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  4. Genmab — December 2024

Genmab — December 2024

Planlagt Fastgjort Låst Flyttet Genmab
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  • E Offline
    E Offline
    E_L
    wrote on sidst redigeret af
    #455

    well it actually was meant as a joke @Proper , wasn't it; didn't he say in the same sentence that JNJ was more than qualified to make their own decisions?

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    • D Offline
      D Offline
      deleted-user
      wrote on sidst redigeret af
      #456

      Winkel was also joking when recommending not to sell stocks when he spoke to the GA back in march. He sure show proper integrity

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      • D Offline
        D Offline
        deleted-user
        wrote on sidst redigeret af
        #457

        I think Winkel and IR turned down the wrong path and lost track on what to comment and what not comment. Winkel was not born into a CEO role.

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        • E Offline
          E Offline
          E_L
          wrote on sidst redigeret af
          #458

          it was what he believed at the time. he got it wrong for now. just like me. i don't think that has anything to do with integrity. maybe in a few years we'll be able to say he was right after all 😉

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          • E Offline
            E Offline
            E_L
            wrote on sidst redigeret af
            #459

            is anyone?

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            • Y Offline
              Y Offline
              YPE
              wrote on sidst redigeret af
              #460

              JKY - Ja, men J&J har alle kort på hånden lige nu. Hvis J&J ikke ser de store perspektiver i et langvarigt samarbejde med Genmab længere, så skal de nok lægge Genmab på is.

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              • E Offline
                E Offline
                E_L
                wrote on sidst redigeret af
                #461

                we have known Jan for a long time now , we know his style of communicating and we know him to be an optimist . I am not sure it is useful to micro-analyse every comment.

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                • Y Offline
                  Y Offline
                  YPE
                  wrote on sidst redigeret af
                  #462

                  Medmindre at de ser virkelig stor potentiale i cd-38.

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                  • G Offline
                    G Offline
                    gentogen
                    wrote on sidst redigeret af
                    #463

                    Faktisk var det selv hos Morgan Stanley lidt undrdrejet. Jan talte jo først og længe og optimistisk om Aca, Epco og RinaS - og så lidt til sidst om Erzo, som blev beskrevet som en potentiel mulig ekstra bonus

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                    • G Offline
                      G Offline
                      gentogen
                      wrote on sidst redigeret af
                      #464

                      Det blev udlagt meget positivt, men han talte også ganske meget om, hvor stor en udfordring det er at overgå daratumumab,

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                      • G Offline
                        G Offline
                        gentogen
                        wrote on sidst redigeret af
                        #465

                        på både effekt, varighed og sikkerhed...

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                        • D Offline
                          D Offline
                          deleted-user
                          wrote on sidst redigeret af
                          #466

                          E L - taking the past into consideration I don't think my post was the first time someone did a micro-analyse here of Winkel. Fell free to think its useless this time. I think its a sign of failed communication

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                          • E Offline
                            E Offline
                            E_L
                            wrote on sidst redigeret af
                            #467

                            i am not saying it was. it happens all the time. i am guilty of the same. just saying that i don't think it is very useful. failed communication is a step to far for me, i don't agree, but some here agree with you on that

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                            • W Offline
                              W Offline
                              w
                              wrote on sidst redigeret af
                              #468

                              who has made the SC
                              version of hex38. has jj been involved?

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                              • W Offline
                                W Offline
                                w
                                wrote on sidst redigeret af
                                #469

                                or is it SC or IV?

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                                • E Offline
                                  E Offline
                                  E_L
                                  wrote on sidst redigeret af
                                  #470

                                  IV for now

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                                  0
                                  • W Offline
                                    W Offline
                                    w
                                    wrote on sidst redigeret af
                                    #471

                                    ok

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                                    0
                                    • D Offline
                                      D Offline
                                      deleted-user
                                      wrote on sidst redigeret af
                                      #472

                                      E L - a simple "no remark" at the GA and "Its all up to JNJ" and "regarding data we have not yet decided how and when to release". Its not that difficult and I think Winkel used all 3 once or twice before. Over and out. Stay safe 🙂

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                                      • S Offline
                                        S Offline
                                        Sukkeralf
                                        wrote on sidst redigeret af
                                        #473

                                        W - yes to get even Genmab should just make an sv version of HexeBodyCD38 and then it should be a totally new product and then go after MM. That would be fair in light of how Janssen have treated Genmab regarding Darzalex Faspro

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                                        • S Offline
                                          S Offline
                                          Sukkeralf
                                          wrote on sidst redigeret af
                                          #474

                                          sv = sv

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                                          0

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