Genmab — September 2022

[ProinvestorNEWS]

Danmark/AL: Sjette måned i år med svindende aktieformuer hos danskerne https://www.proinvestor.com/investornyt/884066/danmark-al-sjette-maned-i-ar-med-svindende-aktieformuer-hos-danskerne

[JKY_VH]

Fritten, gå tilbage i historikken til 25.9 og god formiddag til alle;-)

[ProinvestorNEWS]

Aktier/åbning: Ny mavepuster sender C25 nær toårig bund
https://proinvestor.com/investornyt/884072/aktier-abning-ny-mavepuster-sender-c25-naer-toarig-bund

[E_L]

IBCL-460 Subcutaneous Epcoritamab With Rituximab + Lenalidomide (R2) in Patients With Relapsed or Refractory (R/R) Follicular Lymphoma (FL): Update from Phase 1/2 Trial https://www.clinical-lymphoma-myeloma-leukemia.com/article/S2152-2650(22)01565-8/pdf

[E_L]

ABCL-439 Subcutaneous Epcoritamab With Gemcitabine + Oxaliplatin (GemOx) Induced High Response Rates in Patients With Relapsed or Refractory (R/R) Diffuse Large B-Cell Lymphoma (DLBCL) Ineligible for Autologous Stem Cell Transplant (ASCT) https://www.clinical-lymphoma-myeloma-leukemia.com/article/S2152-2650(22)01541-5/fulltext

[E_L]

ABCL-422 Subcutaneous Epcoritamab in Patients With Relapsed or Refractory Large B-Cell Lymphoma (EPCORE NHL-1): Pivotal Results from a Phase 2 Study https://www.clinical-lymphoma-myeloma-leukemia.com/article/S2152-2650(22)01540-3/fulltext

[Fritten]

@JKY_VH yes tak, den har jeg fulgt, men står der noget om jeres tanker om opjustering grundet højere $ kurs i debatten 25.9?

[Bulder]

Jeg tror vi skal afvente JnJ's salgstal 18. oktober. Hvis de er gode, er en opjustering en mulighed, også pga $kursen.

[Riis7]

nogen der har salgstal for darzalex sidste mån?

[E_L]

i only have Jan, Apr and May...

[deleted-user]

@Fritten - der har været en del kommentarer de seneste måneder angående USD/DKK endvidere blev opjusteringen ved Q2 delvist forklaret med høj FX.

[gentogen]

Ved halvårsregnskabet oplyse de, at "every 10 point move in the exchange rate relative to our guidance rate is worth about 50 Mill kr. in operating income"

[deleted-user]

og det er småpenge i forhold til "finansiel" valutagevinst på kontantbeholdningen, hvor Genmab bogførte 1,8 mia. kr. i 1. halvår.

[GeorgeBest]

Genmab burde kurssikre de næste 3 års $ indtægter mod €.

[E_L]

Biogen +50% pre market on Alzheimer’s drug results; should lift bio- indices a bit (pretty big in % IBB / XBI ) https://www.reuters.com/business/healthcare-pharmaceuticals/eisai-says-alzheimers-drug-succeeds-slowing-cognitive-decline-2022-09-27/

[Solsen]

Jeg vil advare imod at hoppe på BIIB vognen. Lille forbedring og store bivirkninger. Jeg ser ikke voldsom markedspenetration på den baggrund.

[E_L]

oh but i am not; i am really just looking if Genmab can profit a bit from a rise of the ETF's

[E_L]

by the way, the small Alzheimer trial with Dara has a Primary Completion Date later this year, would be fun if that could bring anything (doubt it though...)

[Solsen]

Me2. But the latest is that some belive alzheimers is a autoimmune disease. So perhaps.

[ProinvestorNEWS]

USA/åbning: Blandet handel fra start - Biogen hopper på Alzheimers-nyt
https://www.proinvestor.com/investornyt/884215/usa-abning-blandet-handel-fra-start-biogen-hopper-pa-alzheimers-nyt