Skip to content
FORSIDEN
Log ind Opret konto
  • Kategorier
  • Seneste
  • Etiketter
  • Populære
  • Verden
  • Bruger
  • Grupper
Temaer
  • Light
  • Brite
  • Cerulean
  • Cosmo
  • Flatly
  • Journal
  • Litera
  • Lumen
  • Lux
  • Materia
  • Minty
  • Morph
  • Pulse
  • Sandstone
  • Simplex
  • Sketchy
  • Spacelab
  • United
  • Yeti
  • Zephyr
  • Dark
  • Cyborg
  • Darkly
  • Quartz
  • Slate
  • Solar
  • Superhero
  • Vapor

  • Default (No Skin)
  • No Skin
Kollaps
  1. Debatforum
  2. Kategorier
  3. Genmab
  4. Genmab — Januar 2024

Genmab — Januar 2024

Planlagt Fastgjort Låst Flyttet Genmab
1.2k Indlæg 1 Posters 0 Visninger
  • Ældste til nyeste
  • Nyeste til ældste
  • Most Votes
Svar
  • Svar som emne
Login for at svare
Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • E Offline
    E Offline
    E_L
    wrote on sidst redigeret af
    #1186

    on B7H4 ; Pfizer bought a B7H4 ADC when they took over Seagen, so it must have been a strategic decision where they thought the ADC would be better.

    1 Reply Last reply
    0
    • E Offline
      E Offline
      E_L
      wrote on sidst redigeret af
      #1187

      novartis q4-2023-investor-presentation https://www.novartis.com/sites/novartis_com/files/q4-2023-investor-presentation.pdf 'Kesimpta® FY sales doubled (USD 2.2bn) and on track for USD 4bn peak
      based on compelling product profile'

      1 Reply Last reply
      0
      • S Offline
        S Offline
        Sukkeralf
        wrote on sidst redigeret af
        #1188

        Ahh - it was Q4 sales * 4 and then * 1,17 to get to 3 billion.

        1 Reply Last reply
        0
        • S Offline
          S Offline
          Sukkeralf
          wrote on sidst redigeret af
          #1189

          https://www.oncologypipeline.com/apexonco/esmo-2023-gsk-sets-pfizer-battle-b7-h4

          1 Reply Last reply
          0
          • S Offline
            S Offline
            Sukkeralf
            wrote on sidst redigeret af
            #1190

            Regarding B7H4 still not a good sign if Pfizer chooses ADC over CD3.

            1 Reply Last reply
            0
            • BulderB Offline
              BulderB Offline
              Bulder
              wrote on sidst redigeret af
              #1191

              So genmab royalty 1,5 bn dkk fy?

              1 Reply Last reply
              0
              • H Offline
                H Offline
                Hen
                wrote on sidst redigeret af
                #1192

                Denne artikels indhold har vist ikke været oppe at vende? https://seekingalpha.com/news/4060348-jj-seeks-expanded-fda-approval-of-darzalex-faspro-for-multiple-myeloma?mailingid=34178580&messageid=2900&serial=34178580.9845&utm_campaign=rta-stock-news&utm_content=link-3&utm_medium=email&utm_source=seeking_alpha&utm_term=34178580.9845

                1 Reply Last reply
                0
                • P Offline
                  P Offline
                  ProinvestorNEWS
                  wrote on sidst redigeret af
                  #1193

                  Genmab-partner har stor vækst i Kesimpta-salget https://www.proinvestor.com/investornyt/1110393/genmab-partner-har-stor-vaekst-i-kesimpta-salget

                  1 Reply Last reply
                  0
                  • E Offline
                    E Offline
                    E_L
                    wrote on sidst redigeret af
                    #1194

                    @ 08.46 -it means at a minimum that they perceive their ADC to be better then their bispecific, but i don't think we have seen data on either, so not sure how high the bar has been set.... that PF-07260437 stopped recruiting isn't really news, we mentioned it here a few months ago

                    1 Reply Last reply
                    0
                    • E Offline
                      E Offline
                      E_L
                      wrote on sidst redigeret af
                      #1195

                      that is news @Hen , this is the same from JNJ https://www.jnj.com/johnson-johnson-submits-supplemental-biologics-license-application-to-u-s-fda-seeking-approval-of-darzalex-faspro-daratumumab-and-hyaluronidase-fihj-based-regimen-for-the-treatment-of-patients-with-transplant-eligible-newly-diagnosed-multiple-myeloma

                      1 Reply Last reply
                      0
                      • L Offline
                        L Offline
                        lahn1
                        wrote on sidst redigeret af
                        #1196

                        Hvad er et realistisk potentiale for B-cell terapi i MS. Hvis Kesi pt har ca. 55-60% af B-cell terapi i MS, men kun 1/3 af pt. er på B-cell terapi.

                        1 Reply Last reply
                        0
                        • L Offline
                          L Offline
                          lahn1
                          wrote on sidst redigeret af
                          #1197

                          Hvad kan vi så forvente af peak Kesimpta sales ?

                          1 Reply Last reply
                          0
                          • E Offline
                            E Offline
                            E_L
                            wrote on sidst redigeret af
                            #1198

                            08:25 USD 4bn according to novartis

                            1 Reply Last reply
                            0
                            • L Offline
                              L Offline
                              lahn1
                              wrote on sidst redigeret af
                              #1199

                              Thx, so up to 40% of all MS pt. on Kesi 😮

                              1 Reply Last reply
                              0
                              • R Offline
                                R Offline
                                Riis7
                                wrote on sidst redigeret af
                                #1200

                                Hvad siger TA, er det snart tid til køb, man kan jo ta lidt profit fra Novo 😉

                                1 Reply Last reply
                                0
                                • R Offline
                                  R Offline
                                  Riis7
                                  wrote on sidst redigeret af
                                  #1201

                                  FA virker ikke Genmab pt

                                  1 Reply Last reply
                                  0
                                  • K Offline
                                    K Offline
                                    kkjoel
                                    wrote on sidst redigeret af
                                    #1202

                                    Flot iagttagelse.

                                    1 Reply Last reply
                                    0
                                    • K Offline
                                      K Offline
                                      kkjoel
                                      wrote on sidst redigeret af
                                      #1203

                                      Keep them coming - the Goldkorns!

                                      1 Reply Last reply
                                      0
                                      • K Offline
                                        K Offline
                                        kkjoel
                                        wrote on sidst redigeret af
                                        #1204

                                        Og for at svare på dit spørgsmål: JA. Det er NU du skal købe Genmab. Heeelt klar på TA. Måske. Men det kan godt være den falder lidt - eller måske - meget mere. Dog stadigvæk.

                                        1 Reply Last reply
                                        0
                                        • R Offline
                                          R Offline
                                          Riis7
                                          wrote on sidst redigeret af
                                          #1205

                                          Goldkorns are not, there is not much compounding in Genmab at the moment 🙂 respect for all your work and time you spend on Genmab EL, do you have other shares than Genmab and biotec
                                          shares?:-)

                                          1 Reply Last reply
                                          0

                                          Hello! It looks like you're interested in this conversation, but you don't have an account yet.

                                          Getting fed up of having to scroll through the same posts each visit? When you register for an account, you'll always come back to exactly where you were before, and choose to be notified of new replies (either via email, or push notification). You'll also be able to save bookmarks and upvote posts to show your appreciation to other community members.

                                          With your input, this post could be even better 💗

                                          Tilmeld Log ind
                                          Svar
                                          • Svar som emne
                                          Login for at svare
                                          • Ældste til nyeste
                                          • Nyeste til ældste
                                          • Most Votes


                                          • Log ind

                                          • Har du ikke en konto? Tilmeld

                                          • Login or register to search.
                                          Powered by NodeBB Contributors
                                          • First post
                                            Last post
                                          0
                                          • Kategorier
                                          • Seneste
                                          • Etiketter
                                          • Populære
                                          • Verden
                                          • Bruger
                                          • Grupper