Genmab — April 2023
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2 gode spørgsmål. Mon ikke Google kan give dig svaret hurtigere end du får leveret svaret herinde
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@Sukkeralf - ja der vil henstå mange spørgsmål, som ikke nødvendigvis bliver besvaret fuldstændig. Det gør det ikke mindre uinteressant, at overveje de strategiske konsekvenser. Genmab kan om få år stå i en tilsvarende konflikt med en af sine agentaftaler. Mon Winkel så vil fastholde sin "respektfulde" tilgang eller lade jura og en voldgift afklare en mulig tvist - og nej, tror ikke Jan har lyst til, at svare særlig præcist på sin strategi, hvis han får spørgsmålet serveret.
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Kort video:
Ugekommentar #90 Navigation i et hav af regnskaber - Det vælter ind med kvartalsregnskaber. Helge Larsen fortæller i denne ugekommentar om, hvordan du nemt finder regnskaber fra de selskaber, du interesserer dig for, og hvor du finder gode input i kølvandet på disse regnskaber. https://www.proinvestor.com/boards/112325 -
Kort video - Pharma og biotek-opdatering UGE 17: Demant ' GN Store Nord ' Novo Nordisk ' Genmab ' Zealand Pharma ' Hansa Biopharma https://www.proinvestor.com/boards/112327
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Sommeren nærmere sig, og vi skulle jo gerne snart smide sokkerne. Men det bliver jo nok ikke i år, at det bliver med baggrund i Jans KYSO strategi.
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EPCORE DLBCL-1 ; looks like recruiting is finished in almost all centers, only China still recruiting and at the same time Enrollment enlarged from 480 to 552 https://clinicaltrials.gov/ct2/history/NCT04628494?A=20&B=21&C=merged#StudyPageTop
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small new Dara trial - Efficacy of Daratumumab to Overcome Platelet Transfusion Refractoriness in Patients With Aplastic Anemia https://clinicaltrials.gov/ct2/show/NCT05832216?term=genmab+OR+daratumumab+OR+darzalex+OR+ofatumumab+OR+Teprotumumab+OR+Tisotumab+OR+camidanlumab+OR+Enapotamab+OR+ADCT-301+OR+duobody+OR+hexabody+OR+Teclistamab+OR+Amivantamab+OR+Talquetamab+OR+Epcoritamab+OR+DuoHexabody&lupd_s=04%2F27%2F2023&draw=2&rank=1
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Fra Børsen "Medicinalgiganten og Novo Nordisk-konkurrenten Eli Lilly opjusterede sine forventninger til hele året i sit regnskab for første kvartal.
Det kvitterede investorerne for med et kursplus på 3,7 pct.
Også medicinalselskabet Merck opjusterede forventningerne i sit regnskab, hvor også indtjeningen var bedre end ventet. Aktien steg 1,5 pct."
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why would they bother cleaning up the files in clinicaltrials.gov for trials that ended >10yrs ago? HuMax-CD4 / Zanolimumab https://clinicaltrials.gov/ct2/history/NCT00042406?A=3&B=4&C=merged#StudyPageTop https://clinicaltrials.gov/ct2/history/NCT00071084?A=3&B=4&C=merged#StudyPageTop
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similar action in this TV trial as in the Epco trial yesterday; Enrollment enlarged from 482 to 556, China still recruiting https://clinicaltrials.gov/ct2/history/NCT04697628?A=61&B=62&C=Side-by-Side#StudyPageTop
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Angående 28/4 15:17: Lidt spekulativt, men det kan jo være, a tde fortsat ser lidt på Zalu, der jo havde relativt gode resultater, men i en kritisk tid for Genmab: "zanolimumab, a human anti-CD4 IgG1 mAb, was harnessing effector functions for the treatment of CD4-expressing malignant T cells in cutaneous T-cell lymphomas (Rider et al., 2007) until development was discontinued during Phase III for what appear to be business-related reasons."
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