Genmab — Oktober 2023

[Bella1]

Nå, det skyldes nok den lidt urolige verdenssituation, snarere end noget andet?

[ProinvestorNEWS]

Investeringspodcasten 193..Der er tydelige tegn på, at investorerne i udvalgte aktier panikker. Derfor kommer værterne i dette afsnit med deres observationer, og hvad der historisk har virket for at sikre investorerne igennem en stormfuld og stressende periode. https://www.proinvestor.com/boards/116338

[Klarussen]

Spændende og relevant indslag med gode input og overvejelser, tak for det

[E_L]

@Pharmews
Janssen has submitted the #NDA for Amivantamab in China. #NMPA $JNJ #EGFR #cMET https://twitter.com/Pharmews/status/1717362180847255917

[E_L]

Managing Adverse Events in EGFR Exon 20 Insertion–Targeted Therapies for NSCLC https://www.targetedonc.com/view/managing-adverse-events-in-egfr-exon-20-insertion-targeted-therapies-for-nsclc - MD's seem relatively relaxed about side effects Amivantamab, and mobocertinib also has side effects

[E_L]

In-use stability of ready-to-administer daratumumab subcutaneous injection solution in plastic syringes https://ejhp.bmj.com/content/early/2023/10/25/ejhpharm-2023-003928 (home administration easier?)

[E_L]

Genmab – ESMO var hård ved Genmab-aktionærerne / Vi anser kursfaldet den seneste periode som overgjort og anbefaler, at investorerne stille og roligt begynder at stige ombord på toget, inden det kører. https://www.jyskebank.dk/finansnyt/morgennyt/8b14f591-6d19-4a8b-9eb6-3d62ece15a90

[E_L]

i can't remember if this was posted https://www.jyskebank.dk/wps/wcm/connect/jfo/50c540ce-335c-45b2-8403-d6ab641864ec/Danske+Aktier+September+2023.pdf?MOD=AJPERES&CACHEID=ROOTWORKSPACE.Z18_P20418S0N05640Q0MBPDFT1PE7-50c540ce-335c-45b2-8403-d6ab641864ec-oHv-Z38 - Darzalex-salget i USA fra Symphony Health var på USD
588,3 mio., hvilket svarer til en månedlig vækst på -1%.

[E_L]

that doesn't correspond to the July number i had at 516.8?

[Darvin]

You are correct E L i think they may have forgotten to add that they had converted to the number of working days. the increase was 13.85% and since there were 20 and 23 working days respectively, it is converted to -1%

[Darvin]

They also forgot to mention that vaccation could play a role and that august also came out lover than normal in previous years

[Darvin]

One should always look at the Bigger
picture, and not one month

[E_L]

Thanks for clarifying Darvin!

[ProinvestorNEWS]

Kort video...Speedsnak om rentespøgelset ...Det store rentespøgelse fylder på aktiemarkederne. Helge Larsen taler om, hvorfor det ikke har materialiseret sig noget før, hvad psykologierne er på markedet, hvordan det har ændret sig gennem tiden, og hvor det bærer henad.
https://www.proinvestor.com/boards/116364

[Bulder]

Q4 has to be better than Q3 regarding dara sales, if we shall reach 9,8 bn. Unfortunately Q4 has been worse the last 3 years.

[Bulder]

Q3 was up 2,75%. Q4 must be up 4,4%

[Bulder]

or 4,28% to be precise.

[E_L]

“Practice-Changing Study”: Tisotumab Vedotin Boosts Survival in Metastatic Cervical Cancer https://www.obroncology.com/article/practice-changing-study-tisotumab-vedotin-boosts-survival-in-metastatic-cervical-cancer

[E_L]

yesterday i wondered 'Was the data presented at ESMO enough to confirm US approval ( I believe it should be) .' so this is exactly the comment i was looking for-

[E_L]

“This is a practice-changing study,” said Krishnansu S. Tewari, MD, a discussant for the ESMO session and a professor and division director of gynecologic oncology at the University of California, Irvine. “It’s going to convert the accelerated approval of tisotumab vedotin in the United States to full approval, and importantly, it’s going to introduce a brand-new cervical cancer medicine to Europe.”