Genmab — September 2024
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You often wonder why analyst font ask all kinds of questions. Jan said yesterday when talking about HexCD38 that they dont need JNJ to take the option. But thats certainly not the stock owners view and thats probably where Jan disappoint me the most.
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i think it is fair to say that the JNJ opt-in speed and the trial speed for Hexa-cd38 was misjudged from the start. And there are plenty of explanations for that, like slow/difficult recruitment due to covid, but also due to the ridiculous success of Dara (making it so hard to find Dara naive patients), the arbitration offcourse and the strategic importance of this for JNJ.
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But right now i don't really need that anymore as we will probably know in 6 month or so what will happen and in that time we will also see data for Acasunlimab and Rina-S. We need to wait for that anyway. And i also think that potential Acasunlimab success/good data could completely revalue some of the other pipeline assets.
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The Inclacumab trial completed, curious if we will see anything on this https://clinicaltrials.gov/study/NCT04935879?tab=history&a=11&b=12&compareMode=sideBySide#version-content-panel
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Winkel did talk about the patent issue for faspro. The extension the bastards got and that became the achillesheal for the shareprice. He said if JNJ should get rid of that uncertainty they should op.in on hexa38. He was refering to a Novo issue about this. Do anyone have somthing about that ?
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https://www.nejm.org/doi/full/10.1056/NEJMc2407150 https://www.nejm.org/doi/full/10.1056/NEJMc2408786 Can't read these, but 2 NEJM articles on Teclistamab in Autoimmune Disease https://x.com/grieshaber/status/1831568931896623243 https://x.com/VivekSubbiah/status/1831537396837474654
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De første var vist om små
14 dage. Men der er en række konferencer. ESMO, ASCO etc ESMO 13-17. sep https://www.esmo.org/ -
https://finance.yahoo.com/news/biontech-present-clinical-data-updates-111500882.html Biontech flager nogle af indlæggene her
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Kort video: Investorernes største ønske i september er lidt som at blæse og have mel i munden. Økonomien skal bremse tilpas meget op, så inflationen går ned, men uden vi havner i en recession. Mere herom i denne ugekommentar, hvor Helge Larsen omtaler Bavarian Nordic, Ambu og Genmab.https://proinvestor.com/boards/122132
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