Genmab — November 2022

[Helge_LarsenPI-redaktør]

USA/lukning: Powell sendte aktierne i dørken efter kortvarigt plus https://www.proinvestor.com/investornyt/899194/usa-lukning-powell-sendte-aktierne-i-dorken-efter-kortvarigt-plus

[Helge_LarsenPI-redaktør]

Godmorgen

[Stroka]

God morgen

[ProinvestorNEWS]

Godmorgen

[ProinvestorNEWS]

Dagens mange regnskaber: https://www.proinvestor.com/finanskalender

[bibob]

ViewPoints: Tecvayli in strong standing as soon - to - be newcomber in heavily pre-treated multiple myeloma.

[StockBull]

Ser godt ud. Så er target på 2969 ved at være i hus

[StockBull]

Har smidt de spekulative her i 2945

[bibob]

Although it fell short of response rates shown by its Car-T cell competitors the US approval of J&J ,s Tecvayli on tuesday along with some winning attributes has set it up as a major player in the multiple myeloma treatment paradigm according to key opinion leaders in the field

[E_L]

https://ir.horizontherapeutics.com/static-files/b3e39f27-2ed6-4c37-843a-d17b24e1b8b8 Horizon Q3 2022 Presentation

[Budweis]

Jeg øgede kraftigt min eksponering i $HZNP efter tilbagefaldet ovenpå Q2. Godt at se de allerede har fået hånd om situationen. Ikke overraskende at de går ind i Europa. Det har undret mig længe, at de ikke var mere sultne på det globale potentiale for TEPEZZA.

[StockBull]

Spændende hvad bundlinien bliver på Genmabs q3 regnskab. Gætter på 2.9mia årest første 9 mdr

[Sukkeralf]

From the viewpoint also: Besides, experts said they foresee the way being paved for Tecvayli to move into earlier lines of treatment relatively quickly. Analysts from Morgan Stanley pointed out that J&J has trials underway to do just that, and said this helps to bolster the sunny revenue outlook for the company’s multiple myeloma assets, projecting sales of Tecvayli to reach $6.6 billion by 2030 and Carvykti sales to garner $5.7 billion in that same time frame.

[Sukkeralf]

Quite a big drug Tecvali could become and in line with JNJ projecting >$5 billion.

[GeorgeBest]

ASH abstracts from Genmab https://ir.genmab.com/news-releases/news-release-details/genmab-announces-multiple-abstracts-be-presented-64th-annual

[GeorgeBest]

4 oral presentations of epco. 19 in total from Genmab

[Sukkeralf]

....but "only" poster presentation for HexCD38 - is that enough for us to expect convincing data?

[Solsen]

Time will show. Husk det er tidlige data.

[E_L]

3254 Preliminary Dose-Escalation Results from a Phase 1/2 Study of GEN3014 (HexaBody-CD38) in Patients (pts) with Relapsed or Refractory Multiple Myeloma (RRMM) https://ash.confex.com/ash/2022/webprogram/Paper159116.html

[E_L]

we knew from JPM conf Jan22; dose escalation data this year, small data maybe this year, but full data '23