turn into a rising Channel, with an upper trendline already at around 2700 . easy.

[Solsen]

I take that

[Helge_LarsenPI-redaktør]

Me too.

[Solsen]

And yes Helge - someone besides me have to think its time for taking profit.

[E_L]

and i forgot earlier, i expect we hear something by August about what Genmab wants to do with Cami-t https://twitter.com/adctherapeutics/status/1285589645275865088

[gdn55]

Husk stilhed før stormen.

[StockBull]

Tror bare Genmab følger den positive trend fra USA og samme når det vender. RSI er ved at nærme sig det niveau hvor der normalt kommer en retracement hvor vi skal 10% ned eller deromkring

[bikube]

Det er godt nok voldsomt, så hurtigt $ kursen falder. Det er ikke let at budgettere med.