Genmab — November 2022
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After FDA Rejection, Spectrum Shelves Development On Poziotinib https://finance.yahoo.com/news/fda-rejection-spectrum-shelves-development-145947732.html ; potential amivantamab competitor, even though ami was deemed superior already https://www.clinicaltrialsarena.com/comment/janssens-amivantamab-has-competitive-edge-over-spectrums-and-takedas-exon-20-mutation-directed-tkis-in-nsclc/
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Genmab udvisker fald og går på rekordjagt https://www.proinvestor.com/investornyt/909356/genmab-udvisker-fald-og-gar-pa-rekordjagt-ny
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GEN1053 TRIPLING the number of treatment centers !! ( form 1 to 3
) #newspaperheadlines https://clinicaltrials.gov/ct2/history/NCT05435339?A=4&B=5&C=merged#StudyPageTop -
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Morning. Betalings site https://www.streetinsider.com/Analyst+Comments/Genmab+AS+(GMAB)+New+Catalyst+Idea+of+Morgan+Stanley/20902723.html Morgan Stanley har lavt target og historien melder ikke om opjusteret target for så ville det have været på mange andre kendte sites
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Godmorgen
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Vedr. 23:29 Morgan Stanley der jo er negative på Genmab forsøger, som jeg læser de 2 linier, at fortælle at da voldgiften er baseret på 1. ruling i JNJ favør, så har Genmab ringe chancer…PS jeg er ikke jurist så jeg aner ikke hvilken vej det går. Jeg har også valgt ikke at sætte store forhåbninger i voldgift nr. 2, for ikke at blive skuffet igen. Der er for mig at se nok andre katalysorer for en positiv Genmab udvikling
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Tirsdagens aviser med Jyske Bank, SAS og Novo Nordisk https://www.proinvestor.com/investornyt/909592/tirsdagens-aviser-med-jyske-bank-sas-og-novo-nordisk
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Case report: Daratumumab treatment in pre-transplant alloimmunization and severe hemolytic anemia https://www.frontiersin.org/articles/10.3389/fimmu.2022.1055473/full
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it is slightly different GB - Genmab risk/reward favorable into arbitration ruling, says Morgan Stanley -Morgan Stanley analyst Matthew Harrison names Genmab (GMAB) a "Catalyst Driving Idea" while keeping an Underweight rating on the shares with a $34 price target. Genmab and Johnson & Johnson (JNJ) are in a second arbitration over Darzalex Faspro and a ruling is expected in 2023. The analyst reviewed the redacted copy of the license agreement and believes Genmab "may have a valid claim."
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The license agreement states that the milestone payments and royalties are paid on a licensed product-by-licensed product basis, and for each licensed product, royalty payments shall commence on the date of the first commercial sale of such licensed product and expiring on the later of 13 years thereafter or the expiration of relevant patents, Harrison tells investors in a research note. He says the key issue is whether Genmab is entitled to additional milestone payments and a new 13-year
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royalty term from Darzalex Faspro's first commercial sale date. Harrison views Genmab's risk/reward as favorable into the 2023 ruling.
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Okay, thanks for the clarification EL. Looks quite promissing then. But but but…
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