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  4. Genmab — April 2022

Genmab — April 2022

Planlagt Fastgjort Låst Flyttet Genmab
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  • P Offline
    P Offline
    peter12
    wrote on sidst redigeret af
    #1216

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

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    • S Offline
      S Offline
      Sukkeralf
      wrote on sidst redigeret af
      #1217

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

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      • P Offline
        P Offline
        peter12
        wrote on sidst redigeret af
        #1218

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

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        • S Offline
          S Offline
          Sukkeralf
          wrote on sidst redigeret af
          #1219

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

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          • S Offline
            S Offline
            Sukkeralf
            wrote on sidst redigeret af
            #1220

            De holder tidslinien i BTC

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            • L Offline
              L Offline
              lahn1
              wrote on sidst redigeret af
              #1221

              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.

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              • P Offline
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                ProinvestorNEWS
                wrote on sidst redigeret af
                #1222

                Dagens finanskalender https://proinvestor.com/finanskalender

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                • E Offline
                  E Offline
                  E_L
                  wrote on sidst redigeret af
                  #1223

                  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)

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                  • E Offline
                    E Offline
                    E_L
                    wrote on sidst redigeret af
                    #1224

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

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                    • E Offline
                      E Offline
                      E_L
                      wrote on sidst redigeret af
                      #1225

                      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/

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                      • BulderB Offline
                        BulderB Offline
                        Bulder
                        wrote on sidst redigeret af
                        #1226

                        Thx E L

                        1 Reply Last reply
                        0
                        • E Offline
                          E Offline
                          E_L
                          wrote on sidst redigeret af
                          #1227

                          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')

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                          • BulderB Offline
                            BulderB Offline
                            Bulder
                            wrote on sidst redigeret af
                            #1228

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

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                            • E Offline
                              E Offline
                              E_L
                              wrote on sidst redigeret af
                              #1229

                              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.

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                              • BulderB Offline
                                BulderB Offline
                                Bulder
                                wrote on sidst redigeret af
                                #1230

                                ok

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                                • E Offline
                                  E Offline
                                  E_L
                                  wrote on sidst redigeret af
                                  #1231

                                  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

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                                  • BulderB Offline
                                    BulderB Offline
                                    Bulder
                                    wrote on sidst redigeret af
                                    #1232

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

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                                    • S Offline
                                      S Offline
                                      Sukkeralf
                                      wrote on sidst redigeret af
                                      #1233

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

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                                      • E Offline
                                        E Offline
                                        E_L
                                        wrote on sidst redigeret af
                                        #1234

                                        did Jan say that? or
                                        24/9 09:28
                                        af Sukkeralf
                                        In this Tivdak link they state that the approval come with a black box warning of ocular tox. That analyst project $300-400 million peaksales in second line for Tivdak. That the combination data seen at ESMO show promise for 1 line

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                                        • E Offline
                                          E Offline
                                          E_L
                                          wrote on sidst redigeret af
                                          #1235

                                          this i couldn't read https://medwatch.com/News/Pharma___Biotech/article13744402.ece

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