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  4. Genmab — Februar 2024

Genmab — Februar 2024

Planlagt Fastgjort Låst Flyttet Genmab
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  • JørgenVarnæsJ Offline
    JørgenVarnæsJ Offline
    JørgenVarnæs
    wrote on sidst redigeret af
    #102

    Jamen, så ligger løsningen jo ligefor Solsen

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    0
    • JørgenVarnæsJ Offline
      JørgenVarnæsJ Offline
      JørgenVarnæs
      wrote on sidst redigeret af
      #103

      Interesting EL - still some life in the mab's / tabart development sphere

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      0
      • R Offline
        R Offline
        Raun
        wrote on sidst redigeret af
        #104

        @Solsen .... Er vitterlig ked af at du har fået den opfattelse at jeg skulle være mega negativ på aktien, hvilket jeg heller
        ikke kan forstå

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        0
        • S Offline
          S Offline
          Sukkeralf
          wrote on sidst redigeret af
          #105

          Jan blev på JP Morgan spurgt ind til om udviklingen i Genmab var afhængig af om Janssen tog optionen på hexCD38 - en gang udenomssnak gav det indtryk, at Genmab havde nok pipelineprojekter uden Janssen.

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          • JørgenVarnæsJ Offline
            JørgenVarnæsJ Offline
            JørgenVarnæs
            wrote on sidst redigeret af
            #106

            mon ikke Jan er blevet lidt håndsky efter tabet af faspro? Den slags løfter kan nemt medføre sagsanlæg

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            • SolsenS Offline
              SolsenS Offline
              Solsen
              wrote on sidst redigeret af
              #107

              Du skal ikke være ked af det Raun. Det er jo ikke et personligt angreb.

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              • S Offline
                S Offline
                Sukkeralf
                wrote on sidst redigeret af
                #108

                Håber at de får en stor spiller, hvis de har endnu et guldkorn i pipelinen. Synes stadig ikke de har erfaring nok til at løfte et kæmpe klinisk projekt alene eller sammen med BioNTech.

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                • JørgenVarnæsJ Offline
                  JørgenVarnæsJ Offline
                  JørgenVarnæs
                  wrote on sidst redigeret af
                  #109

                  tilsammen har de 2 en krigskasse, der kan løfte lidt af hvert. Ikke siden zalutumumab har GEN lagt "dollars to donuts" - og jeg har savnet vilje til udvikling fra GENs side

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                  • SolsenS Offline
                    SolsenS Offline
                    Solsen
                    wrote on sidst redigeret af
                    #110

                    Vi er nok alle irriteret over kursen ikke er over 3000. Aktiekursen har sit eget liv, som JW siger. Vi kan ikke pege på en præcis årsag til at kursen roder rundt hernede. I min optik er kursen for lav. Men hvornår det bliver bedre vil jeg ikke gætte på.

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                    • SolsenS Offline
                      SolsenS Offline
                      Solsen
                      wrote on sidst redigeret af
                      #111

                      Vilje til udvikling ? Kig på R&D omkostningerne.

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                      0
                      • JørgenVarnæsJ Offline
                        JørgenVarnæsJ Offline
                        JørgenVarnæs
                        wrote on sidst redigeret af
                        #112

                        Masser af R, begrænset D og tungetunge administrationsomkostninger

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                        0
                        • JørgenVarnæsJ Offline
                          JørgenVarnæsJ Offline
                          JørgenVarnæs
                          wrote on sidst redigeret af
                          #113

                          var det ikke Novod, der kaldte set-uppet for "døde penge"

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                          0
                          • E Offline
                            E Offline
                            E_L
                            wrote on sidst redigeret af
                            #114

                            the 50/50 split Genmab wants is a significant hurdle for partnerships with big pharma i believe. and very possibly one of the reasons some of the larger bi-specific deals we have seen over the last few months were not with genmab technology. But i can't blame them for pursuing 50/50, after what happened with JNJ, i would also not want to be in a position like that again...

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                            • JørgenVarnæsJ Offline
                              JørgenVarnæsJ Offline
                              JørgenVarnæs
                              wrote on sidst redigeret af
                              #115

                              But it's really not that hard - once you have run the safety/dose escalation part of the clinical development, you are in a very different place negotiation-wise. GEN has done very little of this. In fact, it seems they need to partner with other companies to have the necessary tech to even get programs into the clinic

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                              • S Offline
                                S Offline
                                Sukkeralf
                                wrote on sidst redigeret af
                                #116

                                If Genmab want and ADC for instance they need to partner up with a ADC company like everyone else

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                                0
                                • JørgenVarnæsJ Offline
                                  JørgenVarnæsJ Offline
                                  JørgenVarnæs
                                  wrote on sidst redigeret af
                                  #117

                                  Apart from hexa - when was the last time we saw results from the clinic on new programs?

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                                  0
                                  • S Offline
                                    S Offline
                                    Sukkeralf
                                    wrote on sidst redigeret af
                                    #118

                                    Thats a good thing I think - different targets needs different tech

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                                    • JørgenVarnæsJ Offline
                                      JørgenVarnæsJ Offline
                                      JørgenVarnæs
                                      wrote on sidst redigeret af
                                      #119

                                      how is KYSO the same as the need to enter 50/50 partnerships to get something off the ground?

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                                      • E Offline
                                        E Offline
                                        E_L
                                        wrote on sidst redigeret af
                                        #120

                                        on ADC; to be honest, i had expected something from their collaboration with Abbvie there, Jan was very enthusiastic at the time on Abbvie's ADC technology

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                                        0
                                        • E Offline
                                          E Offline
                                          E_L
                                          wrote on sidst redigeret af
                                          #121

                                          but we haven't seen anything with Abbvie really besides epco

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