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  4. Genmab — Februar 2022

Genmab — Februar 2022

Planlagt Fastgjort Låst Flyttet Genmab
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  • E Offline
    E Offline
    E_L
    wrote on sidst redigeret af
    #73

    in the second half of this year. We also have a Phase 3 study ongoing in third-line relapsed/refractory DLBCL, and we plan to initiate several additional Phase 3 trials this year, including studies in earlier lines of therapy for diffuse B-cell lymphoma in multiple combinations, as well as in follicular lymphoma in combination with rituximab and Revlimid.

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    • E Offline
      E Offline
      E_L
      wrote on sidst redigeret af
      #74

      Q: So first, on epco, could you just comment around your confidence around accelerated approval here in DLBCL and how you're thinking about that opportunity in the near term?

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      • E Offline
        E Offline
        E_L
        wrote on sidst redigeret af
        #75

        A: So on epco -- we have a high degree of confidence in epco overall. It continues to deliver very strong results, high overall response rates, very deep responses, good complete response rates across a number of indications, DLBCL and follicular lymphoma both. With respect to the confidence in accelerated approval for diffuse large B-cell lymphoma, when we look at the data, we think it clearly exceeds the benchmarks of available therapies in highly pretreated refractory patients.

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        • E Offline
          E Offline
          E_L
          wrote on sidst redigeret af
          #76

          So we would think that accelerated approval should be supported by those data.

          We'll allow the data to continue to mature from the expansion cohorts and have our final regulatory discussions later on this year to set up that accelerated approval submission. So it certainly is in our planning, and we think it's very supportable based on the data.

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          • S Offline
            S Offline
            Sukkeralf
            wrote on sidst redigeret af
            #77

            Nice - epco is so important

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            • BulderB Offline
              BulderB Offline
              Bulder
              wrote on sidst redigeret af
              #78

              Very nice - only would I have expected data from the expansion cohort earlier than Q3.

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              • P Offline
                P Offline
                ProinvestorNEWS
                wrote on sidst redigeret af
                #79

                Aktier/åbning: Tunge omkostninger trækker Danske Bank til bunds
                https://www.proinvestor.com/investornyt/775626/aktier-abning-tunge-omkostninger-traekker-danske-bank-til-bunds

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                • E Offline
                  E Offline
                  E_L
                  wrote on sidst redigeret af
                  #80

                  yes, me too. but I think we could already sense from Jan last quarter that it wasn't going as fast as he was hoping for. Hospital care was a mess again in many countries last quarter; let's hope that will slowly improve from now...

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                  • L Offline
                    L Offline
                    lahn1
                    wrote on sidst redigeret af
                    #81

                    Super positivt med "and we plan to initiate several additional Phase 3 trials this year" men hvordan kommer det til at se ud på 2022 guidance. Bliver det endnu en guidance hvor market skuffes over bundlinien ?

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                    • BulderB Offline
                      BulderB Offline
                      Bulder
                      wrote on sidst redigeret af
                      #82

                      Nok ingen tvivl om at omkostningerne øges i år. Til gengæld vil de måske være knap så konservative på dara-salget, som sidste år.

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                      • StockBullS Offline
                        StockBullS Offline
                        StockBull
                        wrote on sidst redigeret af
                        #83

                        Som helhed tror jeg ikke markedet er skuffet over de sidste 6-8 års kurs ride og PE på +80 for 3-4 måneder siden taler sit tydlige sprog, at markedet belønner genmab med stigende kurs. De fald vi ser nu er p.g.a NBI falder. Så hvis / når NBI vender vil jeg tror Genmab outperformer NBI

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                        • StockBullS Offline
                          StockBullS Offline
                          StockBull
                          wrote on sidst redigeret af
                          #84

                          Omkostninger og omsætning går hånd i hånd og mon ikke vi skal +30% i 2022 i.f.t 2021. Gætter på 12 mia kr i omsætning for 2022 - bundlinie 3.6-4

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                          • D Offline
                            D Offline
                            deleted-user
                            wrote on sidst redigeret af
                            #85

                            Genmab har nemmere ved at overraske, som i 2021, med højere omsætning og færre omkostninger. Det er vist nævnt tidligere i vores budget diskussioner. Vi når 5 mia. på EBITDA i 2022

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                            • S Offline
                              S Offline
                              Sukkeralf
                              wrote on sidst redigeret af
                              #86

                              Angående udgifter til Epco så deles de jo med Abbvie - og desuden falder der milestones af til Genmab, så mon ikke det går

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                              • M Offline
                                M Offline
                                Mcjean
                                wrote on sidst redigeret af
                                #87

                                jo

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                                • StockBullS Offline
                                  StockBullS Offline
                                  StockBull
                                  wrote on sidst redigeret af
                                  #88

                                  @LLi. Så vi jo på det samme efter 22% i skat af de 5 mia = 3.9 i profit

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                                  • StockBullS Offline
                                    StockBullS Offline
                                    StockBull
                                    wrote on sidst redigeret af
                                    #89

                                    Men om de kan slippe billigere end 22% i skat bliver jeg svar skyldig 🙂

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                                    • D Offline
                                      D Offline
                                      deleted-user
                                      wrote on sidst redigeret af
                                      #90

                                      hehe og jeg holder mig lidt tilbage for ikke, at fremstå som en klovn om 12 md. Jeg har intervallet 5-6 mia. og hælder mest mod 6 mia. Tror milestones rammer 1,5 mia. i 2022 og gør jo dit bud på 0,6 til skamme 🙂

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                                      • D Offline
                                        D Offline
                                        deleted-user
                                        wrote on sidst redigeret af
                                        #91

                                        Med vores åbneskattelister er der jo gået sport i skat 🙂 APM løber vist med pokalen på den korte bane, men vi følger efter i sporet, men kun nogle få år....

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                                        • StockBullS Offline
                                          StockBullS Offline
                                          StockBull
                                          wrote on sidst redigeret af
                                          #92

                                          Okay :-.) men jeg er nu på 1 mia i milestones på mit reviderede excel ark og bundlinie efter skat på 3.850 - men tror Jan guider lidt lavere - måske 3.5 - 4.0

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