Genmab — Maj 2025

[Sukkeralf]

Nej han plejer jo at sige at både Genmab og BioNTech er meget optimistiske - denne gang blev det istedet efterfuldt af, at man skal prioriterere pipelinen og kun gå videre med de helt rigtige produkter.

[E_L]

even though i have to admit it did also sound a bit more negative to me, i also think we shouldn't overreact to each word he says ; wasn't he just explaining the process as we know it? It was only 3 month ago on the last call that he reïterated the potential for GEN1042 as Sukkeralf just said. It will really be up to the data and we simply have to wait for it - as much as I dislike that...

[E_L]

GEN1046 was also continuously delayed. The GEN1046 Safety Trial just reached Primary Completion in April (while it was expected Feb26). It is hard to predict recruitment etc

[E_L]

IF Rina-S will really prove to be best in class as was being suggested on the call, it could be a complete game changer for Genmab. Definetely not priced in. I could make as much revenue as we currently make on Darzalex since it is 100%. Good ASCO data could potentially get investors to update guidance already

[Solsen]

RinaS seems to have the power to wipeout Alahere. My guess is +$3bn in peaksale. That could close half the gap from dara.

[E_L]

you could be right, they are also actively enrolling lung cancer patients "And, there will be more activity on this. I promise you very soon, that we can also share, in the public domain." said Tahi

[E_L]

$3bn in peaksale would close the gap from dara -in revenue, wouldn't it, before development and sales cost

[Sukkeralf]

But a very big issue is still that Genmab is not even close to do global sales - and this will not happen before Darzalex royalty expire

[Sukkeralf]

And peaksales for RinaS will take many years to build up

[E_L]

sure. but if you don't have the aspirations you'll never get there. It also works the other way around right -if you have a drug that gives you the confidence it will be a big seller, it will also give you the confidence to ramp up the sales organisation.

[E_L]

They'll have to start with Tivdak in europe this year, still a smaller drug, but similar patient group, so it is the same trajectory they will need to follow for Rina-S

[w]

@17.43. If that was not the case. PE would have been far above 10

[Helge_LarsenPI-redaktør]

Godmorgen

[ProinvestorNEWS]

Trump vil presse medicinpriserne markant ned i USA https://www.dr.dk/nyheder/udland/trump-vil-saenke-priserne-paa-medicin-i-usa-markant

[ProinvestorNEWS]

"Nyhedsbureauet AP skriver, at Trumps forslag sandsynligvis kun vil sænke priserne på de lægemidler, der er dækket af den offentlige sundhedsforsikring Medicare.

Medicare udgør en hjørnesten i det amerikanske sundhedssystem og sikrer sundhedsdækning for omkring 70 millioner ældre borgere".

[ProinvestorNEWS]

Er Donald Trump medicinmanden med de lavere priser? https://proinvestor.com/boards/126321

[LP90]

Godmorgen

[Solsen]

Puha det kan blive volatilt med de udmeldinger. Trump mener, at priserne på medicin skal ned med 30-80% i USA.

[E_L]

this was why we went down on Thursday already , didn't we...

[E_L]

Dose Selection for DuoBody-CD40x4-1BB (GEN1042/BNT312) Using a mPBPK/RO Model Leveraging Preclinical and Clinical Data https://ascpt.onlinelibrary.wiley.com/doi/full/10.1002/cpt.3677