Genmab — April 2022

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 ?

E_L

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

E_L

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

E_L

plenty of analysts see it
$1bn +

Sukkeralf

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

Sukkeralf

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

Helge_LarsenPI-redaktør

Valuta: Dollar i stærkeste niveau siden 2016 https://www.proinvestor.com/investornyt/816212/valuta-dollar-i-staerkeste-niveau-siden-2016

E_L

I am not listening to the AbbVie call, but: Amy Brown
@ByAmyBrown
$ABBV also confirms it will seek talks with FDA about accelerated application for epcoritamab, anti-CD20 bispecific from $GMAB. https://twitter.com/ByAmyBrown/status/1520033764138749952

Riis7

det har været sjover og ha novo aktier end Genmab de sidste 5 år:-) flot regnskab igen fra novo...

Bulder

Lav omsætning, så skal der ikke meget til at rykke. I dette tilfælde nedad fra kl 16.15.

Helge_LarsenPI-redaktør

Fredagens aktier: Novo dagens store vinder mens Danske Bank dykkede https://www.proinvestor.com/investornyt/816323/fredeagens-aktier-novo-dagens-store-vinder-mens-danske-bank-dykkede