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Genmab — November 2020

Planlagt Fastgjort Låst Flyttet Genmab
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  • SolsenS Offline
    SolsenS Offline
    Solsen
    wrote on sidst redigeret af
    #752

    I think they said more data on GEN1046 in 2021.

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    • SolsenS Offline
      SolsenS Offline
      Solsen
      wrote on sidst redigeret af
      #753

      Epco will be a huge asset.

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      • SolsenS Offline
        SolsenS Offline
        Solsen
        wrote on sidst redigeret af
        #754

        Analyst are more concerned about cost coming year. Novod projections on revenue from one of the figures were nonsens.

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        • D Offline
          D Offline
          DevOp
          wrote on sidst redigeret af
          #755

          Well, ASCO may a fair bet for more gen1046 data after all. Efficacy was assessed every 6 weeks in the dose escalation. Guess 3 assessments (or min 2) would be expectable

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          • D Offline
            D Offline
            deleted-user
            wrote on sidst redigeret af
            #756

            Novod is nonsens?

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            • G Offline
              G Offline
              GeorgeBest
              wrote on sidst redigeret af
              #757

              The slide Novod reffered to showed that revenues from dara, Tepezza and Kesimpta would increase with 2,5 times until 2025. And Noved was not happy with that projection???

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              • G Offline
                G Offline
                GeorgeBest
                wrote on sidst redigeret af
                #758

                Is that correct understood?

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                • G Offline
                  G Offline
                  GeorgeBest
                  wrote on sidst redigeret af
                  #759

                  On top of that would come revenues from Amivantamab, epco and tiso??

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                  • D Offline
                    D Offline
                    deleted-user
                    wrote on sidst redigeret af
                    #760

                    thx

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                    • E Offline
                      E Offline
                      E_L
                      wrote on sidst redigeret af
                      #761

                      When Novod came on i thought it would be a good time to make a coffee, so I missed that 😉

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                      • D Offline
                        D Offline
                        deleted-user
                        wrote on sidst redigeret af
                        #762

                        I got that revenue slide but luckily I missed the question from Novod. Don't like to waste unnecessary time

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                        • SolsenS Offline
                          SolsenS Offline
                          Solsen
                          wrote on sidst redigeret af
                          #763

                          I think Genmab only will book revenue fra TF from Japan. Seagen in other teritories. Could have confused Novod. But if I remember I will ask at PIs Q&A.

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                          • SolsenS Offline
                            SolsenS Offline
                            Solsen
                            wrote on sidst redigeret af
                            #764

                            ASH 5-8 dec næste højdepunkt. Genmabs kurs er lidt bovlam, men jeg synes, at det ser lovende ud. God aften og weekend.

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                            • W Offline
                              W Offline
                              w
                              wrote on sidst redigeret af
                              #765

                              Novod thought that gen where too optimistic with 2025e. Am I wrong?

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                              • V Offline
                                V Offline
                                Vitus
                                wrote on sidst redigeret af
                                #766

                                Det er ikke lovende at Genmab’s kurs er bovlam !!!!

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                                • SolsenS Offline
                                  SolsenS Offline
                                  Solsen
                                  wrote on sidst redigeret af
                                  #767

                                  Jeg skulle nok have skrevet kursudvikling 😉

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                                  • G Offline
                                    G Offline
                                    GeorgeBest
                                    wrote on sidst redigeret af
                                    #768

                                    En ikke at forglemme, Genmab har potentielt over 3 milliarder $ tilgode i milepælsbetalinger fra AbbVie...

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                                    • SolsenS Offline
                                      SolsenS Offline
                                      Solsen
                                      wrote on sidst redigeret af
                                      #769

                                      Ja. Jeg er superoptimist. Både kurs 3000 og 4000 kommer i spil over tid.

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                                      • SolsenS Offline
                                        SolsenS Offline
                                        Solsen
                                        wrote on sidst redigeret af
                                        #770

                                        Epco er formidabel. GEN1046 er en svær størrelse og jeg tror også at de ikke selv er helt klar over hvilken vej den går. Det lød som om andre indikationer end NSCLC også er interessante. Fund af biomarkører vil være yderst vigtig for potentialet - Kate Sasser arbejder hårdt på det.

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                                        • P Offline
                                          P Offline
                                          peter12
                                          wrote on sidst redigeret af
                                          #771

                                          Gen's Curevac aktiepost har steget ca 50% siden regnskabet (320Mkr) https://boerse.ard.de/aktien/curevac-geht-auf-partnersuche100.html

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