Genmab — Februar 2025

[E_L]

So: Effective January 1, 2025, Genmab and Pfizer agreed to amend
the License and Collaboration Agreement and
the Joint Commercialization Agreement for
Tivdak, assigning Genmab sole responsibility
for the development and commercialization of
Tivdak for second line plus recurrent or metastatic
cervical cancer in Europe and all other
regions globally, excluding the United States and the China region.

[E_L]

-this means they will need to build european sales force, which they will need anyway for a similar population for Rina-S but also for Acasunlimab

[bibob]

God morgen.

[Solsen]

@EL
Or they join with others

[JKY_VH]

Jyske om dagens aktie Genmab "Vi vurderer, at på aktiens nuværende kursniveau får investorer hele pipelinen samt nogle af de allerede lancerede produkter gratis." https://www.jyskebank.dk/finansnyt/morgennyt/7b36b205-0095-4232-9f06-b95718b64493/!ut/p/z1/rVRdc6IwFP0t--BjJgFikL4hdq3id3UleXGApjQtCRYR6_76DTI7S53t2p3KS3Jv7j3nzJ17gAwGkKmwFElYiEyFqY4pI5uZ2cNG5x5N-rOuhebLkf990VsYy6kNf0DahdTdR8PBAa4vVTP9jD74XKT72aUSqinsDymwAdel4Ae4Ulkutf77CnEbiwdI7cgikYnaACGnDbBpmcB5RARETts2OhHB2LHg3SUGH_2NYe2NN_PV7UL37g

[E_L]

but than it wouldn't really make sense to take over from Pfizer ? they could have joined them
?

[Solsen]

You know with JNJ or Abbvie to make one BP

[E_L]

I know Jan said he was looking for M&A, but i am not sure he was looking to buy JNJ or Abbvie Solsen

[Aaanditsgone]

Tæller option exercise fees som milestone/reimburdement revenue? Undrer mig lidt over, at spændet ikke er større, hvis der potentielt er $150 m forskel på et ja eller nej. Men den afgift er måske slet ikke med i guidance?

[Aaanditsgone]

(de guider med 140-185 m)

[JKY_VH]

• 3,75%, lad os håbe at det er første spæde skridt ud af den kursmæssige ”ørkenvandring” vi har oplevet de sidste par år.

[JKY_VH]

+5%, bliver der mon tændt for det lange lys nu?

[Raun]

Det tror jeg desværre ikke @JKY_VH

[w]

Tågelyset er fortsat tændt

[E_L]

From the annual report on the authorization to acquire treasury shares: Shares available for repurchase as of December 31, 2024 1,678,147. So they can start buying I guess, but not for the full 1.9mn they intend to buy, and then they can get additional AGM approval for the last part
in March?

[E_L]

it would be interesting if they would start buying before the JNJ decision...

[ProinvestorNEWS]

Genmab: Usikkerhed omkring CD38 holder aktien tilbage https://proinvestor.com/boards/124756

[Darvin]

Mon ikke det er tiden at få slanterne på bordet, og begynde at købe. Markedet har naturligvis (som altid) ret - på dagen, men tager oftest grueligt fejl på sigt. Uden opt in på CD38 bør kursen som minimum ligge i området 2.100-2.200 og derover. Som jeg ser det. Syntes alle facts og udmeldinger er overordentligt betryggende for fremtiden. CD38 bliver ved negativt udfald et midlertidigt udsving. Men - man kan da også bare vente, hvis man syntes det er smart

[E_L]

didn't realise Epkinly is already approved in
more than 50 countries

[JKY_VH]

Det ligner trods alt ikke katastrofeblinket Raun og w