Genmab — Marts 2021
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God morgen.
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Langers Skarpe: Investorerne forlader tech, health care og biotek
https://www.proinvestor.com/investornyt/673079/langers-skarpe-investorerne-forlader-tech-health-care-og-biotek -
BMS har 6 aktive studier med nivolumab og IL8. High levels of serum IL-8 are associated with a poor prognosis in various tumors (Sanmamed, MF, et al. Clin Cancer Res. 2014;20:5697-5707), such as melanoma, non-squamous small cell lung cancer (NSCLC), and renal cell carcinoma, and decreases in serum IL-8 levels have been suggested to be associated with response to anti–PD-(L)1 therapy with nivolumab
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Plus dette for CV19 https://clinicaltrials.gov/ct2/show/NCT04347226
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Hvis man søger på IL8 i chatten, nævner nogle Genmab opt-in 50/50 eller 25 royalties. Måske nogen kan afkræfte det ? Det er lidt svært at se årstal på beskederne https://borsen.dk/nyheder/virksomheder/genmab-droppede-laegemidlet-nu-scorer-svenskere-milliarder-paa-salg-4eeua
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DnB opjusterer Genmab til Buy fra Sell
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DnB hæver kursmålet til 2360 fra 2250
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DnB: Following the recent share price decline, the arbitration
case now looks more than factored in, and with strong
pipeline news flow likely in 2021 we have turned
positive on Genmab, believing it is time for investors to
position themselves in the name. -
Aftalen vedr IL8 er fra 2012 og indeholder engangsbetaling, milestones ved hver udvikling og royalties. Husker ikke satserne, men mindes at der har været spurgt til det https://ir.genmab.com/static-files/04d12578-aeee-4d4d-b9e2-b3e4e999d8ed
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God morgen.
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Asien: Frygt for stramninger sender kinesiske aktier ned https://www.proinvestor.com/investornyt/673088/asien-frygt-for-stramninger-sender-kinesiske-aktier-ned
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Angående IL8 fra SEC rapportering: "We are entitled to receive up to a total of €10.0 million in licensing and sales milestones and royalty payments in the low-single digits on net sales of the HuMax-IL8 product by BMS and a percentage in the low-double digits to high-teens range on license income from any BMS sublicensee(s)."
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