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

                      Gået short i SP500

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                      • 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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                                • 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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                                      • D Offline
                                        D Offline
                                        Doublo
                                        wrote on sidst redigeret af
                                        #1470

                                        En virksomhed skal hele tiden gøre det attraktivt at være medarbejder, både i arbejdsforhold og aflønning, det gælder ikke mindst de dygtigste forskere, der er sikkert rift om dem, og så længe Genmab forgylder sine aktionærer så er hver en krone dem vel undt herfra.

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                                        • D Offline
                                          D Offline
                                          deleted-user
                                          wrote on sidst redigeret af
                                          #1471

                                          Helt og aldeles enig. Der til sagt, uden kapital og investorerne ville der ikke være et vellønnet arbejdet. Så det er en sluttet cirkel, hvor det hele skal hænge sammen. Ellers fungerer den frie markedsøkonomien ikke

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