Genmab — Januar 2025

Vitus

Desværre har fester med at stoppe, når det går allerbedst

deleted-user

vitus - har du en meget kort investeringshorisont?

Vitus

Nej, jeg har været med i Genmab siden 2011, så det vil jeg ikke sige…

Sukkeralf

Lidt konkurrence til Tepezza

Sukkeralf

Just a moment...

(www.fiercebiotech.com)

Vitus

Kan der ikke blive fest på aktiemarkedet, så må vi håbe på håndboldbanen …

gdn55

For at komme ind og se kampen kræver det lidt held med aktierne. Dyreste billetter koster 1230 kr. billigste 485 kr. Så vi bliver hjemme.

royal

1230 for en indledende kamp i håndbold! Det må være incl. klappepølser.

Helge_LarsenPI-redaktør

Genmab: Præsentation fra JP Morgan investor konference https://ir.genmab.com/static-files/83c918b1-8bf5-4181-9424-a4143ebf52ac

E_L

so we have confirmation that the HexaBody-CD38 data is with JNJ, the clock has started and the decision as per the contract, must come in Q1 at the latest.

E_L

i wondered before why no analysts ever asked Jan if there is a back up plan for hexabody-cd38 if JNJ does NOT opt in; James Gordon finally did

E_L

Jan answers with AML, solid tumors, combination with checkpoint targeted molecules, I&I or autoimmune and inflammatory diseases; and they have presented that also to JNJ
already last year, I can tell you at the end of last year.

E_L

' And could it potentially be attractive to -- if they were not to opt in- to try and renegotiate the contract'> Absolutely, yes, and we have renegotiated contracts before, like the GSK contract. But let's first wait on the opt-in decision.

E_L

and Jan the says that 'they would have to balance that with other programs in their own pipeline' and you probably need a subcutaneous formulation, probably first 'park it'

lahn1

Tak for linkt il præsentation. Bedste præsentation de har lavet i mange år. Nu med markeds potentiale for deres prod. og pipeline. Som man bør gøre det ! Må stadigvæk klø mig i hovedet over deres revenue est. på Epco. godt nok >= 3 BN USD. Men vi sagde jo også at topsalg på Dara aldrig vil komme over 8 BN USD.

lahn1

Hvordan kan 160.000 pts kun blive til >=3 bn . antag 30% markeds andel med gns pris på 250.000USD = 12 BN. Det er med 340USD/mg og med 6 mdr DOT på tværs af FL og DLBCL = 768mg pr behandling. Hvor tager jeg fejl ?

lahn1

1-0 til dig Helge nu de selv er ude med 3BN i Epco estimat. Jeg giver ikke op

E_L

so, still positive on GEN1042 despite the delay; waiting for 'So the data we are waiting for is duration, duration of responses, and that takes time. Unfortunately, that takes time. And actually, the more time it takes probably the better it is. ' Fingers crossed ...

E_L

talks a lot again about combining IO with ADC's

ProinvestorNEWS

Genmabs van de Winkel: Vi scanner markedet for opkøbsmuligheder for at løfte salget https://proinvestor.com/investornyt/1265461/genmabs-van-de-winkel-vi-scanner-markedet-for-opkobsmuligheder-for-at-lofte-salget