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Kollaps
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  4. Genmab — Maj 2023

Genmab — Maj 2023

Planlagt Fastgjort Låst Flyttet Genmab
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  • E Offline
    E Offline
    E_L
    wrote on sidst redigeret af
    #123

    i think my main message from the earnings call, if you read between the lines, is that they seem to have much more going on pre-clinical than even i thought

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    • E Offline
      E Offline
      E_L
      wrote on sidst redigeret af
      #124

      they have done smaller deals we don't know about...

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      • E Offline
        E Offline
        E_L
        wrote on sidst redigeret af
        #125

        they have interest from big pharma that they don't want to give in to because they want to stick to the 50/50 profit
        share (and i agree)

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        • E Offline
          E Offline
          E_L
          wrote on sidst redigeret af
          #126

          he actually said a minimum of 50/50...

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          • E Offline
            E Offline
            E_L
            wrote on sidst redigeret af
            #127

            we had a discussion on ADC mid april, and it seems we were spot on there; they are fully working on that and also with AbbVie as we suggested...

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            • BulderB Offline
              BulderB Offline
              Bulder
              wrote on sidst redigeret af
              #128

              Thx E L 🙂

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              • E Offline
                E Offline
                E_L
                wrote on sidst redigeret af
                #129

                no problem 😉

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                • S Offline
                  S Offline
                  Sukkeralf
                  wrote on sidst redigeret af
                  #130

                  Regarding IRS I also thinks that its must be that Darzalex Faspro could come under price reductions when the IV patents runs out.

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                  • J Offline
                    J Offline
                    JKY_VH
                    wrote on sidst redigeret af
                    #131

                    Løntoft "“Investorer kan godt gennemskue, at Genmab investerer massivt i pipelinen, og når de fastholder forventningerne til omkostningerne, så er der nok mere tale om kvartalsvariationer end et bekymrende omkostningspres. Når man dertil lægger, at omkostningerne til fulde er dækket af royalties-indtægter, så vidner det om en robust forretning,” siger Søren Løntoft Hansen, analytiker hos Sydbank."

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                    • D Offline
                      D Offline
                      deleted-user
                      wrote on sidst redigeret af
                      #132

                      @Nophope - er du gået tilbage i køb, efter din salgsanbefaling kl. 10:52?

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                      • P Offline
                        P Offline
                        Plimsoller
                        wrote on sidst redigeret af
                        #133

                        😄

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                        • T Offline
                          T Offline
                          Teller
                          wrote on sidst redigeret af
                          #134

                          US stiger 6% i Pre-Market

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                          • T Offline
                            T Offline
                            Teller
                            wrote on sidst redigeret af
                            #135

                            så er vi på +
                            8% siden igår morges

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                            • BulderB Offline
                              BulderB Offline
                              Bulder
                              wrote on sidst redigeret af
                              #136

                              Winkel was a bit more accurate reg arbitration deadline. “After summer”, which could mean September.

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                              • BulderB Offline
                                BulderB Offline
                                Bulder
                                wrote on sidst redigeret af
                                #137

                                Torsdagens markante kursfremgang i Genmab skyldes næppe kvartalsregnskabet onsdag efter børslukketid, men snarere spekulationer om en mulig opjustering af Genmabs vægt i KAX Cap-indekset.
                                Det vurderer Genmab-analytiker i Jyske Bank Henrik Hallengreen Laustsen over for MarketWire.

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                                • G Offline
                                  G Offline
                                  GeorgeBest
                                  wrote on sidst redigeret af
                                  #138

                                  Manden må have spist søm. En opvægtning i et indeks giver ikke en stigning på 6,6%…

                                  1 Reply Last reply
                                  0
                                  • Legolas23L Offline
                                    Legolas23L Offline
                                    Legolas23
                                    wrote on sidst redigeret af
                                    #139

                                    @EL Thx for noticing the CWH 🙂

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                                    • Legolas23L Offline
                                      Legolas23L Offline
                                      Legolas23
                                      wrote on sidst redigeret af
                                      #140

                                      Jeg tænker, der også kan lukkes shorts op til Epco godkendelse !

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                                      • P Offline
                                        P Offline
                                        ProinvestorNEWS
                                        wrote on sidst redigeret af
                                        #141

                                        Analytiker om stort kurshop i Genmab: Kan have rod i håb om øget indeksvægt https://www.proinvestor.com/investornyt/983616/analytiker-om-stort-kurshop-i-genmab-kan-have-rod-i-hab-om-oget-indeksvaegt

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                                        • E Offline
                                          E Offline
                                          E_L
                                          wrote on sidst redigeret af
                                          #142

                                          GEN3014 (HexaBody®-CD38) updated https://clinicaltrials.gov/ct2/history/NCT04824794?A=3&B=4&C=Side-by-Side#StudyPageTop not sure why Participants in the US will not participate in the Dara SC comparison

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