Genmab — April 2024
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It seems there are two distinct different analyst schools - one that believes in opt-in and another that does not. Believers have ~3k targets non believers have sub 2k targets
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Hard to tell from the publicly available information.
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Godmorgen
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C25: Oversigt over regnskabsforventninger https://www.proinvestor.com/boards/119651
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Shith
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Men det fylder noget af hullet i den tynde pipeline
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ADC startup ProfoundBio, led by Seagen veterans, raises $112M
The Series B round will fund development of antibody-drug conjugates now in clinical testing, among them a rival to AbbVie’s ovarian cancer drug Elahere.
BioPharma Dive (www.biopharmadive.com)
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Fra MW "(Korrektion: Rettet forventninger til driftsomkostninger til kr. fra dollar i syvende afsnit)
Genmab har købt amerikanske Profoundbio for 1,8 mia. dollar. Med opkøbet vil det danske biotekselskab udvide sin portefølje med tre nye lægemiddelkandidater.
Samtidig har det danske selskab præciseret sine forventninger til driftsomkostningerne i 2024, oplyser Genmab.
- Opkøbet vil yderligere øge Genmabs midt- til senstadie kliniske pipeline og styrke og komplementere Genmabs i forvejen
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