Genmab — Januar 2024

[ProinvestorNEWS]

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

[E_L]

@ 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

[E_L]

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

[lahn1]

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.

[lahn1]

Hvad kan vi så forvente af peak Kesimpta sales ?

[E_L]

08:25 USD 4bn according to novartis

[lahn1]

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

[Riis7]

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

[Riis7]

FA virker ikke Genmab pt

[kkjoel]

Flot iagttagelse.

[kkjoel]

Keep them coming - the Goldkorns!

[kkjoel]

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.

[Riis7]

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?:-)

[bikube]

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

[E_L]

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

[Bella1]

Riis, du ser på hullerne i osten, - elsker dem ligefrem? Det er OSTEN det handler om, og den lagres som den skal. Var der forresten ikke noget om , at du solgte din ost, og ville genkøbe omkring de 1600? I så fald tror jeg du må nøjes med ris...;-)

[gdn55]

God beskrivelse Bella 1

[gentogen]

Jeg kom lidt sent på, men de lyder jo ret optimistiske: "deinititely slowing progression" med "the only dataset in thje world" og "many, many,possibilities" og "important for the company" (men jeg hørte ikke det første og vigtigste)

[E_L]

yea, i am a bit confused, when i first read ' no statistically significant difference between Lu AF82422 and placebo ' , i thought study failure, but they sound optimistic indeed and keen on talking to regulators to start registrational trials

[Solsen]

Kesimpta er outstanding og gør virkelig en forskel for RRMS petiemter. Bedre kan det ikke gøres !