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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
    #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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                                      • S Offline
                                        S Offline
                                        Sukkeralf
                                        wrote on sidst redigeret af
                                        #772

                                        Just a moment...

                                        favicon

                                        (www.firstwordpharma.com)

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                                        • Helge_LarsenPI-redaktørH Offline
                                          Helge_LarsenPI-redaktørH Offline
                                          Helge_LarsenPI-redaktør
                                          wrote on sidst redigeret af
                                          #773

                                          God morgen. 🙂

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