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  4. Genmab — Januar 2024

Genmab — Januar 2024

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • 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.

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    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

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      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.

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        • 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

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            • 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

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              • 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

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                • 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

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                  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.

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                    • L Offline
                      L Offline
                      lahn1
                      wrote on sidst redigeret af
                      #1197

                      Hvad kan vi så forvente af peak Kesimpta sales ?

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                      0
                      • E Offline
                        E Offline
                        E_L
                        wrote on sidst redigeret af
                        #1198

                        08:25 USD 4bn according to novartis

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                        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

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                              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!

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                                  • 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.

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                                    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
                                      • B Offline
                                        B Offline
                                        bikube
                                        wrote on sidst redigeret af
                                        #1206

                                        "Lundbech slår ikke placebo med middel fra Genmabsamarbejdet" siger MedWatch

                                        1 Reply Last reply
                                        0
                                        • E Offline
                                          E Offline
                                          E_L
                                          wrote on sidst redigeret af
                                          #1207

                                          they will have a conf call in 30 mins on it , via

                                          • Lundbeck announces supportive phase II results with Lu AF82422 in the treatment of Multiple System Atrophy from the AMULET trial https://news.cision.com/h--lundbeck-a-s/r/lundbeck-announces-supportive-phase-ii-results-with-lu-af82422-in-the-treatment-of-multiple-system-a,c3920120
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                                          0

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