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Kollaps
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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
    #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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    • 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 🙂

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        • B Offline
          B Offline
          bibob
          wrote on sidst redigeret af
          #7

          God morgen. 🙂

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          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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            • 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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                • 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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                  • 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.

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                    • 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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                        • 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

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                          • K Offline
                            K Offline
                            Klarussen
                            wrote on sidst redigeret af
                            #16

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

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                            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.

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                                0
                                • L Offline
                                  L Offline
                                  lahn1
                                  wrote on sidst redigeret af
                                  #19

                                  Hvad er Gmabs royalty på TV?

                                  1 Reply Last reply
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                                  • 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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                                      • StockBullS Offline
                                        StockBullS Offline
                                        StockBull
                                        wrote on sidst redigeret af
                                        #22

                                        Genmab omsatte for 332 mil usd i 2022

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                                        • StockBullS Offline
                                          StockBullS Offline
                                          StockBull
                                          wrote on sidst redigeret af
                                          #23

                                          332 mil kr

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