Genmab — Januar 2024

[Plimsoller]

Let's see JV. If I get
a reply I will of course share.

[JørgenVarnæs]

Thx

[Bulder]

Dem der gerne vil have aktien, de køber alle på lukkeauktionen.

[lahn1]

Er der mig, eller var der liiidt styrke i aktien idag ? Vil være dejlig hvis vi kan komme i 2000 inden regnskab og få en buffer ned til 1901 når markedet bliver åhh så overraskede over ny højere omkostninger til de mange ph3 trials

[w]

Kan være markedet har ændret holdning til dyre fase 3 forsøg i positiv retning,
efter voldgiften

[Solsen]

Mon ikke man vil nervøs indtil regnskab og specielt guidance foreligger. Man anser jo R&D for en katastrofe.

[lahn1]

Jo fase 3 forsøgene er jo en nødvendighed, særligt nu da voldgiften er tabt og burde blive belønnet som et fremskridt. Gmab skal jo bare huske at highlighte deres succesrate. Så bliver det jo så godt som money in the bank Men guidance skal helst bekræfte den fortsat kraftige vækst

[bikube]

Både Genmab og Novo fortsatte op i USA

[E_L]

from
Scancell Interim Results for the six months ended 31 October 2023- Antibodies:
• Development of SC129, out licensed to Genmab, continues on track towards potential clinical
development.
https://www.scancell.co.uk/Data/Sites/1/media/publications/rns/2024/scancell-interim-results-31-october-2023.pdf

[E_L]

Novel Cervical Cancer Treatments in Clinical Trial https://news.med.miami.edu/novel-cervical-cancer-treatments-in-clinical-trial/ “The antibody drug conjugate tisotumab vedotin-tftv has also gained approval and became a standard-of-care therapy this year. This therapy extends survival significantly,” said Dr. Sinno.

[E_L]

Pfizer
earnings later today will give us full year Tiso sales

[E_L]

Tivdak had list price changes this year of 3,90% 30-3-2023
and 3,90%
28-9-2023

[E_L]

so, pfizer reports $4mn for Tivdak under Represents revenues from legacy Seagen products subsequent to the acquisition on December 14, 2023. So now we have to find the remainder of the quarter 4 sales somewhere lol, Seagen doesn't report anymore

[M_T_A]

Pfizer skriver at FDA har accepteret Tivdak sBLA ansøgning om konvertering fra "accelerated approval" til fuld godkendelse med priority review og PDUFA dato d. 9 maj, se link side 8. 2024.https://s28.q4cdn.com/781576035/files/doc_financials/2023/q4/Q4-2023-PFE-Earnings-Release.pdf

[lahn1]

Håber det giver himmelfart til kursen

[Plimsoller]

Svar fra Andrew Carlsen angående stilleperioden "Our quiet period before earnings is still 2 weeks and has not been extended to 4 weeks with the US listing."

[E_L]

thanks Plimsoller

[Plimsoller]

You are welcome.

[JørgenVarnæs]

Egentlig en meget subtil måde at spørge “hvad f#€&”€en i h#€”&€&€lvede foregår der!?”

[Sukkeralf]

Maybe not a good sign: