Genmab — November 2020

[DevOp]

Aggressively recruiting i gen1046 expansion cohorts, results soon - det kunne godt lyde som før Asco...

[deleted-user]

I agree so much - Tahi was obviously very excited to reveal some news - maybe his personal opinion and expectations to the future of Genmab. That is proof of confident

[Solsen]

I think they said more data on GEN1046 in 2021.

[Solsen]

Epco will be a huge asset.

[Solsen]

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

[DevOp]

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

[deleted-user]

Novod is nonsens?

[GeorgeBest]

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???

[GeorgeBest]

Is that correct understood?

[GeorgeBest]

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

[deleted-user]

thx

[E_L]

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

[deleted-user]

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

[Solsen]

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.

[Solsen]

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

[w]

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

[Vitus]

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

[Solsen]

Jeg skulle nok have skrevet kursudvikling

[GeorgeBest]

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

[Solsen]

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