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  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
    #1463

    Men har svært ved at se at earnings skulle kunne stige i H1-2024 i US med de nu høje renter som bider mere og mere.

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    • StockBullS Offline
      StockBullS Offline
      StockBull
      wrote on sidst redigeret af
      #1464

      Tror dog godt big pharma inklusiv Genmab kan stige i H1-2024 da de aktier har fået en del tæsk i 2023 og ser kommer vel en sektor rotation over de defensive aktier snart ligesom man kan se obligationer er begyndt at stige

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      • E Offline
        E Offline
        E_L
        wrote on sidst redigeret af
        #1465

        we just had a 5.2% print on US GDP...makes it a bit hard to see that recession atm...

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        • E Offline
          E Offline
          E_L
          wrote on sidst redigeret af
          #1466

          New trial: Safety and Preliminary Efficacy of BNT314 With or Without an Immune Checkpoint Inhibitor in Cancer Patients With Malignant Solid Tumors https://clinicaltrials.gov/study/NCT06150183 (GEN1059 = BNT314

          DuoBody-EpCAMx4-1BB
          )

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          • S Offline
            S Offline
            Sukkeralf
            wrote on sidst redigeret af
            #1467

            https://www.janssen.com/johnson-johnson-highlights-its-preeminent-leadership-hematology-through-differentiated-blood-cancer

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            0
            • S Offline
              S Offline
              Sukkeralf
              wrote on sidst redigeret af
              #1468

              Janssen ASH

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              • P Offline
                P Offline
                Pensionisten
                wrote on sidst redigeret af
                #1469

                Det var da godt nok noget af en smøre, @Sukkeralf. Og hvis de så kunne starte med at oplyse, at Genmab har vundet ankesagen - så kunne det jo blive ligefremt dejligt 😄

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                • S Offline
                  S Offline
                  Sukkeralf
                  wrote on sidst redigeret af
                  #1470

                  Ja de fylder godt - mangler lige epcoritamab

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                  • S Offline
                    S Offline
                    Sukkeralf
                    wrote on sidst redigeret af
                    #1471

                    Spændende med deres trispecifikke antistof JNJ-79635322 - en mulig arvtager til Tec+Tal. Mon det er deres egen teknologi?

                    1 Reply Last reply
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                    • StockBullS Offline
                      StockBullS Offline
                      StockBull
                      wrote on sidst redigeret af
                      #1472

                      Yes correct EL. GDP for Q3 was very high but many CEO guided lower earnings in Q4. Usually in high interest environment GDP drop with 2-3% per Q so maybe 2.5% in Q4 and -0.5% in Q1-2024. Time will show. So Q4 / annual reports and 2024 guiding for 2024 thats coming in January to February will be very interesting for the marked.

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                      • StockBullS Offline
                        StockBullS Offline
                        StockBull
                        wrote on sidst redigeret af
                        #1473

                        Men ja, også muligt Joe Biden fortsætter med at stimulere økonomien med store summer og derved kan holde ernings oppe. Men så kommer renten jo ikke ned hvis økonomien er er i top og alle har jobs. Den høje rente vil bare gøre USAs gæld større og større og koste ca. 1.5T per år i renter. Det er jo fordi Biden stort set bare har fortsat covid stimulus at gælden vokser vildt og nu ikke kan tæmmes. Hele lokummet kan vælte som i 2009.

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                        0
                        • Helge_LarsenPI-redaktørH Offline
                          Helge_LarsenPI-redaktørH Offline
                          Helge_LarsenPI-redaktør
                          wrote on sidst redigeret af
                          #1474

                          Godmorgen 🙂

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                          0
                          • S Offline
                            S Offline
                            Stroka
                            wrote on sidst redigeret af
                            #1475

                            God morgen. 🙂

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                            • B Offline
                              B Offline
                              bibob
                              wrote on sidst redigeret af
                              #1476

                              Blenrep. https://firstwordpharma.com/story/5804061?from=article

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                              0
                              • B Offline
                                B Offline
                                bibob
                                wrote on sidst redigeret af
                                #1477

                                Just a moment...

                                favicon

                                (firstwordpharma.com)

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                                • E Offline
                                  E Offline
                                  E_L
                                  wrote on sidst redigeret af
                                  #1478

                                  nejm -Amivantamab plus Chemotherapy in NSCLC with EGFR Exon 20 Insertions
                                  https://www.nejm.org/doi/full/10.1056/NEJMoa2306441

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                                  • E Offline
                                    E Offline
                                    E_L
                                    wrote on sidst redigeret af
                                    #1479

                                    on Blenrep i really need to see the data first; there is a chance some Dara refractory patients were included, which we know would disadvantage the Dara arm in the trial. Need to see if that is the case.

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                                    • E Offline
                                      E Offline
                                      E_L
                                      wrote on sidst redigeret af
                                      #1480

                                      Otherwise it would possibly be more advantageous for Teclistamab then for Blenrep due to Blenrep toxicities.

                                      1 Reply Last reply
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                                      • E Offline
                                        E Offline
                                        E_L
                                        wrote on sidst redigeret af
                                        #1481

                                        Also, JNJ have in trial Dara + Teclistamab, which will likely be even better then the Dream 7 combo

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                                        • BulderB Offline
                                          BulderB Offline
                                          Bulder
                                          wrote on sidst redigeret af
                                          #1482

                                          In Majestec 1 tec+dara had 63% ORR and 39% CR in 4. Line. The ph 3 study is 2.-4. Line.

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