Genmab — Marts 2024

[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

[Bulder]

Spøjst, der blev smidt en klump på 8,5k i minuttet inden lukkeauktionen, hvilket fik den til at droppe med en 10’er. Åbenbart en sælger, der ikke nåede at blive helt færdig.

[JørgenVarnæs]

fra recap over dagens handel: "Tirsdag morgen forlød, at et rådgivende komité hos de amerikanske sundhedsmyndigheder mødes 12. april, hvilket markedet tolkede positivt i forhold til Genmab."

[E_L]

Morgan Stanley maintains Genmab Underweight rating, $32 price target

[E_L]

popular day for analysts lol

[E_L]

i saw that 1/2 an hour ago, so that might have been you sell Bulder

[Sukkeralf]

Does anybody know if Janssen still have shares in Genmab?

[Sukkeralf]

If JNJ is ever going to make an attempt to buy Genmab it will be this year I guess (not a big believer although).

[JørgenVarnæs]

agenda for fda/mrd mødet kan ses her - https://www.regulations.gov/document/FDA_FRDOC_0001-12850

[ProinvestorNEWS]

Tirsdagens aktier: Genmab og banker trak op - Mærsk faldt efter broulykke i USA - https://www.proinvestor.com/investornyt/1136856/tirsdagens-aktier-genmab-og-banker-trak-op-maersk-faldt-efter-broulykke-i-usa-korr

[Sukkeralf]

1. They of course is still interested in royalties from daratumumab. 2) They have interest in CD20/CD3 as they got Xencors CD20/CD3 after Novartis discontinued it and they have worked with Abbvie before (Ibrutinib). 3) They have had massive success with the DuoBody platform 4) If HexCD38 should avoid the serious adverse events when compared to Darzalex FasPro and activity superior they might go for Genmab before opt in (if they want to opt in).

[Sukkeralf]

Genmab have some checkpoint inhibitors in the making - a space that JNJ so far has not succeeded in. So if Jans words "The best is still to come" is about letting go of Genmab we could still see JNJ and Abbvie fight for it (or maybe even Pfizer). Far out I know but
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