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  4. Genmab — Maj 2022

Genmab — Maj 2022

Planlagt Fastgjort Låst Flyttet Genmab
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  • D Offline
    D Offline
    deleted-user
    wrote on sidst redigeret af
    #138

    Jeg håber det bedste @Stockbull og så indregner jeg en risikopræmie. Det regneark dannede blot grundlag for en hurtig fremskrivning af RD investeringen ud fra Pensionistens forudsætninger, frem mod 2030 og det giver intet mindre end 180 mia.

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    • StockBullS Offline
      StockBullS Offline
      StockBull
      wrote on sidst redigeret af
      #139

      jeg forestiller mig Epco og CD38 kan trække 20 mia i 2031

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      • StockBullS Offline
        StockBullS Offline
        StockBull
        wrote on sidst redigeret af
        #140

        forventningerne for i år er 12 mia så der passer dagens kurs vel meget godt taget det sure marked med i betragtningen. Nasdaq -23% nede i år og Genmab -7%

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        • G Offline
          G Offline
          gdn55
          wrote on sidst redigeret af
          #141

          Hvad med Super Dara, har i ikke den med i jeres negative, positive spådomme?

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          0
          • E Offline
            E Offline
            E_L
            wrote on sidst redigeret af
            #142

            EPCORE DLBCL-1 update on clinicaltrials (finally...) (good increase in trial locations) https://clinicaltrials.gov/ct2/history/NCT04628494?A=7&B=8&C=merged#StudyPageTop

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            • BulderB Offline
              BulderB Offline
              Bulder
              wrote on sidst redigeret af
              #143

              Must say, looks very ambitious

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              0
              • E Offline
                E Offline
                E_L
                wrote on sidst redigeret af
                #144

                it IS ambitious 😉

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                • BulderB Offline
                  BulderB Offline
                  Bulder
                  wrote on sidst redigeret af
                  #145

                  Note, Russia is recruiting. Hope they'll stay in.

                  1 Reply Last reply
                  0
                  • P Offline
                    P Offline
                    ProinvestorNEWS
                    wrote on sidst redigeret af
                    #146

                    USA/åbning: Rentefrygt tynger stemningen i blandet handelsstart https://proinvestor.com/investornyt/817852/usa-abning-rentefrygt-tynger-stemningen-i-blandet-handelsstart

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                    • B Offline
                      B Offline
                      bikube
                      wrote on sidst redigeret af
                      #147

                      480 patienter fordelt på over 200 klinikker,det kan da kaldes World Wide.

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                      0
                      • Helge_LarsenPI-redaktørH Offline
                        Helge_LarsenPI-redaktørH Offline
                        Helge_LarsenPI-redaktør
                        wrote on sidst redigeret af
                        #148

                        God morgen. 🙂

                        1 Reply Last reply
                        0
                        • P Offline
                          P Offline
                          ProinvestorNEWS
                          wrote on sidst redigeret af
                          #149

                          God morgen. 🙂

                          1 Reply Last reply
                          0
                          • E Offline
                            E Offline
                            E_L
                            wrote on sidst redigeret af
                            #150

                            Redirecting T-cell activity with anti-BCMA/anti-CD3 bispecific antibodies in Chronic Lymphocytic Leukemia and other B-cell lymphomas https://twitter.com/ImmunoHematAMS/status/1521505131396751360

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                            • E Offline
                              E Offline
                              E_L
                              wrote on sidst redigeret af
                              #151

                              https://aacrjournals.org/cancerrescommun/article/doi/10.1158/2767-9764.CRC-22-0083/694767/Redirecting-T-cell-activity-with-anti-BCMA-anti In conclusion, our data show that BCMA expression is not only limited to MM, but can also be detected to various levels on other B-NHL subtypes and CLL. [] CLL cells, which expressed low levels of BCMA could be efficiently targeted by teclistamab, providing proof of principle that BCMA-directed therapies might be beneficial for other B-cell malignancy patients

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                              0
                              • E Offline
                                E Offline
                                E_L
                                wrote on sidst redigeret af
                                #152

                                besides MM.

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                                0
                                • BulderB Offline
                                  BulderB Offline
                                  Bulder
                                  wrote on sidst redigeret af
                                  #153

                                  Thx E L. JnJ submitted bla around new year. Do we know any pdufa date? And do we know royalty rate?

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                                  0
                                  • E Offline
                                    E Offline
                                    E_L
                                    wrote on sidst redigeret af
                                    #154

                                    no, i don't think we have a PDUFA. they got FDA Breakthrough Therapy Designation
                                    Jun21, dec BLA; I am hoping we can get an approval this summer? Royalty i now think 4-5% (given that Amivantamab is between 8% and 10%) ?

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                                    • SolsenS Offline
                                      SolsenS Offline
                                      Solsen
                                      wrote on sidst redigeret af
                                      #155

                                      I belive Amivantamab i higher than 10% at best. And I belive 6-8% on tec. Iam always optimistic 🙂

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                                      0
                                      • E Offline
                                        E Offline
                                        E_L
                                        wrote on sidst redigeret af
                                        #156

                                        that is what i thought until i read in the last annual report "m. Under our agreement with
                                        Janssen, Genmab will receive milestones
                                        and royalties between 8% and 10% on net
                                        sales of RYBREVANT."

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                                        0
                                        • E Offline
                                          E Offline
                                          E_L
                                          wrote on sidst redigeret af
                                          #157

                                          and then i thought teclistamab is possibly half of that.

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                                          0

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