Genmab — September 2020

[StockBull]

Beder man Nikolaj Schmidt sætte en tidsramme på opsvinget, vurderer han, at vi står over for fem til otte år med positiv vækst, før man igen skal frygte en decideret recession som den, der ramte den globale økonomi i første og andet kvartal i år.

[Helge_LarsenPI-redaktør]

Vi skal først have overstået alt det med med coronavirus og dens senfølger på økonomien.

[E_L]

will be interesting to see what valuations do this week for other biotechs with ADC's in their portfolio after the Immunicum news...

[E_L]

Janssen to Present Key Data from Across Its Expansive Oncology Portfolio at ESMO 2020 Virtual Congress -
Safety and efficacy data from the Phase 1 CHRYSALIS study exploring amivantamab in combination with lazertinib in patients with advanced EGFR-mutated NSCLC https://www.businesswire.com/news/home/20200913005090/en/Janssen-to-Present-Key-Data-from-Across-Its-Expansive-Oncology-Portfolio-at-ESMO-2020-Virtual-Congress

[StockBull]

Enig Helge 8:31. Men husk på aktiemarkedet er som regel 6-9 måneder foran så det kunne tyde på markeded mener vi er over det værste. Så umidlbart tror jeg man skal supplere til den langsigtede beholdning på de retracements som kommer jævnligt

[gentogen]

Thanks EL. Sounds good: "an oral presentation and live Q&A of the latest data from the Phase 1 dose escalation study investigating amivantamab " (from your link)

[E_L]

another deal- Seattle Genetics and Merck Announce Two Strategic Oncology Collaborations https://investor.seattlegenetics.com/press-releases/news-details/2020/Seattle-Genetics-and-Merck-Announce-Two-Strategic-Oncology-Collaborations/default.aspx SGEN up 17% pre-market

[nohope]

Fuck - BPx will run out of money before we get a decent +110 % offer for GEN.

[E_L]

money is for free,they'll never
run out of it

[E_L]

and another one, this time we are involved

[E_L]

SpringWorks Therapeutics Announces Clinical Collaboration with Janssen to Evaluate Nirogacestat in Combination with Teclistamab in Patients with Relapsed or Refractory Multiple Myeloma

[E_L]

https://newsfilter.io/articles/springworks-therapeutics-announces-clinical-collaboration-with-janssen-to-evaluate-nirogacestat-in-c-a627d89b1391f47d1e257661cecf0ea5

[E_L]

SpringWorks already works
with GSK on belantamab

[Helge_LarsenPI-redaktør]

Stockbull...Jeg tænker ud fra citatet ikke på aktiemarkedet, men alene realøkonomien.

[Solsen]

More ADC reals - SGEN and Merck https://finance.yahoo.com/news/seattle-genetics-merck-announce-two-104500702.html

[Solsen]

...deals

[nohope]

Ja, eller 2200

[Solsen]

Godt vi så ved at JW siger, at I ikke skal sælge

[Solsen]

Vi ved at JW har ambition om at blive et stort pharma med Genmab a la Regeneron eller Amgen. Hhv $60 og $145 bn....

[GeorgeBest]

Roche Pharma Day 2020 presentation https://www.roche.com/dam/jcr:c24e5b67-24be-4f06-9380-6c700540e4e9/en/irp20200914.pdf