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  4. Genmab — April 2022

Genmab — April 2022

Planlagt Fastgjort Låst Flyttet Genmab
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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
          P Offline
          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

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                  • 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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                          0
                          • 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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                                    • E Offline
                                      E Offline
                                      E_L
                                      wrote on sidst redigeret af
                                      #1236

                                      plenty of analysts see it
                                      $1bn +

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                                      • S Offline
                                        S Offline
                                        Sukkeralf
                                        wrote on sidst redigeret af
                                        #1237

                                        Jan probably just said analyst expect that - he never says what Genmab expects

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                                        • S Offline
                                          S Offline
                                          Sukkeralf
                                          wrote on sidst redigeret af
                                          #1238

                                          nothing in there - Jan just says its a small opportunity in 2 line..........and the first launch of a drug will help then when Epco gets approval cause its a big launch

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