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  4. Genmab — Maj 2023

Genmab — Maj 2023

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • E Offline
    E Offline
    E_L
    wrote on sidst redigeret af
    #118

    New trial by Hoosier Cancer Research Network (Genmab collaborates) Safety and Efficacy of Epcoritamab With Gemcitabine, Dexamethasone, and Cisplatin (GDP) Salvage Chemotherapy in Relapsed Refractory Large B-cell Lymphoma
    https://clinicaltrials.gov/ct2/show/NCT05852717

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    • E Offline
      E Offline
      E_L
      wrote on sidst redigeret af
      #119

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

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      • E Offline
        E Offline
        E_L
        wrote on sidst redigeret af
        #120

        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

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        • E Offline
          E Offline
          E_L
          wrote on sidst redigeret af
          #121

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

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          • E Offline
            E Offline
            E_L
            wrote on sidst redigeret af
            #122

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

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            • E Offline
              E Offline
              E_L
              wrote on sidst redigeret af
              #123

              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

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              • E Offline
                E Offline
                E_L
                wrote on sidst redigeret af
                #124

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

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                • E Offline
                  E Offline
                  E_L
                  wrote on sidst redigeret af
                  #125

                  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)

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                  • E Offline
                    E Offline
                    E_L
                    wrote on sidst redigeret af
                    #126

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

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                    • E Offline
                      E Offline
                      E_L
                      wrote on sidst redigeret af
                      #127

                      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...

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                      • BulderB Offline
                        BulderB Offline
                        Bulder
                        wrote on sidst redigeret af
                        #128

                        Thx E L 🙂

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                        • E Offline
                          E Offline
                          E_L
                          wrote on sidst redigeret af
                          #129

                          no problem 😉

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                          • S Offline
                            S Offline
                            Sukkeralf
                            wrote on sidst redigeret af
                            #130

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

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                            • J Offline
                              J Offline
                              JKY_VH
                              wrote on sidst redigeret af
                              #131

                              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."

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                              • D Offline
                                D Offline
                                deleted-user
                                wrote on sidst redigeret af
                                #132

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

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                                • P Offline
                                  P Offline
                                  Plimsoller
                                  wrote on sidst redigeret af
                                  #133

                                  😄

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                                  • T Offline
                                    T Offline
                                    Teller
                                    wrote on sidst redigeret af
                                    #134

                                    US stiger 6% i Pre-Market

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                                    • T Offline
                                      T Offline
                                      Teller
                                      wrote on sidst redigeret af
                                      #135

                                      så er vi på +
                                      8% siden igår morges

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                                      • BulderB Offline
                                        BulderB Offline
                                        Bulder
                                        wrote on sidst redigeret af
                                        #136

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

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                                        • BulderB Offline
                                          BulderB Offline
                                          Bulder
                                          wrote on sidst redigeret af
                                          #137

                                          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.

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                                          With your input, this post could be even better 💗

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