Genmab — November 2024

[E_L]

what more can he say without telling you the actual data? Listen back to the Morgan Stanley Conference, where he talks about Hexabody-CD38 and you can hear the enthusiasm. I think that is the max you can do?

[E_L]

60 days more and you'll get it Bulder. it isn't gone change when we keep complaining about it

[Bulder]

Gentogen, så kunne han passende have fortalt lidt om plan B, i tilfælde af op out.

[E_L]

@Plimsoller did you listen to the Jefferies interview;it is worth it i think if you want more communication

[Aaanditsgone]

Var det en gammel nyhed, at epco har hurtigere markedspenetration i Japan end dara havde? Ingen har nævnt det.

[Aaanditsgone]

Glæder mig til marts, når erzo forhåbentlig ikke stjæler al opmærksomheden fra epco længere

[Bulder]

Du har lidt ret i at epco er en succeshistorie, som vi let tager for givet. Epco ta’r kegler på kommende ASH. Og fremtiden tegner lys for epco i alskens indikationer. Problemet er bare at der får flere år før den når frem i 1. linje.

[E_L]

No, it was new news and he said epco was the fastes oncology drug launch in Japan. head start to competition about a year if i remember well what he said.

[royal]

Nu skal vi max. sove 100 gange mere inden JnJ melder ud.

[NiklasZ]

Måske Plan B aldrig bliver relevant...

[Stroka]

Genmab-partneren Novartis hæver de mellemlange prognoser https://proinvestor.com/investornyt/1245446/genmab-partneren-novartis-haever-de-mellemlange-prognoser

[Bulder]

Nej, men det havde været passende, hvis Winkel kunne forklare markedet, at de klarer sig fint i tilfælde af opt out.

[deleted-user]

Syns generelt Winkel har været alt for lukket omkring investeringer og ROI forventninger og har været alt for luftig med sin overfladiske omtale af, "at maksimere potentialet". Nu lyder det til, at man vil åbne op for noget der ligner langsigtet mål og forventninger (læs: målbare) i starten af 2025 og omtale markeder og størrelser. Det tror jeg nogle prof analytikere vil hilse velkommen inkl. mig selv, selvom jeg ikke er prof.

[E_L]

tepezza being rolled out in Japan https://www.tepezza-pts.jp/

[deleted-user]

Nu siger

[E_L]

I am fascinated how fast Amivantamab competitor
GEN1286
is being brought into the clinic, and I wonder if it will play a roll in the Hexabody-CD38 negotiations with JNJ (pure speculation)

[Plimsoller]

I thought exactly the same E L. Concerning your comments regarding the communication, I heard the Jefferies talk, and that was good. My concern when it comes to communication is more the ongoing part outside these events, and the explanatory part when they actually do present e.g. topline data. Even the experts in here are struggling to understand what is up and down when it comes to these results. It must be possible to do that better to keep interpretations and confusion to a minimum.

[JKY_VH]

Enig Bulder 09.54. Gad vide om JW er så sikker i sin sag, at han ganske enkelt ikke kan forestille sig den situation?

[E_L]

Genmab-partner opjusterer https://borsen.dk/nyheder/virksomheder/genmab-partner-opjusterer / Novartis upgrades sales forecast https://www.investing.com/news/stock-market-news/novartis-upgrades-sales-forecast-3734168

[Aaanditsgone]

Når Pagano gentagne gange har sagt, at konsensus for OPEX ligger et passende sted, så tyder det i hvert fald ikke på, at de regner med selv at skulle financiere en masse erzo studier er 2025