Genmab — December 2024

[deleted-user]

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.

[E_L]

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

[E_L]

is anyone?

[YPE]

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.

[E_L]

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.

[YPE]

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

[gentogen]

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

[gentogen]

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

[gentogen]

på både effekt, varighed og sikkerhed...

[deleted-user]

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

[E_L]

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

[w]

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

[w]

or is it SC or IV?

[E_L]

IV for now

[w]

ok

[deleted-user]

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

[Sukkeralf]

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

[Sukkeralf]

sv = sv

[Sukkeralf]

sv
= sc

[w]

the best is yet to come