Genmab — April 2024

[Helge_LarsenPI-redaktør]

Godmorgen

[bibob]

God morgen.

[Stroka]

God morgen

[LP90]

Godmorgen

[E_L]

Roche Ocrevus sales Q1 '24 CHF 1.658bn = +8% over Q1 '23

[E_L]

Ocrevus Q1 '23 was 1.636 and Q4 '23 was 1.614

[w]

kesimpta Q4
'23?

[Bulder]

641 mio $

[w]

tjek, tak

[Sukkeralf]

+8% seems wrong according to the numbers you mention

[E_L]

ok, i see. this is from today https://www.roche.com/investors/updates/inv-update-2024-04-24 and this from february https://assets.roche.com/f/176343/x/5a5b5d48d1/240201_ir_fy23_en.pdf

[E_L]

without looking into it i wonder if it could have anything to do with them reporting on the basis of constant exchange rate sales growth

[Solsen]

In number of pts treated it could perhaps be 0% for Ocrevus. I’ll try to find that later.

[Solsen]

We could very well se Kesimpta take market share from Ocrevus I belive.

[E_L]

ASCO Abstract title #

2533 Acasunlimab (DuoBody-PD-L1x4-1BB) alone or in combination with pembrolizumab (pembro) in patients (pts) with previously treated metastatic non-small cell lung cancer (mNSCLC): Initial results of a randomized, open-label, phase 2 trial. https://meetings.asco.org/abstracts-presentations/233961

[E_L]

ASCO Abstract title #6012 Tisotumab vedotin in head and neck squamous cell carcinoma: Updated analysis from innovaTV 207 Part C. https://meetings.asco.org/abstracts-presentations/234881

[E_L]

ASCO Abstract title #5531 Tisotumab vedotin in 2L/3L recurrent or metastatic cervical cancer: Subsequent therapy data from ENGOT-cx12/GOG-3057/innovaTV 301. https://meetings.asco.org/abstracts-presentations/234587

[E_L]

ASCO Abstract titles -9 Results for "epcoritamab" https://meetings.asco.org/abstracts-presentations/search?q=epcoritamab&filters={"meetingTypeName":[{"key":"ASCO Annual Meeting"}],"meetingYear":[{"key":"2024"}]}

[GeorgeBest]

Abstract # 2533 must the most exiting of these

[ProinvestorNEWS]

I
dag kl. 06:34 ∙ MarketWire

Kursmålet for aktien i Genmab er onsdag blevet skåret med 7 pct. til 2970 kr. fra førhen 3190 kr. af investeringsbanken HSBC.

Det fremgår af data fra Bloomberg News.

Anbefalingen af aktien fastholdes på "køb" af analytiker Yifeng Liu. Det nye kursmål indikerer da også fortsat et potentiale på hele 50 pct. i forhold til lukkekursen onsdag, da aktien faldt 1,8 pct. til 1972 kr.