Genmab — Februar 2024

[E_L]

don't know...

[E_L]

Circio is testing TG01 mutant RAS cancer vaccine in combination with daratumumab and nivolumab in non-small cell lung cancer (NSCLC) https://www.circio.com/en/the-first-patient-has-been-dosed-in-circios-tg01-triple-combination-study/

[havana]

Jeg har nogle 100'er GENMAB aktier fra 2009. De skal sælges i år kva min alder.
Skal jeg sælge inden årsregnskabet?

[Bella1]

Nå,nå, en god fredagsnyhed, - hvor langt skal vi så ned?

[lahn1]

Jeg håber så sandeligt at mine mabber er stegt en del inden året udgang. Ville måske sælge før Hex-CD38 H2H data i 2H-24, det kan jo gå begge veje.

[bikube]

Hvis jeg husker rigtigt, er det en 50/50 aftale, så er det da fint med Pfizer at dele med, de har muskler til at få det fremad.

[bikube]

havana - Jeg ville aldrig sælge alt på en gang, sælg evt. 20% hver anden måned, hvis du sælger alt nu, misser du måske et stort overskud.

[ProinvestorNEWS]

Tisotumab Vedotin Marketing Authorization Application Validated by European Medicines Agency for Treatment of Recurrent or Metastisk Cervical Cancer https://www.proinvestor.com/investornyt/1111713/tisotumab-vedotin-marketing-authorization-application-validated-by-european-medicines-agency-for-treatment-of-recurrent-or-meta

[ProinvestorNEWS]

Genmab: EMA vil behandle ansøgning om godkendelse af middel mod livmoderhalskræft https://www.proinvestor.com/investornyt/1111730/genmab-ema-vil-behandle-ansogning-om-godkendelse-af-middel-mod-livmoderhalskraeft

[Vitus]

Reagerer overhovedet ikke på det…..men der er jo heller ikke kommet noget penge i kassen på det endnu…

[E_L]

Abbvie reports Epkinly Q4 '23 US12 Intl 5 Total 17, Full year '23 : 26 / 5 / 31 . U.S. revenues reflect profit sharing. International revenues reflect product revenues as well as profit sharing from certain international territories. This compares to Q3 Genmab comment around $22 million in net sales for the quarter and $28 million year-to-date.

17

[Vitus]

Nå, den kunne godt reagere

[E_L]

So the US number we have to double I think, the International i am not sure. But since it is such a small number it won't matter much. So it is total 52 + 10 = 62 or 52 + 5 = 57 total (T)Epkinly for the year

[Solsen]

Wasnt the deal that Genmab report US sales ?

[Solsen]

This collaboration will provide for the joint development and commercialization of the three bispecific antibody therapeutic candidates. For epcoritamab, the companies will share commercial responsibilities in the U.S. and Japan, with AbbVie responsible for further global commercialization. Genmab will book net sales in the U.S. and Japan and receive tiered royalties on remaining global sales.

[E_L]

yes , so that is why they say 'U.S. revenues reflect profit sharing.', so i assume we need to double those. That makes sense also with last quarter; they reported 14 and Genmab said total was 28 (no international sales yet then)

[Solsen]

You are right off cause

[E_L]

Maybe the 5 for international is full international and they pay Genmab 2.5 from that. dunno.

[Solsen]

Until we get the Japan figures we vant calculate. But as you say - doesnt matter. On the other hand its hard to judge if its a success. So early in process.

[E_L]

New trial - Epcoritamab Compared to Observation for Treating B-cell Lymphoma Patients Not in Complete Remission After CD19-directed CAR-T Therapy -by 'Academic and Community Cancer Research United' https://clinicaltrials.gov/study/NCT06238648