Genmab — April 2022

[Helge_LarsenPI-redaktør]

Usikkerhet rundt Twitter-oppkjøp samme dag som selskapet la fram overskudd
Twitter har lagt fram et overskudd 513 millioner dollar. Samtidig har det oppstått usikkerhet om Elon Musks kjøp av selskapet. https://finansavisen.no/nyheter/bors/2022/04/28/7857817/usikkerhet-rundt-twitter-oppkjop-samme-dag-som-selskapet-la-fram-overskudd?internal_source=sistenytt

[Helge_LarsenPI-redaktør]

Apple Inc. Q2 Profit Advances, Beats estimates https://www.proinvestor.com/investornyt/815773/apple-inc-q2-profit-advances-beats-estimates

[peter12]

Zymeworks buyout offer https://www.reuters.com/business/exclusive-all-blue-capital-773-mln-bid-zymeworks-sources-2022-04-28/

[Sukkeralf]

Spændende - omend det er for billigt. 1 milliard dollars så er jeg frisk, tror jeg !

[peter12]

Det må give lidt medvind til biotech den næste tid ? Har også tab på den stadig

[Sukkeralf]

https://ir.zymeworks.com/news-releases/news-release-details/zymeworks-reports-last-patient-enrolled-pivotal-study

[Sukkeralf]

De holder tidslinien i BTC

[lahn1]

Zyme - alt for billigt den var i$10 for 3 måneder siden og $35. Så vidt jeg kan skyde mig til er 75% af deres inst. investorer i underskud ved $10.

[ProinvestorNEWS]

Dagens finanskalender https://proinvestor.com/finanskalender

[E_L]

TIVDAK sales Q1 22 $11.4mn, no guidance for the year https://investor.seagen.com/press-releases/news-details/2022/Seagen-Reports-First-Quarter-2022-Financial-Results/default.aspx (Q4 was
$6mn)

[E_L]

Seagen Q1 2022 presentation https://s21.q4cdn.com/327105422/files/doc_financials/2022/q1/SGEN-1QFY22-Presentation-28Apr2022.pdf

[E_L]

Seagen Inc. (SGEN) Q1 2022 Earnings Call Transcript https://www.fool.com/earnings/call-transcripts/2022/04/28/seagen-inc-sgen-q1-2022-earnings-call-transcript/

[Bulder]

Thx E L

[E_L]

Novo Nordisk to test key hemophilia drug in children in phase III - Mim8 - https://medwatch.com/News/Pharma___Biotech/article13966201.ece (we have seen this trial already; it was just set to 'recruiting')

[Bulder]

What do you think E L, is $11,4mn ok?

[E_L]

at the start of the launch for such a small indication, later lines, only US, AND offcourse the boxed warning I think it is not bad.

[Bulder]

ok

[E_L]

we need earlier lines and combination treatment and additional indications to see of it will really hit off, but it seems promising so far to me. They have the time now to figure out how to best deal with the eye problems while the indication is still small

[Bulder]

Der er gået sport i opjusteringer. Gad vist om Genmab vil spille med den 11.?

[Sukkeralf]

was it around 400 million dollars Jan mentioned as expected peak sale for TIVDAK in late line ?