Genmab — Marts 2024
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Rente? Der skal tillid til at GEN kan smide penge på bunden. Den er der ikke nu
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@US_FDA
approves #Amivantamab WITH #CHEMOTHERAPY for #1stLine treatment of advanced non-small cell #LungCancer with #EGFR #Exon20 mutations.Approval based on #Papillion trial https://twitter.com/RManochakian/status/1763620782834418055
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"Amivantamab is a fully human bispecific antibody. In July 2012, Genmab entered into a collaboration with Janssen Biotech, Inc. (Janssen) to create and develop bispecific antibodies using Genmab's DuoBody
technology platform. Janssen is responsible for the development and commercialization of amivantamab". -
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Transactions with shares and linked securities in Genmab A/S made by managerial employees and their closely associated persons https://www.proinvestor.com/investornyt/1126030/transactions-with-shares-and-linked-securities-in-genmab-a-s-made-by-managerial-employees-and-their-closely-associated-persons
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JNJ: RYBREVANT
(amivantamab-vmjw) in Combination With Chemotherapy Is the First FDA Approved Therapy for First-line Treatment of Patients With Non-Small Cell Lung Cancer with EGFR Exon 20 Insertion Mutations https://www.jnj.com/media-center/press-releases/rybrevant-amivantamab-vmjw-in-combination-with-chemotherapy-is-the-first-fda-approved-therapy-for-first-line-treatment-of-patients-with-non-small-cell-lung-cancer-with-egfr-exon-20-insertion-mutations -
JNJ har udtalt at de går efter hele egfr markedet ved at tage markedsandele fra Tigresso (AstaZenaca), der omsætter for ca $6 bn årligt. De første data vi så for nylig i JNJs kombi forsøg, hvor Rybrevant var det ene stof, var ikke helt overbevisende/understøttende for at kunne nå det mål. Tigresso er ikke godkendt i exon 20 mutationen.
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Et lidt andet perspektiv på den påståede grådighed findes på side 109-111 i årsrapporten. Samlet set koster løn, bonus, resticted stocks mv til bestyrelsen og Excecutive management (8 personer) i 2023 i alt 174 mio dkk eller svarende til under 3 kr pr aktie vi ejer https://ir.genmab.com/static-files/85c13ec9-cebd-4a45-9be1-ecf50a112ca8
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