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Genmab — Januar 2021

Planlagt Fastgjort Låst Flyttet Genmab
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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.

                                1 Reply Last reply
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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.

                                  1 Reply Last reply
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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.

                                    1 Reply Last reply
                                    0
                                    • 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.

                                      1 Reply Last reply
                                      0
                                      • 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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                                        • BulderB Offline
                                          BulderB Offline
                                          Bulder
                                          wrote on sidst redigeret af
                                          #1472

                                          Jeg tror også, at når de sure opstød bliver sjældnere og sjældnere, hænger det sammen med den gode stigning i aktiekursen sidste år. De sure miner sås mest i nedturstiden, da det var et irritationsmoment flere gange om året at skulle æde yderligere nedgange forårsaget af salg af realiserede warrants.

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