Genmab — Maj 2024

[StockBull]

Godmorgen @solsen 1600. Problemet med analytiker kursmål er at vi for det meste ikke ved hvad de har indregnet i deres mål med mindre man har adgang til hele analysen som der generelt kan være meget forskel på fra 1 side til 30 sider. Hvor meget renten vægter o.s.v. Nogle analytikere ved en del om Genmab og andre meget lidt.

[Vougeot]

Træerne vokser desværre ikke ind i himlen

[Riis7]

dead cat bounce

[Vitus]

Ikke overrasket….

[royal]

Gevinst hjemtagning. Lille omsætning. Den retter sig nok senere idag.

[Vitus]

De der tager gevinst i Genmab har forhåbentlig tagetbden

[E_L]

Rome lung cancer summit
https://twitter.com/StephenVLiu/status/1787396191535112279/photo/2

[Vitus]

Tager den for længe siden….

[lahn1]

What are they saying EL ?

[E_L]

he mentions acasunlimab / GEN1046
but most of the other drugs he mentions on that slide have discontinued development; showing what a difficult area it is to succeed.

[E_L]

here tisotumab mentioned as NSCLC drug, doubt it , but who knows
https://twitter.com/StephenVLiu/status/1787419518131654815/photo/2

[GeorgeBest]

Hvis I har en LinkedIn profil, vil jeg anbefale at følge Claus Johansen. Han har mange gode indlæg om sundhedsaktier, deriblandt Genmab

[E_L]

https://investors.biontech.de/static-files/c8ca4858-2a59-45ab-bc43-6b1df6e3e784 biontech Q1 '24 presentation

[Solsen]

5 fællesprogrammer/-stoffer med Genmab. Imponerende og se deres optag af pts i forsøg. Det er nu Biontech ruller deres forsøg ud,

[lahn1]

Thx EL do we expect NSCLC data this side of summer ?

[E_L]

I doubt that, we will get cervical & head and neck cancer at ASCO though. head and neck should be the next area to go into; they said they will speak with regulators about the next steps for that

[E_L]

i would be surprised to see them go further with NSCLC, there is so much competition there... but i don't mind being surprised I would have expected ovarian cancer to be more logical

[Solsen]

If they se a chance they will persue it. Huge market.

[ProinvestorNEWS]

Transactions in Connection with Share Buy-back Program https://www.proinvestor.com/investornyt/1155522/transactions-in-connection-with-share-buy-back-program

[E_L]

BioNTech Se (BNTX) Q1 2024 Earnings Call Transcript https://www.fool.com/earnings/call-transcripts/2024/05/06/biontech-se-bntx-q1-2024-earnings-call-transcript/