Genmab — Oktober 2023

[E_L]

i can't remember if this was posted https://www.jyskebank.dk/wps/wcm/connect/jfo/50c540ce-335c-45b2-8403-d6ab641864ec/Danske+Aktier+September+2023.pdf?MOD=AJPERES&CACHEID=ROOTWORKSPACE.Z18_P20418S0N05640Q0MBPDFT1PE7-50c540ce-335c-45b2-8403-d6ab641864ec-oHv-Z38 - Darzalex-salget i USA fra Symphony Health var på USD
588,3 mio., hvilket svarer til en månedlig vækst på -1%.

[E_L]

that doesn't correspond to the July number i had at 516.8?

[Darvin]

You are correct E L i think they may have forgotten to add that they had converted to the number of working days. the increase was 13.85% and since there were 20 and 23 working days respectively, it is converted to -1%

[Darvin]

They also forgot to mention that vaccation could play a role and that august also came out lover than normal in previous years

[Darvin]

One should always look at the Bigger
picture, and not one month

[E_L]

Thanks for clarifying Darvin!

[ProinvestorNEWS]

Kort video...Speedsnak om rentespøgelset ...Det store rentespøgelse fylder på aktiemarkederne. Helge Larsen taler om, hvorfor det ikke har materialiseret sig noget før, hvad psykologierne er på markedet, hvordan det har ændret sig gennem tiden, og hvor det bærer henad.
https://www.proinvestor.com/boards/116364

[Bulder]

Q4 has to be better than Q3 regarding dara sales, if we shall reach 9,8 bn. Unfortunately Q4 has been worse the last 3 years.

[Bulder]

Q3 was up 2,75%. Q4 must be up 4,4%

[Bulder]

or 4,28% to be precise.

[E_L]

“Practice-Changing Study”: Tisotumab Vedotin Boosts Survival in Metastatic Cervical Cancer https://www.obroncology.com/article/practice-changing-study-tisotumab-vedotin-boosts-survival-in-metastatic-cervical-cancer

[E_L]

yesterday i wondered 'Was the data presented at ESMO enough to confirm US approval ( I believe it should be) .' so this is exactly the comment i was looking for-

[E_L]

“This is a practice-changing study,” said Krishnansu S. Tewari, MD, a discussant for the ESMO session and a professor and division director of gynecologic oncology at the University of California, Irvine. “It’s going to convert the accelerated approval of tisotumab vedotin in the United States to full approval, and importantly, it’s going to introduce a brand-new cervical cancer medicine to Europe.”

[JKY_VH]

Thx E L

[Klarussen]

The best is yet to come

[JKY_VH]

[Bulder]

Ads’en lukkede i 2000 prc.

[Bulder]

Flere af de store amr farma er i klart minus for året. LLY ligger flot, merck i beskedent plus. Men ellers er det minus, især Pfizer og jnj. Ikke megen sikker-havn-effekt i dette røde marked.

[Bulder]

Og merck kan takke keytruda, et storsælgende middel i flere cancerformer, som kombineres med både 1042 og 1046 i de studier, vi venter på. Kunne være herligt med synergisk effekt.

[E_L]

So Sarclisa sold 97mn Q3 '23 (44 US, 27 Europe, 26 ROW) (It was difficult to find, because it was too small to be on their page in the presentation of 'main product sales'....)