Genmab — Oktober 2024

[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...

[Journalisten]

Tak for svar og lidt som ventet, - at der tilsyneladende aldrig har været seriøse rygter om Genmab som opkøbsmål, - bortset altså tilbage i 2009.

[JKY_VH]

Jeg synes, at du skal skrive en artikel om, at opkøbsrygterne tager til;-)

[E_L]

Well,
that is not completely true @Journalisten ; there have been enough rumours over the years for Jan to make public statements about it, that he wanted to stay independent and that the best way to do that would be to keep the share price as high as possible. He did that more then once.

[E_L]

and the rumours were not without base. JNJ had a very sizable share position in Genmab already at the time. And looking back, if JNJ had chosen for a take-over instead of selling that position they would have made an amazing deal if you put it against all the royalties they are paying now