Genmab — Januar 2025

[w]

sådan ser jeg det også. Et
nej tak er vel en kurs i det her leje

[Plimsoller]

Jeg synes at både præsentationen og svarene fra Genmab's side var gode denne gang, men der er intet (heller ikke gode udsigter i andre stoffer) som kan få markedet til at ændre mening om værdisættelsen.

[PederT]

Hvis det bliver til et nej, så bliver det for alvor spændende at se, hvor langt længere ned aktien kan trykkes. Der bliver da i den grad taget forskud på sorgen i dag.

[Vitus]

Det kunne se ud som om nogen kender resultaterne …….

[PederT]

Hvis det er tilfældet, så gad jeg godt at vide, om UBS' 2700 target er med udgangspunkt i at det bliver et nej.

[PederT]

Man kan vel tro, at vedkommende ikke så tæt på en afgørelse har CD38 opt-in med i sit target, da det tenderer til ren spekulation, når ingen reelt set har indsigt i data'en som J&J sidder med. Hvis den antagelse holder stik, så er der da heldigvis nogen som ser en masse upside i Genmab på trods af et potentielt dårligt udfald.

[gdn55]

e

[gdn55]

Enig Peder

[JKY_VH]

Om jeg begriber at vi skal 7% ned pt.

[PederT]

Heller ikke mig, men der må sidde mange derude, der ikke har stærke maver

[JKY_VH]

Ja, det ser sådan ud;-)

[E_L]

just as a side note -that CLL and auto-immune disease are not part of that >$3bn Epkinly estimate. A-I may never happen, but CLL will.

[mobbyduck1]

can you remeber when the first darzalex numbers came out?? JNJ said it could reach 4B, now we are 4 times higher soon

[E_L]

yeah... the funny thing is that by 2030ish Genmab will have made so much more money on Darzalex then was ever estimated at that time , even if further royalties then stop...

[mobbyduck1]

this is the main problem at the moment, those 7 extra years, would have made such a difference

[concillado]

I smell a new stockbuy programme then

[E_L]

RYBREVANT
COCOON study meets primary endpoint demonstrating statistically significant and clinically meaningful reduction in dermatologic reactions with easy-to-use prophylactic regimen for patients with EGFR-mutated NSCLC https://innovativemedicine.jnj.com/newsroom/cocoon-study-meets-primary-endpoint-demonstrating-statistically-significant-and-clinically-meaningful-reduction-in-dermatologic-reactions-with-easy-to-use-prophylactic-regimen-for-patients-with-egfr-mutated-nsclc

[E_L]

a timely JNJ advertorial for this forum -
J&J Innovative Medicine
@JNJInnovMed
What makes #JNJ a sought-after partner-of-choice? https://x.com/JNJInnovMed/status/1879544111255957794

[E_L]

(please direct any frustrations there, not to me )

[E_L]

Genmab
@Genmab

In our very first edition of Antibody Hour
, a video series unveiling the stories driving antibody innovation, we asked our CEO Jan van de Winkel, PhD:

"What drives innovation in antibody science?" https://x.com/Genmab/status/1879544622059499762