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Genmab — Marts 2021

Planlagt Fastgjort Låst Flyttet Genmab
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  • G Offline
    G Offline
    GeorgeBest
    wrote on sidst redigeret af
    #567

    Safety and Efficacy of Daratumumab in Patients with Proliferative GN with Monoclonal Immunoglobulin Deposits https://jasn.asnjournals.org/content/early/2021/03/05/ASN.2020101541

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    • Helge_LarsenPI-redaktørH Offline
      Helge_LarsenPI-redaktørH Offline
      Helge_LarsenPI-redaktør
      wrote on sidst redigeret af
      #568

      God morgen. 🙂

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      0
      • Helge_LarsenPI-redaktørH Offline
        Helge_LarsenPI-redaktørH Offline
        Helge_LarsenPI-redaktør
        wrote on sidst redigeret af
        #569

        Asien: Stigende renter give nervøsitet i Asien og rammer særligt tech https://www.proinvestor.com/investornyt/672892/asien-stigende-renter-give-
        nervositet-i-asien-og-rammer-saerligt-tech

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        • Helge_LarsenPI-redaktørH Offline
          Helge_LarsenPI-redaktørH Offline
          Helge_LarsenPI-redaktør
          wrote on sidst redigeret af
          #570

          Tirsdagens danske avisuddrag med Topdanmark, Nordea og Finanstilsynethttps://www.proinvestor.com/investornyt/672894/tirsdagens-danske-avisuddrag-med-topdanmark-nordea-og-finanstilsynet

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          • B Offline
            B Offline
            bibob
            wrote on sidst redigeret af
            #571

            God morgen. 🙂

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            0
            • S Offline
              S Offline
              Sukkeralf
              wrote on sidst redigeret af
              #572

              Just a moment...

              favicon

              (www.firstwordpharma.com)

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              0
              • DarvinD Offline
                DarvinD Offline
                Darvin
                wrote on sidst redigeret af
                #573

                Morn - læste lige en dejlig udtalelse om ledelser/selskaber der tænker vækst og investering: “ Jeg mener, der er brug for mere af den slags ledelse, i stedet for dem der fokuserer på udbytter og aktietilbagekøb, for det er ligegyldigt. Invester i vækst,” siger Peter Garnry.” 🙂

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                • DarvinD Offline
                  DarvinD Offline
                  Darvin
                  wrote on sidst redigeret af
                  #574

                  NB! Fra Børsen

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                  • S Offline
                    S Offline
                    Sukkeralf
                    wrote on sidst redigeret af
                    #575

                    Denne står vel lidt i skærende kontrast til hvad vi ellers har hørt !!

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                    0
                    • S Offline
                      S Offline
                      Sukkeralf
                      wrote on sidst redigeret af
                      #576

                      Just a moment...

                      favicon

                      (www.firstwordpharma.com)

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                      0
                      • S Offline
                        S Offline
                        Sukkeralf
                        wrote on sidst redigeret af
                        #577

                        Summary points from expert feedback:

                        · KOL explains that Kesimpta uptake has been slow, in part due to economic benefits derived from Ocrevus (Roche) infusions

                        · Promotional activities for Kesimpta have been hampered by the COVID-19 pandemic

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                        • S Offline
                          S Offline
                          Sukkeralf
                          wrote on sidst redigeret af
                          #578

                          · Kesimpta's impact on Ocrevus has been minimal and potential 'off-label' use in primary progressive MS (PPMS) is seen as marginal

                          · KOL highlights that MS field has moved towards earlier adoption of aggressive B-cell depletion therapies with decreased prescribing of oral agents expected in the future

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                          0
                          • JørgenVarnæsJ Offline
                            JørgenVarnæsJ Offline
                            JørgenVarnæs
                            wrote on sidst redigeret af
                            #579

                            Hæh - ofatumumabs smertehistorie er ikke overstået endnu...

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                            0
                            • JørgenVarnæsJ Offline
                              JørgenVarnæsJ Offline
                              JørgenVarnæs
                              wrote on sidst redigeret af
                              #580

                              Det passer vel meget godt med EL’s oplysning om Q4 salg på usd 14m

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                              0
                              • S Offline
                                S Offline
                                Sukkeralf
                                wrote on sidst redigeret af
                                #581

                                Det dårlige salg var vel mest af alt begrundet med, at Kesimpta blev givet væk gratis

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                                • JørgenVarnæsJ Offline
                                  JørgenVarnæsJ Offline
                                  JørgenVarnæs
                                  wrote on sidst redigeret af
                                  #582

                                  Det kunne være en forklaring - alternativt kan man fremføre, at når Kesimpta blev foræret væk, hvorfor genererede det så en omsætning?

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                                  • StockBullS Offline
                                    StockBullS Offline
                                    StockBull
                                    wrote on sidst redigeret af
                                    #583

                                    ja 14m https://www.fiercepharma.com/pharma/novartis-not-leaving-any-stone-unturned-for-kesimpta-leqvio-as-entresto-cosentyx-drive

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                                    0
                                    • StockBullS Offline
                                      StockBullS Offline
                                      StockBull
                                      wrote on sidst redigeret af
                                      #584

                                      skal ikke kunne sige hvad Genmabs andel potentiels kan blive men det er store tal der nævnes her MS markethttps://www.fortunebusinessinsights.com/industry-reports/multiple-sclerosis-drugs-market-100386

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                                      • E Offline
                                        E Offline
                                        E_L
                                        wrote on sidst redigeret af
                                        #585

                                        Novartis themselves called it "Broad adoption" in their Q4 presentation, with ~1000 patients treated in 1st 4 months
                                        of launch, and pointed at sales ramp up in H2 due to Pandemic impact
                                        on MS Market
                                        in H1

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                                        0
                                        • W Offline
                                          W Offline
                                          w
                                          wrote on sidst redigeret af
                                          #586

                                          https://www.investing.com/rates-bonds/u.s.-10-year-bond-yield, 3%ned

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                                          0

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