Genmab — November 2023
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Collaboration revenue
was DKK 332 million in 2022 compared to
DKK 20 million in 2021. The increase of DKK
312 million was primarily driven by increased
sales of Tivdak and also includes a one-off
payment due from Seagen of DKK 112 million
(approximately USD 15 million) which reflects
Genmab’s share (50%) of payments received by
Seagen in connection with the sublicense of its
rights to develop and commercialize tisotumab
vedotin in China to Zai -
Godmorgen
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En anden ting markedet / analytikerne nok overser/glemmer er at Genmab stadig pumper penge i tivdaq men som salget stiger og udgifter til kliniske studier falder vil profit margen stige fra år til år fremadrettet. Anatytikerne ser alt for negativt på her og nu omkostninger som jo er investering i fremtiden.
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Novo har startet et fase 1 studie op med et antistof rettet mod cancer. Ehh okay. Har de en ny aftale med Genmab eller hvor kommer det antistof fra. Nogen der ved det?
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Hov ikke cancer. CV
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De har startet et andet fase 1 op med nyt stof mod cancer. In September 2023, Novo Nordisk initiated a phase 1 trial with STAT3, an immuno-oncology target with the goal of
silencing STAT3 in tumor-associated immune cells.
andet cancer -
Det er via deres 2021 opkøb af Dicerna og deres Rnai platform. Så novo er nu med i Rnai feltet
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Cervical cancer drug raises survival rate by 30% compared to chemotherapy: ‘Game-changer’
TIVDAK's bombshell results in phase 3 trial change the 'standard of care,' says lead researcher https://www.foxnews.com/health/cervical-cancer-drug-increased-survival-rate-30-percent-chemotherapy-game-changer -
Der kan laves nok så mange sammenligninger ed diverse kurser i 2021-22-23. Det helt essentielle for Genmab nu er, at Hexabody CD38 kommer på markedet. Genmab har brug for en stor cash cow, da patentet på Darzalex nærmer sig udløb. Derfor er det langt mere væsentligt end renterne.
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Det altid relevant og sammenligne / backteste kurs historik samt granske nøgletallene. Det er lige præcis det det handler om hvis man vil være stockpicker og samle undervurderede aktier op. Om JNJ opter in er interessant men ikke afgørende for Genmabs fremtid. Det vigtigste er, at data på mindst 2 af deres 2 top kandidater lander inden for skiven. Aktier som er undervurderet i.f.t nøgletal og fremtidigt salgspotentialeer altid interessante.
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