Genmab — Marts 2025

[Darvin]

Totally agree E L There is a lot going on. Unfortunately, the questions investors ask and the topics discussed, for example, here on PI, affect the perception and formation of opinions about the stock. There is a lot more going on than CD38 and a baseless harassment accusation.

[Darvin]

Right now I'm convinced that those who are patient will be rewarded

[E_L]

I think you will be right, but i also think that many long term investors that were patient for a long time have thrown in the towel. And if you are right they will not benefit. Markets can be brutal. But only time will tell...

[E_L]

Genmab: Laser-skarpt fokus trods HexaBody tilbageslag

David Mygind
tirsdag 25. marts 2025 https://ugebrev.dk/life-science/genmab-laser-skarpt-fokus-trods-hexabody-tilbageslag/

[nohope]

I wouldn´t trust any word from Mygind, he has been perma-bull for the last 15 years and GEN should have been in +5000 according to his writings - long time ago.

[lahn1]

Er det noget økonomisk forhold mellem Mygind og Genmab ?

[JKY_VH]

det er der jo, hvis man er aktionær, men det er nok ikke det du tænker på lahn1:-)

[JKY_VH]

Investor lurer på dansk aktie: “Kursen er banket godt og grundigt i bund”. https://borsen.dk/nyheder/podcast/investor-lurer-pa-dansk-aktie-kursen-er-banket-godt-og-grundigt-i-bund?b_source=borsen&b_medium=row_-1&b_campaign=latest_news_2

[Plimsoller]

Vi kan godt blive enige om at den er banket godt og grundigt i bund, men de skal altså gøre mere end at lure.

[Plimsoller]

Er der iøvrigt nogen der ved om sagsanlægget fra AbbVie er kommet længere end at det stadigvæk blot kan afvises af en dommer hvis vi ellers kunne være så heldige?

[E_L]

RYBREVANT (amivantamab-vmjw) plus LAZCLUZE (lazertinib) outperforms osimertinib with a significant and unprecedented overall survival benefit in patients with EGFR-mutated non-small cell lung cancer https://www.jnj.com/media-center/press-releases/rybrevant-amivantamab-vmjw-plus-lazcluze-lazertinib-outperforms-osimertinib-with-a-significant-and-unprecedented-overall-survival-benefit-in-patients-with-egfr-mutated-non-small-cell-lung-cancer

[E_L]

J&J combo signals new era in EGFR lung cancer with survival win against AstraZeneca’s Tagrisso https://www.fiercepharma.com/pharma/jj-combo-signals-new-era-egfr-lung-cancer-survival-win-against-astrazenecas-tagrisso

[E_L]

X (formerly Twitter) (x.com)

[E_L]

Osimertinib BEATEN!! https://x.com/NReguart/status/1904925845388505345

[Plimsoller]

Excellent news! As far as I remember, Genmab's royalties are in the high single digits to lower double digits. Is that correct?

[Solsen]

Iam not sure Osimertinib is beaten. JNJ belives it. But the benchmark is Osimertinib+chemo not mono Osimertinib. But JNJ have a good chance to get some of the market.

[Solsen]

We still havent got the result fra the benchmark - the Osimertinib vs Osimertinib+chemo. We just know that the kombo is the better one.

[lahn1]

Plimsoller, jeg har prøvet at oprette mig på Pacer med kreditkort for at få adgang til rets dokumenterne med kan ik få det til at virke. Vi vente og se om ik nogen anden har adgang så vi kan læse om de konkrete argumenter i sagen

[Anders_]

På JP Morgan health care conferencen i Januar. Stod der i Genmabs præsentation, at Rybrevant har en tired royalty på 8-10%

[gentogen]

Genmab bør stå stærkt i sagen. En Trade Secret skal have kommerciel betydning (ikke bare være en hemmelighed), men da Abbvie lige netop ikke har udviklet idéen og tjent på den, så er det lidt svært at se, at det overhovedet er en Trade Secret...