Genmab — Februar 2023

[Solsen]

Men $8bn er voldsomt og noget Novartis kan kæmpe om.

[Bulder]

Det er 14,5 mia dara i 28 også, og ingen konkurrence, kun egne kombinationer.

[Solsen]

Ja det er utroligt flotte tal. De må være stolte i Genmab.

[Solsen]

De $14,5 bn giver vel 15 mia dkk til Genmab iflg hurtig hovedregning. Den voldgift bliver spændende

[Bulder]

For de penge kan man købe 10 fabrikker

[E_L]

we haven't seen any Symphony Health data

for Dara again in Jan, or have we ?

[Bulder]

No, I Think Helge’s source dryed out.

[E_L]

it's a shame, makes it even harder to judge Dara. Would like to know if Januari was good; JNJ mentioned something about austerity being an issue for some of their pharma sales; i wonder if some buyers delayed inventory buying in december to 2023 so that the costs didn't show up in 2022

[E_L]

another issue could have been the price hike in september; this could have led to buyers buying before the hike for Q4 to reduce cost, thereby inflating the Q3 number which may have led to Genmab raising the forecast

[E_L]

but we'll probably never find out

[E_L]

meanwhile 10yr bund yields dropping over 20 basis points, but we don't seem to benefit from that anymore...

[E_L]

Teprotumumab
improves dry eye symptoms https://onlinelibrary.wiley.com/doi/10.1111/ceo.14208

[Solsen]

Perhaps 2540 dkk could be the floor according to Thenote

[E_L]

2595
is 50% back from the 1863 - 3327 rally

[Solsen]

Could be right.

[ProinvestorNEWS]

Pharma og biotek - opdatering - Helge Larsen gennemgår det sidste nye om virksomhederne inden for pharma og biotek ud fra den kvalificerede debat og chat på proinvestor. https://www.proinvestor.com/boards/110036/

[ProinvestorNEWS]

(Novo Nordisk ' Bavarian Nordic ' Zealand Pharma)

[Pensionisten]

Ser lige i Stiften, at Genmab er på en 8. plads over de selskaber, der har betalt mest i selskabsskat i 2022. 968 mio. blev det til. Listen toppes af Novo Holdings med 8,3 mia. Kr.

[Solsen]

Dejligt at have sådanne selskaber i Danmark. Maersk har en uforståelig skattemæssig særstilling i DK.

[E_L]

Cantor Fitzgerald is previewing its thoughts on a potential interim analysis for Johnson & Johnson's
Phase 3 MARIPOSA study of Rybrevant (amivantamab) + lazertinib in first-line epidermal growth factor receptor (EGFR) mutation (Ex19del or L858R) positive nonsmall cell lung cancer (NSCLC).
Cantor says it is an important study for the company, and positive data here could help close the disconnect between what JNJ has said about Rybrevant + lazertinib's opportunity in