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  4. Genmab — April 2025

Genmab — April 2025

Planlagt Fastgjort Låst Flyttet Genmab
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  • S Offline
    S Offline
    Sukkeralf
    wrote on sidst redigeret af
    #169

    I think there are countries where the Duobody Technology is not patented - so you can probably do research without a licensing deal.

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      E_L
      wrote on sidst redigeret af
      #170

      $3.24bn....

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        E_L
        wrote on sidst redigeret af
        #171

        expectation i think was ~$3.05

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          E_L
          wrote on sidst redigeret af
          #172

          https://www.businesswire.com/news/home/20250414807799/en/Johnson-Johnson-Reports-Q1-2025-Results

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            E_L
            wrote on sidst redigeret af
            #173

            DARZALEX Q1 2025 US 1,829 Intl 1,409
            WW 3,237

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              E_L
              wrote on sidst redigeret af
              #174

              TALVEY Q1 2025
              US 68 Intl 18 WW 86

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                E_L
                wrote on sidst redigeret af
                #175

                TECVAYLI Q1 2025 US 105 Intl 46 WW 151

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                  E_L
                  wrote on sidst redigeret af
                  #176

                  RYBREVANT / LAZCLUZE Q1 2025 US 113 Intl 28 WW 141

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                  • G Offline
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                    gentogen
                    wrote on sidst redigeret af
                    #177

                    RYBREVANT er med andre ord tredoblet

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                    • E Offline
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                      E_L
                      wrote on sidst redigeret af
                      #178

                      i am not sure what part of it is Rybrevant as it is a combined figure with Lacluze now?

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                        E_L
                        wrote on sidst redigeret af
                        #179

                        Q4 was 101+21=122

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                        • G Offline
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                          gentogen
                          wrote on sidst redigeret af
                          #180

                          Good point...

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                            gentogen
                            wrote on sidst redigeret af
                            #181

                            But pretty fine development all over

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                            • E Offline
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                              E_L
                              wrote on sidst redigeret af
                              #182

                              slide 29 shows Current 2027 / 2028 market estimates for specific product sales -versus- internal forecast difference ~$1.8B / ~$2.3B : internal 2x higher , again this is for RYBREVANT / LAZCLUZE together https://s203.q4cdn.com/636242992/files/doc_financials/2025/q1/Final-JNJ-Earnings-Presentation-Q1-2025-Webcast.pdf

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                                Stroka
                                wrote on sidst redigeret af
                                #183

                                Genmab-partner overrasker positivt med salg af kræftmiddel https://proinvestor.com/investornyt/1303428/genmab-partner-overrasker-positivt-med-salg-af-kraeftmiddel

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                                  E_L
                                  wrote on sidst redigeret af
                                  #184

                                  CURE Today
                                  @cure_today
                                  Tune into our video with Dr. Elizabeth K. Lee , of
                                  @danafarber
                                  , as she discusses treatment with with Rina-S; the agent showed antitumor activity in heavily pretreated patients with advanced OvarianCancer https://x.com/cure_today/status/1911917382366282044

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                                    Sukkeralf
                                    wrote on sidst redigeret af
                                    #185

                                    BsAb webinar hos JNJ

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                                      Sukkeralf
                                      wrote on sidst redigeret af
                                      #186

                                      splashthat.com

                                      favicon

                                      (jnjstorydevelopingbispecificantibodies.splashthat.com)

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                                        E_L
                                        wrote on sidst redigeret af
                                        #187

                                        Barclays Buy Kr.2,100.00 Maintained 15-4-25

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                                        • G Offline
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                                          gentogen
                                          wrote on sidst redigeret af
                                          #188

                                          Angående Sukkeralf 19.30.JNJs succes med Duobody taget i betragtning kan det måske godt blive interessant at høre, hvordan det ser ud med det fremadrettet hos JNJ. De har i øvrigt en fantastisk evne til så godt som aldrig at nævne Duobody og de har jo heller ikke flere licenser.

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