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Genmab — Januar 2021

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • B Offline
    B Offline
    bibob
    wrote on sidst redigeret af
    #1450

    God morgen. 🙂

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    • E Offline
      E Offline
      E_L
      wrote on sidst redigeret af
      #1451

      Amivantamab presentation
      https://www.oncologysciencehub.com/wclc2020/

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      • B Offline
        B Offline
        bibob
        wrote on sidst redigeret af
        #1452

        Thx for link E L.

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        • JørgenVarnæsJ Offline
          JørgenVarnæsJ Offline
          JørgenVarnæs
          wrote on sidst redigeret af
          #1453

          thx EL - nice looking ORR and counting stable disease very impressive indeed

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          • E Offline
            E Offline
            E_L
            wrote on sidst redigeret af
            #1454

            "Sabari was confident enough in amivantamab’s data to take a swipe at mobocertinib, saying the Takeda program matched up poorly on safety given Thursday’s results" https://endpts.com/jj-pushes-new-amivantamab-data-for-nsclc-subset-trying-to-bolster-case-for-quick-fda-approval/

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            • E Offline
              E Offline
              E_L
              wrote on sidst redigeret af
              #1455

              comments from Joshua Bauml, MD
              @Jbauml

              https://twitter.com/Jbauml/status/1355002740313907200

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              • S Offline
                S Offline
                Sukkeralf
                wrote on sidst redigeret af
                #1456

                Nice - I also think Amivantamab responses seems a bit deeper

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                • SolsenS Offline
                  SolsenS Offline
                  Solsen
                  wrote on sidst redigeret af
                  #1457

                  Tak EL. Det er superflotte tal for Amivantamab !

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                  • E Offline
                    E Offline
                    E_L
                    wrote on sidst redigeret af
                    #1458

                    yes, and really nice the good news is immediately reflected in the price this morning??? lol

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                    • S Offline
                      S Offline
                      Sukkeralf
                      wrote on sidst redigeret af
                      #1459

                      Yes - so nice that we are only 39 points down

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                      • D Offline
                        D Offline
                        deleted-user
                        wrote on sidst redigeret af
                        #1460

                        have you guys been drinking again

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                        0
                        • StockBullS Offline
                          StockBullS Offline
                          StockBull
                          wrote on sidst redigeret af
                          #1461

                          Gået short i SP500

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                          0
                          • SolsenS Offline
                            SolsenS Offline
                            Solsen
                            wrote on sidst redigeret af
                            #1462

                            Ja det kan godt blive uroligt et stykke tid.

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                            • V Offline
                              V Offline
                              Vitus
                              wrote on sidst redigeret af
                              #1463

                              Ja, hvor er det nice 😞

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                              • E Offline
                                E Offline
                                E_L
                                wrote on sidst redigeret af
                                #1464

                                by the way, that fierce biotech article said 'Though J&J may snag the first approval for this patient population, its drug is given through intravenous infusion, which could give mobocertinib, an oral drug, an advantage on the convenience side.' But we know Amivantamab is being tried in Subcutaneous form as well

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                                • E Offline
                                  E Offline
                                  E_L
                                  wrote on sidst redigeret af
                                  #1465

                                  also by the way, funny that nobody talks about the warrants anymore, there used to be
                                  day-long discussions on those 😉

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                                  • JørgenVarnæsJ Offline
                                    JørgenVarnæsJ Offline
                                    JørgenVarnæs
                                    wrote on sidst redigeret af
                                    #1466

                                    we can only hope people are catching up to the fact, that it is a grant of warrants and not an exercise.

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                                    0
                                    • BulderB Offline
                                      BulderB Offline
                                      Bulder
                                      wrote on sidst redigeret af
                                      #1467

                                      Tak sukker og E L for gode links til gode Chrysalis-data. Bliver spændende hvad Papillon og (især) Mariposa ender op med.

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                                      • R Offline
                                        R Offline
                                        Rune2494
                                        wrote on sidst redigeret af
                                        #1468

                                        @E L 09:17, Seems like people finally understand that ownership in the company by the employees far outweigh the “negative” consequence of the increase in number of shares outstanding for the private investor. Took quite some time, but better late than never lol.

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                                        • D Offline
                                          D Offline
                                          deleted-user
                                          wrote on sidst redigeret af
                                          #1469

                                          Det hjælper også betydeligt på investors forståelse, at warrents og kursstigninger understøtter begge interessenter. Hvis man kun ser warrents udstedelse, men kurstigninger halter, kan det godt give en lidt sur mavefornemmelse for enkelte aktieindehaver, som dermed oplever at store lønninger afregnes via kursfald fremfor selskabets alm driftsoverskud.

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