Genmab — April 2024

[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.

[ProinvestorNEWS]

HSBC har haft en købsanbefaling af aktien i Genmab siden juli sidste år, da kursen på aktien lå i 2625 kr.

Der er registreret 27 finanshuses anbefalinger af aktien i Genmab ifølge Bloomberg News. Heraf er 16 positive, syv er neutrale, og fire er negative.

Det gennemsnitlige kursmål er samtidig på 2368 kr., hvilket peger i retning af et kurspotentiale på 20 pct.

.\˙ MarketWire

[Klarussen]

Det er diskutabelt

[E_L]

Jan is in China https://www.suzhou.gov.cn/szsrmzf/szyw/202404/cca1b7c983244a14a45bd19455bc1b98.shtml

[E_L]

Teknisk: Det endelige positive brud lader vente på sig for Genmab https://ugebrev.dk/flashnews/teknisk-det-endelige-positive-brud-lader-vente-paa-sig-for-genmab/ - i draw my lines a bit different, but it is an opinion..

[E_L]

Goldman Sachs sänker riktkursen för Genmab till 2 218 danska kronor (2 284), upprepar neutral - BN (Finwire)
2024-04-25 06:30 https://www.placera.se/placera/telegram/2024/04/25/genmab-goldman-sachs-sanker-riktkursen-for-genmab-till-2-218-danska-kronor-2-284-upprepar-neutral-bn.html

[E_L]

Sanofi Sarclisa Q1 '24 €106mn https://ml-eu.globenewswire.com/Resource/Download/ca345f70-58d6-4aa7-a4b1-8b6b43551051

[E_L]

Keytruda sales
$

6,947 . for 1 quarter...

[Solsen]

Spectacular !

[E_L]

this may be useful for future
Congress Presentations - hint you are a US healthcare professional https://www.genmabmedicalaffairs.com/congress