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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
    #135

    Genmab har vel ligget omkring 50 % de seneste 5 år. I runde tal, med undtagelse af 2020, hvor Abbvie kom med nogle småpenge

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    • StockBullS Offline
      StockBullS Offline
      StockBull
      wrote on sidst redigeret af
      #136

      Jamen regner vi ikke med Epco og HexaBody-CD38 - Janssen option, kommer igennem nåleøjet ?? som Jan siger::: - the best is yet to come (Jan statement)

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      0
      • B Offline
        B Offline
        bikube
        wrote on sidst redigeret af
        #137

        Jeg er ikke sikker på, om det var angående Epco, men der var tale om, at Genmab ikke kunne stå alene med et fase 3, da det er meget kapitaltungt. Det skulle vi gerne kunne ved evt. kommende projekter.

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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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                • 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

                    1 Reply Last reply
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                    • 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.

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

                                      besides MM.

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                                      • 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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                                        • 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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