Genmab — Maj 2024

[Helge_LarsenPI-redaktør]

Godmorgen

[Stroka]

God morgen

[Solsen]

@Raun det er en mulighed. Janssen enheden nedlægges. Stoffels og Lobowitz som begge er koryfæer finder nye veje. De sælger/laver spin out med “Kenvue” Alt kunne passe på at Genmab og Winkel mv skal indgå i organisationen. Men det kan også være så meget andet

[ProinvestorNEWS]

Sydbank: Gode data fra Novos blødermedicin - virker konkurrencedygtigt https://www.proinvestor.com/investornyt/1159373/sydbank-gode-data-fra-novos-blodermedicin-virker-konkurrencedygtigt

[Solsen]

Men sandsynligheden for at Hexa38 kommer in house hos JNJ er steget på det seneste. FDAs nye retninglinier mht godkendelse (AA) i Myeloma og svækkelse af Carvykti taler for JNJs ops.in valg. I min optik vil opt.in. betyde et M&A af Genmab.

[bibob]

God morgen.

[ProinvestorNEWS]

Aktier/tendens: Novo og Genmab stjæler rampelyset forud for inflationstal https://www.proinvestor.com/investornyt/1159390/aktier-tendens-novo-og-genmab-stjaeler-rampelyset-forud-for-inflationstal

[E_L]

Danish biotech says companies should tap into China’s ‘impressive innovation’
Genmab argues ‘anti-Chinese sentiment’ should not deter dealmaking https://www.ft.com/content/2f3caeee-ff64-47eb-b00e-6568ad1f1858?desktop=true&segmentId=0e5502c2-a654-17b7-29eb-3bb1c22ff1ba#myft:notification:daily-empty-email:content

[E_L]

However, he added that intellectual property from the ProfoundBio deal was based in the US and Genmab planned to “move some of the [drugs] from ProfoundBio to our own validated suppliers outside of China to de-risk” , in an acknowledgment of “anti-Chinese sentiment” in the US.

[E_L]

'Van de Winkel said Genmab’s partnerships have helped it avoid being acquired, as often occurs for biotech companies.'

[ProinvestorNEWS]

Novos potentielle blødermedicin er stærkt konkurrencedygtig mener amerikansk storbank https://www.proinvestor.com/investornyt/1159413/novos-potentielle-blodermedicin-er-staerkt-konkurrencedygtig-mener-amerikansk-storbank

[ProinvestorNEWS]

Aktier/middag: Genmab i hopla på Novo-data - Ambu ramt af gevinsthjemtagning https://www.proinvestor.com/investornyt/1159422/aktier-middag-genmab-i-hopla-pa-novo-data-ambu-ramt-af-gevinsthjemtagning

[E_L]

Immatics mentioning 'the termination of the Genmab collaboration, as reported previously. ' in their Q1 '24 report

[E_L]

apparently Amgen and GSK also terminated agreements
with Immatics

[Bulder]

Var det grunden til det kortvarige øksehug?

[E_L]

doubt it. as it says 'as reported previously' it shouldn't really be news. except for us lol

[w]

US10Y
lavede samme hop

[E_L]

yea, but that was later, when the US inflation numbers came out. Not a big deal, just a few thousand shares
in a quiet market

[E_L]

Genmab to Present New and Updated Results From Multiple Clinical Trials Evaluating Epcoritamab Across Various B-Cell Malignancies at the 2024 European Hematology Association (EHA) Congress https://ir.genmab.com/news-releases/news-release-details/genmab-present-new-and-updated-results-multiple-clinical-trials

[Solsen]

Spændende med tre orale præsentationer.