Genmab — Februar 2021

[gdn55]

ÅaBfoever Min bund er 2000, så jeg er rimelig rolig nu.Jeg havde en drøm for mange år siden, og det var at Genmab kom i 2000, og hvis den kom det solgte jeg alle mine aktier. Men jeg har dem endnu, heldigvis.

[Helge_LarsenPI-redaktør]

Fest i Anavex tråden: https://www.proinvestor.com/boards/89244#postdiv90636

[Solsen]

Personligt har jeg aldrig før oplevet at eje en aktie med +100% på dagsbasis. Og tak til Tasso1 og PI for, at være skribenten og stedet jeg lærte aktien at kende. Så ja en festdag

[Klarussen]

Genmab med +100% på dagsbasis ville også
være OK

[Bulder]

Det kommer den dag jnj tager muldvarpen frem.

[JørgenVarnæs]

For dem, der tænker at et bud fra JnJ er på trapperne har jeg denne smukke sang https://www.youtube.com/watch?v=nstbaZq8oJA

[Helge_LarsenPI-redaktør]

God morgen.

[Helge_LarsenPI-redaktør]

Asien: Optimismen breder sig i hele
regionen: https://www.proinvestor.com/investornyt/671811/asien-optimismen-breder-sig-i-hele-regionen

[Helge_LarsenPI-redaktør]

Fredagens aviser med Lundbeck, Pandora og Nordea https://www.proinvestor.com/investornyt/671810/fredagens-aviser-med-lundbeck-pandora-og-nordea

[Plimsoller]

God morgen

[E_L]

Fourth-quarter Sarclisa sales were €25 million of which €12
million was generated in the U.S. Sarclisa is now launched in 12 countries (including the U.S., Japan, UK, Netherlands,
Canada, Sweden, Switzerland and France). 2020 total 43mio

[JørgenVarnæs]

Sarclisa approved March in US and May in EU - seems threat to dara is manageable

[JørgenVarnæs]

Thx EL

[E_L]

at this rate it doesn't look like Sanofi will soon break even on their sarclisa investments...

[E_L]

Transcript of ROG.VX earnings conference call for a bit more on ocrevus https://finance.yahoo.com/news/edited-transcript-rog-vx-earnings-235510714.html

[E_L]

not much on Mosunetuzumab cd3x20; But we haven't -- I don't think we've maxed out yet on the efficacy of mosun and we haven't hit -- we are continuing to work with the dosing profile of the 2:1 and continuing to get gains on tolerability. So it's hard to call and say, oh, mosun is going to be the front line and 2:1 is going to be refractory because those are -- that's a plausible hypothesis. But I think it would be prejudging. We'll follow the science, and we expect to maintain our lead, though.

[JørgenVarnæs]

I like the “..., though” at the end!

[GeorgeBest]

Roche don‘t expect Glofitamab to get to front line then? In yes, big advantage for Epcoritamab...

[GeorgeBest]

Epcoritamab is much better than Mosunetuzumab, really promissing now. They must have safety issues with Glofitamab then?

[E_L]

I am not sure you can conclude that, they didn't mention anything in the call on glofi
though