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  3. Genmab
  4. Genmab — November 2023

Genmab — November 2023

Planlagt Fastgjort Låst Flyttet Genmab
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  • StockBullS Offline
    StockBullS Offline
    StockBull
    wrote on sidst redigeret af
    #2

    den rekord høje omsætning i 2022.

    1 Reply Last reply
    0
    • StockBullS Offline
      StockBullS Offline
      StockBull
      wrote on sidst redigeret af
      #3

      Just a moment...

      favicon

      (www.proinvestor.com)

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      0
      • StockBullS Offline
        StockBullS Offline
        StockBull
        wrote on sidst redigeret af
        #4

        Så det er hele biotech industrien som nu er lavere værdisat +40% lavere p.g.a de høje renter. Genmab kan selvfølgelig også være negativt påvirket af andet en renterne og dermed falde mere end NBI.

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        0
        • StockBullS Offline
          StockBullS Offline
          StockBull
          wrote on sidst redigeret af
          #5

          Så når renten falder vil NBI stige pænt og så burde Genmab følge med op. Gode Genmab pipeline nyt vil være ekstra crem.

          1 Reply Last reply
          0
          • S Offline
            S Offline
            Stroka
            wrote on sidst redigeret af
            #6

            God morgen 🙂

            1 Reply Last reply
            0
            • B Offline
              B Offline
              bibob
              wrote on sidst redigeret af
              #7

              God morgen. 🙂

              1 Reply Last reply
              0
              • E Offline
                E Offline
                E_L
                wrote on sidst redigeret af
                #8

                Tepezza was discussed quite a bit on the AMGN earnings call, would recommend reading eg via seekingalpha

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                0
                • E Offline
                  E Offline
                  E_L
                  wrote on sidst redigeret af
                  #9

                  https://www.fool.com/earnings/call-transcripts/2023/10/31/pfizer-pfe-q3-2023-earnings-call-transcript/ Pfizer (PFE) Q3 2023 Earnings Call Transcript 'They recently started two Phase 3 studies, one with tisotumab vedotin with -- in combination with pembrolizumab in advanced metastatic HER2-positive or HER2 bladder cancer. This is a program that we're very excited about. Already, tisotumab received previously breakthrough therapy designation in the U.S.'

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                  • E Offline
                    E Offline
                    E_L
                    wrote on sidst redigeret af
                    #10

                    Obviously, we remain very confident that we will close Seagen toward the end of this year, beginning next year. I should point it out there's a significant interest now in ADCs because of the potential that they could replace most of the chemotherapeutics in the future for most cancer types. Seagen, obviously, has a significant track record with
                    current approved ADCs from their laboratories.

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                    0
                    • P Offline
                      P Offline
                      peter12
                      wrote on sidst redigeret af
                      #11

                      Bladder mener jeg var der TV virkede bedst ? Men Seagen har deres egen ADC også i Bladder ?

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                      0
                      • E Offline
                        E Offline
                        E_L
                        wrote on sidst redigeret af
                        #12

                        i don't think there is currently a tisotumab trial on bladder cancer. We know tissue factor is expressed on bladder tumors and we know from (the completed) InnovaTV 201 that TV had a high respons in bladder cancer, but i don't know of any plans of Ph3 trials for bladder.

                        1 Reply Last reply
                        0
                        • E Offline
                          E Offline
                          E_L
                          wrote on sidst redigeret af
                          #13

                          Maybe he made a mistake indeed and mixed it up with Enfortumab Vedotin which had very good bladder data at ESMO

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                          0
                          • E Offline
                            E Offline
                            E_L
                            wrote on sidst redigeret af
                            #14

                            Jyske still positive https://www.jyskebank.dk/wps/wcm/connect/jfo/2fa1f4e9-90e5-41c0-8af6-d8fd177bdf65/Danske+Aktier+Oktober+2023+færdig.pdf?MOD=AJPERES&CACHEID=ROOTWORKSPACE.Z18_P20418S0N05640Q0MBPDFT1PE7-2fa1f4e9-90e5-41c0-8af6-d8fd177bdf65-oK5iULz

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                            0
                            • troldmandenT Offline
                              troldmandenT Offline
                              troldmanden
                              wrote on sidst redigeret af
                              #15

                              Ja. Og jyske har PE 30 på 2023 forventning. De har PE 38 for novo 2023 forventninger. Novo kommer de dog til at justere op

                              1 Reply Last reply
                              0
                              • K Offline
                                K Offline
                                Klarussen
                                wrote on sidst redigeret af
                                #16

                                @thanks for the update E L on Jyske Banks recommendations 🙂

                                1 Reply Last reply
                                0
                                • E Offline
                                  E Offline
                                  E_L
                                  wrote on sidst redigeret af
                                  #17

                                  TIVDAK Q3 '23
                                  $23mn , $64mn YTD 'TIVDAK growth reflects continued uptake in its current indication.' https://www.businesswire.com/news/home/20231101283813/en/Seagen-Third-Quarter-2023-Financial-Results-Reflect-Strong-Product-Sales-Growth-and-Significant-Portfolio-and-Pipeline-Progress

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                                  0
                                  • E Offline
                                    E Offline
                                    E_L
                                    wrote on sidst redigeret af
                                    #18

                                    so we should end up ~$90mn for the year, not bad for the current
                                    indication.

                                    1 Reply Last reply
                                    0
                                    • L Offline
                                      L Offline
                                      lahn1
                                      wrote on sidst redigeret af
                                      #19

                                      Hvad er Gmabs royalty på TV?

                                      1 Reply Last reply
                                      0
                                      • B Offline
                                        B Offline
                                        bikube
                                        wrote on sidst redigeret af
                                        #20

                                        Er det fordi renten i USA vender ned, at kursen nu endelig vender op?

                                        1 Reply Last reply
                                        0
                                        • StockBullS Offline
                                          StockBullS Offline
                                          StockBull
                                          wrote on sidst redigeret af
                                          #21

                                          50%

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                                          0

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