Genmab — December 2023
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On the linvoseltamab data earlier by lahn ; all patients treated with 200 mg experienced an adverse event (AE), including 85% who experienced Grade ≥3 adverse events (AE). / Deaths due to treatment-emergent AEs on-treatment or within 30 days post last dose occurred in 14 patients (12%) https://investor.regeneron.com/news-releases/news-release-details/updated-linvoseltamab-pivotal-data-demonstrated-strong-rates-and
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In the corresponding ph 1-2 study of teclistamab responserates were slightly lover. AEs about the same. https://www.nejm.org/doi/full/10.1056/NEJMoa2203478
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Gad vide hvor meget af Genmabs cashbeholdning er i bonds. De fleste big tech firmaer invrestere deres store kontant beholdninger i bonds så d.v.s mega cash på deres balance i regnskabet. Med de rette bonds burde de kunne score 5% på bonds og den rentesammensætningseffekt bliver til mere og mere som årene går og vel derfor big tech handles til disse høje PE værdier på 50-100. Inden for big tech lader det til store kontant beholdninger medføre høj firma værdisætning.
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