Genmab — Maj 2024
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Fredagens aktier: Zealand og Genmab sendt i dørken mens Mærsk stak af efter ratetal https://proinvestor.com/investornyt/1164225/fredagens-aktier-zealand-og-genmab-sendt-i-dorken-mens-maersk-stak-af-efter-ratetal
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It will never be fully 1 : 1, even when market caps are reasonably similar like these 2. BioNTech lost 2.1% of ~23.36bn = $490mn, Genmab 4.9% of 18.07bn = $885mn. Trading volume was surprisingly similar in $ volume, $125 – $135mn on the main exchanges. But the investors in both companies will be different people with different ideas. And Biontech also had other abstracts. Markets are not perfect. They both trade near their 2021 lows by the way, but Biontech’s all time high was x4 todays price..
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Synes nu godt at man kan sammenligne Genmab og Biontech..... Der i 2022, hvor Biontech aktien stak helt af - var det ikke Corona vaccinen der fik aktien til dette?..... Så min tese er stadig at det er usikkerheden omkring CD38 der spøger, - og puha, hvor bliver det en gyser for kursudviklingen, når der er et halvt år endnu. Før vi på den ene eller anden måde får den usikkerhed ud af verden
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Godmorgen.
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Godmorgen
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Sanofi's Sarclisa Granted FDA Priority Review For Transplant-Ineligible Multiple Myeloma Treatment https://proinvestor.com/investornyt/1164760/sanofis-sarclisa-granted-fda-priority-review-for-transplant-ineligible-multiple-myeloma-treatment
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Fra Nordeas morgenkommentar: Genmab (hold) - Sanofi har fået FDA priority review for deres CD38 antistof Sarclisa i MM (knoglemarvskræft). Hidtil har den kommercielle succes for Sarclisa været meget begrænset i de senere linjer af MM. Nu nærmer Sanofi sig en godkendelse i frontlinje behandling med Sarclisa (nydiagnosticerede MM-patienter), hvor det skal konkurrere direkte mod Darzalex/Faspro. Såfremt det godkendes, bliver det det første antistof, som skal konkurrere mod Darzalex/Faspro i
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frontlinje behandling med Sarclisa (nydiagnosticerede MM-patienter), hvor det skal konkurrere direkte mod Darzalex/Faspro. Såfremt det godkendes, bliver det det første antistof, som skal konkurrere mod Darzalex/Faspro i frontline. En godkendelse i US kommer sandsynligvis ultimo september 2024 med en forventet lancering umiddelbart efter. Aktien faldt 5% i fredags. ASCO abstracts viste rimelige tidlige responsrater (21-22% overall responsrate) i fase II studiet med GEN1046 (ACASUNLIMAB), men
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