Genmab — Februar 2024

[JørgenVarnæs]

Better deals were possible every step of the way

[JørgenVarnæs]

GEN hasn't missed one single step in messing up values

[Sukkeralf]

I think you are unbelievable harsh in your criticism of Genmab JV - its still one of the most successful biotechs in Europe

[JørgenVarnæs]

Seriously - take out dara and cash from the valuation and you are left with dust and tubleweeds. Is that the hallmark of a successful R&D organization?

[JørgenVarnæs]

Its time GEN starts earning its keep for the shareholders

[Bulder]

You cannot put a finger on the Scientific side of genmab. It’s been an unprecedented world class succes. Their wiilingness to pay out to shareholders however is far from satisfying.

[JørgenVarnæs]

Please note, that I'm not questioning the quality of the research - I'm questioning the business decisions following the research

[JørgenVarnæs]

Am I completely wrong in saying, that the current GEN valuation is made up ENTIRELY from cash and expected dara-derived royalties?

[Bulder]

Genmab is not to be blamed for the current Price. It’s not Long ago it was +3000. Business hasn’t changed since then.

[JørgenVarnæs]

No? I beg to differ

[JørgenVarnæs]

When Verdult says he still has respect for GEN leadership - but dara has been gifted to the partner and hexacd38 is closed country, he is really saying - there is not much respect left

[E_L]

GEN1046 Safety Trial has gone from Recruiting -to - Active, not recruiting https://classic.clinicaltrials.gov/ct2/history/NCT03917381?A=26&B=27&C=merged#StudyPageTop

[Teller]

To be honest - My greatest concern is the deal made on super Dara. Was the same lawyers used for this deal??

[w]

i asked Carlsen about this, regarding a sub version

[w]

Hi Martin,
Hexabody CD38 is currently intravenous but can be made to SC by JnJ

[Teller]

You not only have to be a good scientist and be able to develop new and wonderful drugs. You also and importantly have to be extremely "Street-smart" in a legal sense.

[gdn55]

Er dette ikke en dansk chat?

[Bulder]

Sc hex 38 er i hvert fald et nyt statement. Winkel er blevet spurgt flere gange, og sagt, at det var for tidligt at afgøre.

[KWC]

Konkurence ? https://www.biospace.com/article/gsk-s-blenrep-scores-phase-iii-win-in-multiple-myeloma/?utm_campaign=Daily Social | News&utm_content=281354534&utm_medium=social&utm_source=facebook&hss_channel=fbp-10530620221

[KWC]

GSK’s Blenrep Combo Scores Phase III Win in Multiple Myeloma