Genmab — Oktober 2023

[Klarussen]

Jeg var klar over babypulver søgsmålene og erstatningskravene, men at det måske kunne tvinge et så stort farmaselskab i konkurs? Kan det være en del af den cocktail (sammen med stigende renter - higher for longer og det politiske pres på priserne) der får bio-/farma kurserne til at gå i dørken? Kan sende nogle alvorlige rystelser gennem sektoren.

[Gasolin82]

Hvor ser I, at de er konkurstruet.

[Klarussen]

Facing 50,000-plus lawsuits linking Baby Powder to cancer, Johnson & Johnson mulls a third bankruptcy filing
https://fortune.com/2023/10/26/johnson-johnson-mulls-third-bankruptcy-filing-baby-powder-talc-cancer-lawsuits-pile-up/

[troldmanden]

Det er JnJ selv der forsøger at lukke sagen ved at erklære et specifikt af deres selskaber konkurs. Så sagen kan lukkes med $8.9 mia. Men JnJ har nu fået afvist den taktik 2 gange af dommerne

[troldmanden]

After its second bankruptcy application was dismissed, J&J is starting to realize bankruptcy is not a path and is assessing other legal options to address the thousands of cancer claims linked to its talc-based products

[troldmanden]

Så det er ikke JnJ som sådan de forsøger at erkære konkurs. Det er et specifik datterselskab

[troldmanden]

Man kan se en oversigt over udviklingen her https://www.lawsuit-information-center.com/2-billion-verdict-in-missouri-motivates-jj-to-settle-talcum-powder-lawsuits.html

[Klarussen]

En forfærdelig historie, men man kan sige ift. medicinalbranchen er babypulveret et forbrugsprodukt (som J&J laver mange af, f.eks. tandtråd oma) og ikke receptpligtigt og ikke et medicalprodukt. Der er trods alt en del mere kontrol på medicinske produkter. Nu ikke fordi brugerne ikke kan sagsøge producenterne af disse, det har vi f.eks. allerede set ved Novo`s Wegovy. Men et så stort søgsmål som babypulveret og følgerne kan ryste sektoren uagtet

[ProinvestorNEWS]

Biotech Stocks Facing FDA Decision In November 2023 https://www.proinvestor.com/investornyt/1070743/biotech-stocks-facing-fda-decision-in-november-2023

[E_L]

AbbVie Inc. (NYSE:ABBV) Q3 2023 Earnings Call Transcript https://finance.yahoo.com/news/abbvie-inc-nyse-abbv-q3-170643822.html - Moving to oncology, where in the quarter, we received approval in Europe and Japan for epcoritamab as a monotherapy treatment for patients with relapsed or refractory DLBCL, were received two or more systemic therapies. These approvals represent important regulatory milestones for EPCO, and we look forward to bringing this new subcutaneous treatment option to patients

[E_L]

in these international markets. We also continue to make good progress with the development programs in earlier lines of DLBCL and follicular lymphoma and we look forward to providing updates on these programs as the data mature.

[E_L]

The U.S. launch of at EPKINLY in third line plus DLBCL is also tracking well with commercialization also now underway in Europe and Japan, following the recent respective approvals.

[E_L]

We are still moving into earlier lines in Phase 3s with EPKINLY in heme, which is another dual engager.

[Helge_LarsenPI-redaktør]

Godmorgen

[Stroka]

God morgen

[bibob]

God morgen.

[ungeee]

Genmab får barberet kursmålet hos Carnegie
30.10.2023 07.42 • MarketWire •
Kopier link til udklipsholderen
Genmab har fået sænket kursmålet til 2725 kr. fra 3430 kr. hos Carnegie.
Det viser data fra Bloomberg News.

Anbefalingen "køb" gentages.

Genmab faldt fredag 1,0 pct. til 2007 kr.

.\˙ MarketWire

Morten Frederik Heltoft

[E_L]

we will probably get a few more of these, they always come after a fall...

[Klarussen]

Does seem to affect the stock much though this time, I suppose is all counted in

[Raun]

Er vi ikke ved at være der, sådan rent kursmæssigt.... At vi kan sige, - hvis der er nogen der er interesseret i at købe Genmab. Så er det nu?