Genmab — Februar 2022
-
A: So on epco -- we have a high degree of confidence in epco overall. It continues to deliver very strong results, high overall response rates, very deep responses, good complete response rates across a number of indications, DLBCL and follicular lymphoma both. With respect to the confidence in accelerated approval for diffuse large B-cell lymphoma, when we look at the data, we think it clearly exceeds the benchmarks of available therapies in highly pretreated refractory patients.
-
So we would think that accelerated approval should be supported by those data.
We'll allow the data to continue to mature from the expansion cohorts and have our final regulatory discussions later on this year to set up that accelerated approval submission. So it certainly is in our planning, and we think it's very supportable based on the data.
-
Aktier/åbning: Tunge omkostninger trækker Danske Bank til bunds
https://www.proinvestor.com/investornyt/775626/aktier-abning-tunge-omkostninger-traekker-danske-bank-til-bunds -
Som helhed tror jeg ikke markedet er skuffet over de sidste 6-8 års kurs ride og PE på +80 for 3-4 måneder siden taler sit tydlige sprog, at markedet belønner genmab med stigende kurs. De fald vi ser nu er p.g.a NBI falder. Så hvis / når NBI vender vil jeg tror Genmab outperformer NBI
-
Genmab har nemmere ved at overraske, som i 2021, med højere omsætning og færre omkostninger. Det er vist nævnt tidligere i vores budget diskussioner. Vi når 5 mia. på EBITDA i 2022
-
hehe og jeg holder mig lidt tilbage for ikke, at fremstå som en klovn om 12 md. Jeg har intervallet 5-6 mia. og hælder mest mod 6 mia. Tror milestones rammer 1,5 mia. i 2022 og gør jo dit bud på 0,6 til skamme
-
Med vores åbneskattelister er der jo gået sport i skat
APM løber vist med pokalen på den korte bane, men vi følger efter i sporet, men kun nogle få år.... -
a bit more on Biogen / Roche anti-CD20 franchise - https://www.evaluate.com/vantage/articles/news/deals/biogen-goes-back-1995-grab-mosunetuzumab
Hello! It looks like you're interested in this conversation, but you don't have an account yet.
Getting fed up of having to scroll through the same posts each visit? When you register for an account, you'll always come back to exactly where you were before, and choose to be notified of new replies (either via email, or push notification). You'll also be able to save bookmarks and upvote posts to show your appreciation to other community members.
With your input, this post could be even better 💗
Tilmeld Log ind