Genmab — Januar 2023
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JNJ yesterday very positive on Genmab products again; biggest area of growth is MM portfolio; biggest disconnect wih the market is that these drugs do not cannibalise each other but create the treatment paradigm that is different by combining + sequencing these different medicines
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This feedback, coupled with positive assessment of Briuvi from KOLs, suggests that TG Therapeutics has a competitive product in its hands, though it simultaneously places further emphasis on the key outstanding question of whether a company of its size and relative commercial experience can maximise this opportunity. KOLs have raised the same issue and speculated that Briuvi could become the subject of a co-marketing agreement or perhaps even trigger a larger company to acquire TG Therapeutics.
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https://investor.seagen.com/events-and-presentations/default.aspx
Seagen JPM presentation -
Norsk finanshus sænker Genmab til "sælg" https://www.proinvestor.com/investornyt/925657/norsk-finanshus-saenker-genmab-til-saelg
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DARA in refractory autoimmune conditions https://twitter.com/nikolasruffer/status/1612940755194073089
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https://investors.abbvie.com/static-files/4d7aae8a-65ca-45f9-bc0f-a169b5a7dc9d
AbbVie JPM presentation -
DNB: We expect focus in 2023 to be on epcoritamab’s approval,
launch and initial uptake, but believe consensus is
overestimating the latter while underestimating costs. In
other words, in our view, we are not looking at a Darzalexlike launch curve. We see a risk of the 2023 guidance
disappointing consensus -
DNB: we have cut our target price
DKK2,750 (2,982) and downgraded to SELL (HOLD)
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