Genmab — Februar 2023

[Helge_LarsenPI-redaktør]

Godmorgen

[Stroka]

God morgen

[ProinvestorNEWS]

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

[bibob]

God morgen.

[bibob]

AbbVie puts bigger M&A back on the table. https://www.fiercepharma.com/pharma/abbvie-teases-future-ma-deals-worth-more-2-billion-wsj

[ProinvestorNEWS]

Shortpositioner i danske aktier d. 8. februar 2022 https://www.proinvestor.com/boards/110232

[E_L]

Kesimpta had a +7% list price change in januari. (after 5% last jan and 2% last july). that doesn't feel like they are very worried about price competition

[E_L]

from Lundbeck- The two projects that entered Proof of Concept
(phase II) testing at the end of 2021, Lu
AF82422 and Lu AG09222, are progressing well
with expected headline results within the next 12
months.

[E_L]

In September 2022, Lundbeck completed the
recruitment ahead of time for the Lu AF82422
phase II trial (AMULET) for potential new
treatment of MSA.

[Helge_LarsenPI-redaktør]

Godmorgen

[Stroka]

God morgen

[deleted-user]

Med dagens afstraffelse af Chemometec og GN, imødeser jeg Genmabs 23-guide med om muligt, endnu større spænding end tidligere.

[JKY_VH]

GN er nok også påvirket af kapitaludvidelsen.

[Sukkeralf]

Genmab er vel også faldet en del tilbage grundet frygt for knap så god guidende, så der er vel taget lidt forskud på det allerede.

[Sukkeralf]

Og med prisstigninger på både Darzalex og kesimpta, så bliver det vel ikke så ringe endda

[Sukkeralf]

Probably close to data on Lu AF82422 then E L. From Lundbeck annual report also says orphan drug designation on AF82422.

[Sukkeralf]

Milestone package rather small but still single digit royalty.

[Sukkeralf]

Could the UniBody technology have a revival if Lundbeck succeed - and can Genmab use the technology
outsider cancer

[E_L]

break-out attempt out of small downtrend channel https://www.proinvestor.com/boards/97931/

[bikube]

Abbvie går helt amok, nu oppe med 5,8%. Jeg så ellers et sted, at de skuffede lidt med regnskabet.