Genmab — Januar 2024

[ProinvestorNEWS]

Genmab tager skridt mod fuld godkendelse af middel mod livmoderhalskræft i USA https://www.proinvestor.com/investornyt/1100966/genmab-tager-skridt-mod-fuld-godkendelse-af-middel-mod-livmoderhalskraeft-i-usa

[Helge_LarsenPI-redaktør]

Godmorgen

[Stroka]

God morgen

[E_L]

EDITED TRANSCRIPT
JNJ.N - Johnson & Johnson at JPMorgan Healthcare Conference
JANUARY 08, 2024 https://www.investor.jnj.com/files/doc_events/2024/Jan/08/jnj-usq_transcript_2024-01-08-final.pdf

[E_L]

BioNTech presentation @ J.P. Morgan
Healthcare Conference
Prof. Ugur Sahin, M.D.
9 January 2024 https://investors.biontech.de/static-files/91096519-e8d6-4f64-8c59-2f5557503fbf -->confirms HexaBody-OX40 is next , GEN1055 /
BNT315

[E_L]

as rumoured here on PI - 6/12 12:37
af E L
ESMO Immuno-Oncology 2023 Poster online- HexaBody-OX40, a novel Fc_ receptor crosslinking-independent OX40-targeting antibody, exhibits agonistic activity in vitro and antitumor activity in vivo (link) "A first-in-human clinical trial is planned " I am assuming this is the #6 in the BioNTech cooperation.

[gentogen]

Thanks.From the transscript about Dara: "we think we still have 50% of the market to be able to expand"...

[E_L]

yes, i think an important worry for the analysts over the last 2, 3 years was; will the new drugs, Tec, Tal, Carvykti replace Dara, and time after time JNJ keep repeating it will not; it is complimentary. It is a shame they never give an estimate for peak sales for Dara though

[E_L]

GENMAB,
Success-story danoise https://www.strike-magazine.fr/genmab/

[E_L]

Notre objectif de cours est de 3 040 DKK, i thought SocGen used to be much lower

[E_L]

Julie Blaedel from Genmab and Michael Moran from AbbVie Discuss the Conditional EC Approval of TEPKINLY in a Stimulating Conversation with PharmaShots https://pharmashots.com/16698/julie-blaedel-from-genmab-and-michael-moran-from-abbvie-discuss-the-conditional-ec-approval-of-tepkinly-in-a-stimulating-conversation-with-pharmashots

[E_L]

Xeris Biopharma Enters Into an Exclusive Worldwide License Agreement for Xeriject Formulation of Teprotumumab https://www.xerispharma.com/news-releases/news-release-details/xeris-biopharma-enters-exclusive-worldwide-license-agreement

[kkjoel]

Åh, åhhh - så skal vi igen frastjæles vort stof når patentperioden udløber.. da det naturligvis er et heeeeelt nyt stof, Amgen/Xeris vil udvikle fra scratch til sc. Til den tid (1 dag efter patentudløb) vil d
e ingen anelse have om hvad Tepezza er!

[E_L]

it is not really that newsworthy in the sense that they have been developing subc for > 3 years.. they tried with Halozyme as well

[Pensionisten]

Min portefølje hvisker til mig, at den gerne snart ser Genmab aktien overraske positivt Jeg kunne godt frygte et stort kursfald, hvis voldgiften tabes. Det vil, i.m.h. bekræfte, at Genmab ikke har styr på deres licensaftaler. Håber absolut, at det ikke sker. Men jeg er nok knapt så optimistisk som andre, omkring kursudviklingen , ved tabt voldgift

[gdn55]

Det ved vi godt, håber du sover godt om natten, ellers sælg.

[Pensionisten]

Meget begavet kommentar, @gdn55. Iøvrigt sover jeg fortræffeligt, od har heldigvis en portefølje, der store træk, arter sig pænt. Men det skal ikke afholde mig fra, at komme med mit syn på Genmab sktien

[Pensionisten]

Og beklager trykfejlene

[JKY_VH]

min siger, at den er klar til et take-over;-)

[Pensionisten]

@JKY_VH Måske, men det er faktisk ikke mit håb.