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  4. Genmab — November 2023

Genmab — November 2023

Planlagt Fastgjort Låst Flyttet Genmab
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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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                • 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?

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                    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?

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                      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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                            0
                            • troldmandenT Offline
                              troldmandenT Offline
                              troldmanden
                              wrote on sidst redigeret af
                              #24

                              Genmab får ikke royalties af TV. De bogføre 50% af oms, men står så tilsvarende for udgifter til supply chain, salg og marketing og fortsættende kliniske studier. Så der er nok lidt vej endnu inden break even

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                              • StockBullS Offline
                                StockBullS Offline
                                StockBull
                                wrote on sidst redigeret af
                                #25

                                Ja hvis der kun er solgt for 64m usd for første 9 mdr når de nok ikke 332 mil kr for 2023 så tilbagegng i.f.t 2022

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                                0
                                • StockBullS Offline
                                  StockBullS Offline
                                  StockBull
                                  wrote on sidst redigeret af
                                  #26

                                  Men usd var også ret høj i 2022 så nok derfor de 332 mil

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                                  0
                                  • StockBullS Offline
                                    StockBullS Offline
                                    StockBull
                                    wrote on sidst redigeret af
                                    #27

                                    Eller er de 64 m usd til hver. Total 128 mil

                                    1 Reply Last reply
                                    0
                                    • L Offline
                                      L Offline
                                      lahn1
                                      wrote on sidst redigeret af
                                      #28

                                      Tak, det rigtigt 🙂 Seagen rapporterede 16$ M sidste pr samme Q , såå det er vel kun deres 50%, man rapporterer vel også kun de revenues man kan bogføre ift egne omkostninger?

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                                      0
                                      • BulderB Offline
                                        BulderB Offline
                                        Bulder
                                        wrote on sidst redigeret af
                                        #29

                                        Tivdak solgte i 2022 for 63 mio $. Så alene de 3 første kvt af 2023 er mere end 2022.

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                                        0
                                        • E Offline
                                          E Offline
                                          E_L
                                          wrote on sidst redigeret af
                                          #30

                                          Tisotumab Vedotin for Metastatic Cervical Cancer: Results From ESMO 2023 With Brian Slomovitz, MD https://oncdata.com/news/tisotumab-vedotin-for-metastatic-cervical-cancer-results-from-esmo-2023-with-brian-slomovitz-md-1 -nice, easy to read explanation

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