Genmab — Oktober 2024

Solsen

Der er en lang serie af opkøb i sektoren gennem tiden. BigPharma sikrer sig fremtiden ved at købe mindre biotech med lovende pipeline og udsletter fremtidige konkurrenter.

Solsen

Her en artikel om top 10 M&A i 2023 https://www.fiercepharma.com/special-reports/top-10-biopharma-ma-deals-2023

E_L

or this one “conditions for M&A are favorable,” according to a research note from Morgan Stanley. https://www.fiercepharma.com/pharma/firepower-aplenty-and-patent-cliffs-ahead-time-right-ma-activity-report or M&A

E_L

but it isn't materialising, M&A is weak this year and that is not helping share prices...

E_L

but rumours have been there for a long time https://invivo.citeline.com/SC004123/Genmab-a-potential-target-for-GSK

Pensionisten

Journalisten - søg på I dreamed a dream fra Les Miserables. Det er ren ønsketænkning

Solsen

Faktum er, at langt de fleste succesfulde biotech bliver opkøbt. Så er spørgsmålet blot om Genmab er succesfuld. Der er vi nok uenige

Helge_LarsenPI-redaktør

Godmorgen

Stroka

God morgen

LP90

Godmorgen

StockBull

Godmorgen

StockBull

Der kan også være fonde m.m., der har stop-loss på deres Genmab-aktier. Uanset hvor gode nyhederne måtte være, er de måske nødt til at overholde deres stop-loss-regler. Jeg formoder, at de har regler, de skal følge, og de kan ikke bare sidde og se på, at en aktie falder 50% uden at handle. Dette kan muligvis være med til at forstærke nedturen.

ProinvestorNEWS

Opdivo wins FDA label expansion in perioperative NSCLC https://firstwordpharma.com/story/5901073

E_L

Have we been given any information yet as to whether genmab is allowed to develop an antibody targeting EGFR and cMET (PRO1286) within the rules of the contract they have with JNJ on amivantamab?

Sukkeralf

I would guess they can but not sure. In the Duobody agreement the partner pays a smaller amount in the beginning of a program and gets exclusivity for a shorter period of time. My understanding hereafter that others could persue same target combination. Zymeworks for instance had no exclusivity on their BsAb platform

Sukkeralf

Since Genmab have deeper knowledge on Amivantamab arms there could be other rules applied here.

E_L

ok, thanks. I am pondering the fact that they are starting a clinical trial in China. i was even thinking, if China could fall outside of the reach of an agreement, they could give prove of concept there and then sell the product

E_L

curious if we will hear more about this in their quarterly reporting

E_L

similar thoughts/doubts
Sukkeralf https://x.com/JacobPlieth/status/1842115371467219052

E_L

we could even end up with a similar deal with JNJ as Hexa-CD38 with Dara, but i very much doubt Jan is very keen on that atm...