Genmab — Februar 2024
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Vi er nok alle irriteret over kursen ikke er over 3000. Aktiekursen har sit eget liv, som JW siger. Vi kan ikke pege på en præcis årsag til at kursen roder rundt hernede. I min optik er kursen for lav. Men hvornår det bliver bedre vil jeg ikke gætte på.
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Masser af R, begrænset D og tungetunge administrationsomkostninger
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var det ikke Novod, der kaldte set-uppet for "døde penge"
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the 50/50 split Genmab wants is a significant hurdle for partnerships with big pharma i believe. and very possibly one of the reasons some of the larger bi-specific deals we have seen over the last few months were not with genmab technology. But i can't blame them for pursuing 50/50, after what happened with JNJ, i would also not want to be in a position like that again...
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But it's really not that hard - once you have run the safety/dose escalation part of the clinical development, you are in a very different place negotiation-wise. GEN has done very little of this. In fact, it seems they need to partner with other companies to have the necessary tech to even get programs into the clinic
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Apart from hexa - when was the last time we saw results from the clinic on new programs?
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how is KYSO the same as the need to enter 50/50 partnerships to get something off the ground?
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EL, indeed. But where are all the other programs showing clinical promise?
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So far we've seen nothing from the Biontech collab but vailed hints about synergistic effect. I can't point to a single thing in the pipeline with the potential to break through
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but perhaps worse - there is a profound lack of phase 3 programs in the pipeline
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