Genmab — Marts 2024

[lahn1]

Tak EL !

[SEACOP]

Supersupport, 12 mdr., med stor tak. Ingen bog, som er god, alt til det gode formål. (link)

[SEACOP]

Just a moment...

(www.proinvestor.com)

[E_L]

UBS analyst Xian Deng Reiterates Buy Rating on Genmab A/S (PT 2800) https://www.streetinsider.com/Intl+Ratings/UBS+Reiterates+Buy+Rating+on+Genmab+AS+(GEN%3ADC)+(GMAB)/22976308.html

[E_L]

and i think Sachin Jain from
Bank of America Securities
Reiterated Buy Yesterday (PT Kr.255.33 mistaken again, must probably be Kr 2553.3)

[ProinvestorNEWS]

Aktier/middag: Mærsk til bunds efter broulykke i USA - Genmab og Danske topper https://www.proinvestor.com/investornyt/1136612/aktier-middag-maersk-til-bunds-efter-broulykke-i-usa-genmab-og-danske-topper

[gentogen]

Lidt speciel kommentar fra foregående link: Genmab ligger øverst på grund af lidt nyt fra USA, hvor FDA's rådgivende komite skal mødes. Vi ved ikke, om det handler om Genmab og selskabets nye produkt, det har på vej, Hexabody CD38, men det er der bare meget, der tyder på, at det gør, siger Lars Hytting.

[Bulder]

Ja, det måtte Hytting da gerne uddybe lidt, hvad det er der tyder på at fda skal snakke om hex38.

[E_L]

-Use of Minimal Residual Disease as an Endpoint in Multiple Myeloma Clinical Trials

https://www.federalregister.gov/documents/2024/03/26/2024-06314/oncologic-drugs-advisory-committee-notice-of-meeting-establishment-of-a-public-docket-request-for

[E_L]

i don't see Genmab mentioned anywhere, but that is offcourse what they would want to get a potential speedy approval for hexabody-cd38

[Bulder]

Yes Frontrunner prg together with MRD- neg could speed up the process.

[Sukkeralf]

But again strange that Hytting immediately thinks Genmab and HexCD38.....orthers could use them same. But nice if Genmab push FDA for that cause then they still cheer for this mighty trigger

[Sukkeralf]

Do the current phase 1/2 trial have enough patients to get approval in some later line if data looks good?

[E_L]

Hytting may have heard it from someone? i doubt it is a problem to mention a participation in such a meeting?

[E_L]

they are looking to enroll +- 250 patients , i guess that could be enough, but i don't know how many are in each arm so too hard to tell?

[JørgenVarnæs]

Hey - maybe GEN could use some of that surplus stockholder funds to buy back the cd38 rights from that verkakte licensing deal with J&J….

[E_L]

meanwhile EPCORE NHL-1 seems fully recrtuited at +- 160patients less then anticipated -which i guess is a nice cost saving https://classic.clinicaltrials.gov/ct2/history/NCT03625037?A=25&B=26&C=merged#StudyPageTop

[E_L]

Truist securities maintains Buy on Genmab, maintains $50 price target

[Solsen]

Vi er på vej imod de $50

[Sukkeralf]

Kun ca 60% stigning endnu