Genmab — April 2021

[GeorgeBest]

Vedr. Peters link i går kl. 23:07. CR i over 50% af patienter med DLBCL og FLL der får Epcoritamab. EPCO rocks...

[GeorgeBest]

Iflg. samme link er Vejle også med i duohexabody-CD37

[GeorgeBest]

JNJ er nok bange for at miste store markedsandele for Ibrutinib til epco og duohexabody-CD37, og er derfor mega negative overfor Genmab, over at de ikke blev partner i epco

[Helge_LarsenPI-redaktør]

God morgen.

[bibob]

God morgen. :-).

[bibob]

Jeg tror der er noget rigtigt i det GB. Kan man ikke få det som man vil så mobber man. Men der er vel ingen tvivl om at de har været med i fiorhandlingerne om partnerskab på Epco. De har bare ikke ville gå med til en 50/50 deal. Det var så deres fejl.

[gdn55]

Morgan Stanley skal vel bare have nogle billige Genmab aktier selv

[gentogen]

23:43 -omtalte artikel på engelsk = CD38 in the Age of Covid-19: a Medical Perspective. https://journals.physiology.org/doi/abs/10.1152/physrev.00046.2020

[gentogen]

Of clinical relevance for the future in the strategy to fight COVID-19 is the identification of
molecular metabolic pathways generally usurped by the viral pathogen and addressing the evaluation
of the impact of agents that selectively target CD38’s receptorial and catalytic activities to confirm the
potential of CD38 as a novel therapeutic target.

[gentogen]

Monster svær at læse. Dara omtales et enkelt sted, men de peger ikke direkte på dara som en mulighed

[E_L]

well at least HexaCD38 might have an additional purpose if JNJ rejects

[E_L]

i am not even sure it would be a good thing , commercially, if Dara would be a usefull drug for Covid; at what price would that be acceptable? it would be impossible to charge $100,000 for that... so how would that work, charging a few 1,000 for covid drug while charging > 100,000 for the same in cancer?

[E_L]

for morgan stanley ; the funny thing is they actulally went from 2373 to 2532 after the Q4
on 24-2-2021

[StockBull]

Ja det tænker jeg også gdn55. Det har nok set Jespers kurs target og benytter nu en snedig metode til selv at kunne supplere

[JørgenVarnæs]

It’s never been proven - but I have strong suspicion that quite a few analysts have it as their strongest analysis assumption their target can never be to far from the current stock price...

[deleted-user]

@pensionisten https://nbg1.your-objectstorage.com/proinvestor-dev/forum/boards/91872_Kursmaal_Genmab_2021_03_12.pdf Er det denne?

[deleted-user]

Link til selve tråden https://www.proinvestor.com/boards/89730#postdiv91872

[wermuth]

Er det på noget tidspunkt blevet nævnt hvornår der ventes at falde dom i sagen imellem j&j og Genmab ? Havde fået forståelsen da det blev udmeldt i sep 2020 at det ville tage et år tid ish. Har sikker misforstået det,
men ved vi et ca tidspunkt ?

[E_L]

don't be too harsh on them @JV, that is only human... we see similar behaviour here in the chat as well

[Sukkeralf]

TheNote what would you then call a TA signal ????