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  4. Genmab — November 2023

Genmab — November 2023

Planlagt Fastgjort Låst Flyttet Genmab
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  • StockBullS Offline
    StockBullS Offline
    StockBull
    wrote on sidst redigeret af
    #1461

    Den faldende oliepris kunne godt tyde på at en recession er på vej, spørgsmålet er om Biden så begynder at købe op til strategic reserves

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    • StockBullS Offline
      StockBullS Offline
      StockBull
      wrote on sidst redigeret af
      #1462

      og den faldende dollar

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      • StockBullS Offline
        StockBullS Offline
        StockBull
        wrote on sidst redigeret af
        #1463

        Men har svært ved at se at earnings skulle kunne stige i H1-2024 i US med de nu høje renter som bider mere og mere.

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        • StockBullS Offline
          StockBullS Offline
          StockBull
          wrote on sidst redigeret af
          #1464

          Tror dog godt big pharma inklusiv Genmab kan stige i H1-2024 da de aktier har fået en del tæsk i 2023 og ser kommer vel en sektor rotation over de defensive aktier snart ligesom man kan se obligationer er begyndt at stige

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          • E Offline
            E Offline
            E_L
            wrote on sidst redigeret af
            #1465

            we just had a 5.2% print on US GDP...makes it a bit hard to see that recession atm...

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            • E Offline
              E Offline
              E_L
              wrote on sidst redigeret af
              #1466

              New trial: Safety and Preliminary Efficacy of BNT314 With or Without an Immune Checkpoint Inhibitor in Cancer Patients With Malignant Solid Tumors https://clinicaltrials.gov/study/NCT06150183 (GEN1059 = BNT314

              DuoBody-EpCAMx4-1BB
              )

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              • S Offline
                S Offline
                Sukkeralf
                wrote on sidst redigeret af
                #1467

                https://www.janssen.com/johnson-johnson-highlights-its-preeminent-leadership-hematology-through-differentiated-blood-cancer

                1 Reply Last reply
                0
                • S Offline
                  S Offline
                  Sukkeralf
                  wrote on sidst redigeret af
                  #1468

                  Janssen ASH

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                  • P Offline
                    P Offline
                    Pensionisten
                    wrote on sidst redigeret af
                    #1469

                    Det var da godt nok noget af en smøre, @Sukkeralf. Og hvis de så kunne starte med at oplyse, at Genmab har vundet ankesagen - så kunne det jo blive ligefremt dejligt 😄

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                    • S Offline
                      S Offline
                      Sukkeralf
                      wrote on sidst redigeret af
                      #1470

                      Ja de fylder godt - mangler lige epcoritamab

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                      0
                      • S Offline
                        S Offline
                        Sukkeralf
                        wrote on sidst redigeret af
                        #1471

                        Spændende med deres trispecifikke antistof JNJ-79635322 - en mulig arvtager til Tec+Tal. Mon det er deres egen teknologi?

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                        • StockBullS Offline
                          StockBullS Offline
                          StockBull
                          wrote on sidst redigeret af
                          #1472

                          Yes correct EL. GDP for Q3 was very high but many CEO guided lower earnings in Q4. Usually in high interest environment GDP drop with 2-3% per Q so maybe 2.5% in Q4 and -0.5% in Q1-2024. Time will show. So Q4 / annual reports and 2024 guiding for 2024 thats coming in January to February will be very interesting for the marked.

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                          • StockBullS Offline
                            StockBullS Offline
                            StockBull
                            wrote on sidst redigeret af
                            #1473

                            Men ja, også muligt Joe Biden fortsætter med at stimulere økonomien med store summer og derved kan holde ernings oppe. Men så kommer renten jo ikke ned hvis økonomien er er i top og alle har jobs. Den høje rente vil bare gøre USAs gæld større og større og koste ca. 1.5T per år i renter. Det er jo fordi Biden stort set bare har fortsat covid stimulus at gælden vokser vildt og nu ikke kan tæmmes. Hele lokummet kan vælte som i 2009.

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                            • Helge_LarsenPI-redaktørH Offline
                              Helge_LarsenPI-redaktørH Offline
                              Helge_LarsenPI-redaktør
                              wrote on sidst redigeret af
                              #1474

                              Godmorgen 🙂

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                              0
                              • S Offline
                                S Offline
                                Stroka
                                wrote on sidst redigeret af
                                #1475

                                God morgen. 🙂

                                1 Reply Last reply
                                0
                                • B Offline
                                  B Offline
                                  bibob
                                  wrote on sidst redigeret af
                                  #1476

                                  Blenrep. https://firstwordpharma.com/story/5804061?from=article

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                                  • B Offline
                                    B Offline
                                    bibob
                                    wrote on sidst redigeret af
                                    #1477

                                    Just a moment...

                                    favicon

                                    (firstwordpharma.com)

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                                    • E Offline
                                      E Offline
                                      E_L
                                      wrote on sidst redigeret af
                                      #1478

                                      nejm -Amivantamab plus Chemotherapy in NSCLC with EGFR Exon 20 Insertions
                                      https://www.nejm.org/doi/full/10.1056/NEJMoa2306441

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                                      • E Offline
                                        E Offline
                                        E_L
                                        wrote on sidst redigeret af
                                        #1479

                                        on Blenrep i really need to see the data first; there is a chance some Dara refractory patients were included, which we know would disadvantage the Dara arm in the trial. Need to see if that is the case.

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                                        • E Offline
                                          E Offline
                                          E_L
                                          wrote on sidst redigeret af
                                          #1480

                                          Otherwise it would possibly be more advantageous for Teclistamab then for Blenrep due to Blenrep toxicities.

                                          1 Reply Last reply
                                          0

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