Genmab — Maj 2023

[E_L]

nice to see other parties starting trials on your drug before it is even approved...

[E_L]

and another 2 arms for EPCORE NHL-2 - https://clinicaltrials.gov/ct2/history/NCT04663347?A=8&B=9&C=merged#StudyPageTop - Enrollment from 396 to 662 patients

[E_L]

@Legolas breaking the april 18 high of 2947 would confirm your cuphandle.. would target 3450ish if it can stay above that hurdle...

[E_L]

@Bulder can you try sending me a test
message here through proinvestor?

[E_L]

i think my main message from the earnings call, if you read between the lines, is that they seem to have much more going on pre-clinical than even i thought

[E_L]

they have done smaller deals we don't know about...

[E_L]

they have interest from big pharma that they don't want to give in to because they want to stick to the 50/50 profit
share (and i agree)

[E_L]

he actually said a minimum of 50/50...

[E_L]

we had a discussion on ADC mid april, and it seems we were spot on there; they are fully working on that and also with AbbVie as we suggested...

[Bulder]

Thx E L

[E_L]

no problem

[Sukkeralf]

Regarding IRS I also thinks that its must be that Darzalex Faspro could come under price reductions when the IV patents runs out.

[JKY_VH]

Løntoft "“Investorer kan godt gennemskue, at Genmab investerer massivt i pipelinen, og når de fastholder forventningerne til omkostningerne, så er der nok mere tale om kvartalsvariationer end et bekymrende omkostningspres. Når man dertil lægger, at omkostningerne til fulde er dækket af royalties-indtægter, så vidner det om en robust forretning,” siger Søren Løntoft Hansen, analytiker hos Sydbank."

[deleted-user]

@Nophope - er du gået tilbage i køb, efter din salgsanbefaling kl. 10:52?

[Plimsoller]

[Teller]

US stiger 6% i Pre-Market

[Bulder]

Winkel was a bit more accurate reg arbitration deadline. “After summer”, which could mean September.

[Teller]

så er vi på +
8% siden igår morges

[Bulder]

Torsdagens markante kursfremgang i Genmab skyldes næppe kvartalsregnskabet onsdag efter børslukketid, men snarere spekulationer om en mulig opjustering af Genmabs vægt i KAX Cap-indekset.
Det vurderer Genmab-analytiker i Jyske Bank Henrik Hallengreen Laustsen over for MarketWire.

[GeorgeBest]

Manden må have spist søm. En opvægtning i et indeks giver ikke en stigning på 6,6%…