Genmab — Juli 2022

[Doublo]

Godmorgen:-) mon ikke den "generøse" kursforhøjelse fra BMO er et forsøg på at holde kursen nede, sjovt at man kan bruge en kursforhøjelse til det.

[Riis7]

Godmorgen, Mon ikke 2500-2600 er fair value på Genmab indtil der kommer nyt for pipeline eller bedre salg på dara vi er lige steget fra 1875 til 2600:-) market er stadig meget nervøs med Putins magt over gas/olie . de har os stadig tabt en voldgiftsag på deres bedst sælgende produkt.

[peter12]

Ny artikel om HexElect https://www.nature.com/articles/s41587-022-01384-1

[E_L]

I wonder if we can deduce from that , that they are actively working on a CD52/CD20 combination

[peter12]

They
mention CLL several times in the article

[E_L]

would be nice if we could see some interest in the Hexelect platform with a deal at some point... we are also still waiting for BionTech to say anything about the HexaBody product they are probably working on...

[E_L]

Btw, another Nature article this month- Changing the face of thyroid eye disease https://www.nature.com/articles/s41433-022-02186-0

[Sukkeralf]

Just a moment...

(firstwordpharma.com)

[Sukkeralf]

Maybe a competitor for Horizon at a later stage in TED

[E_L]

Janssen Announces New Data Supporting Safety and Efficacy of RYBREVANT and Lazertinib Combination for Patients with Non-Small Cell Lung Cancer and EGFR Mutations https://www.prnewswire.com/news-releases/janssen-announces-new-data-supporting-safety-and-efficacy-of-rybrevant-and-lazertinib-combination-for-patients-with-non-small-cell-lung-cancer-and-egfr-mutations-301593280.html

[deleted-user]

Hvad hjælper det JnJ sender en PR kl. 15.29, når E L har breaket 14:53.....

[E_L]

haha really? maybe they want us to proof-read it first

[deleted-user]

Haha. I would like to subscribe E L when its possible

[E_L]

joking aside, it is important data on the road to approval outside of
the EGFR Exon 20 patients

[deleted-user]

Do you calculate NAV for Amivantamab these days?

[ProinvestorNEWS]

USA/åbning: Walmart falder til bunds i rødt marked efter nedjustering
https://www.proinvestor.com/investornyt/855566/usa-abning-walmart-falder-til-bunds-i-rodt-marked-efter-nedjustering

[bikube]

Og $ stiger nu 7,35.

[deleted-user]

Tillykke til Uttrup. Endnu en dansk etapesejr

[E_L]

JNJ recently repeated they expect peak sales over $5bn LLi, at 8-10% royalty. Further approval is key ofcourse, and i am not sure how far they could get there, but it could be bigger as Kesimpta

[kkjoel]

EL, wasn't Amivantamab royalties "low double digit"? (translating to 10-12%, I imagine)