Genmab — Maj 2024

[E_L]

Tahi Ahmadi more or less predicted this last earnings call on GEN1046 data... 'It’s not that easy because I don’t necessarily know how you guys are going to react. Because it all depends on like what one has in mind in terms of expectations and reality.'

[gentogen]

On Monday, June 3, at 9:00 AM CDT (10:00 AM EDT/4:00 PM CEST), Genmab will host a review of data presented at ASCO from its mid- to late-stage pipeline. The event will be virtual and webcast live.

[E_L]

good. i was hoping for something like that. otherwise it will be hard for us to get the full picture on the data

[lahn1]

Utroligt at Gmab handles som en lille biotek drevet af spekulationer. Det wr jo svært at kl

[Raun]

@Solsen kl. 13.09... Det kan godt være at aktien har været for højt oppe at flyve, men at handle aktien til omkring P/E værdi på 20 - er vel lige lovlig voldsomt, med mindre der vitterlig er noget helt fundamentalt galt...

[lahn1]

Det er jo svært at komme op med betydelig wow effekt når data er så umodne som de er. Er markedet skuffet over manglende mono effekt, når nu studiet er lagt op til at vise comboeffekt?

[E_L]

back to the Q1 call on GEN1046; Q: your data so far on LiverTox seems to be quite manageable. But just wondering what are your thoughts on the long-term safety profile on that side, any potential for accumulated LiverTox from a patient who you use it for longer? Have you seen any accumulated sort of LiverTox data?

[E_L]

A: On LiverTox you’re absolutely correct, and we have now a substantial amount of experience with the asset also in combination with PD-1 and also a decent follow-up. It seems manageable, in our hands. Patients can get reexposed after a recovery period and broadly speaking, tolerate to reexposure really well. And we have absolutely no evidence with the accumulation of liver toxicity with a, as I said, a substantial amount of patients across many trials with a relatively long follow-up

[E_L]

meanwhile it looks like BioNTech will open flat, which would seem slightly bizar if the Genmab drop is all due to GEN1046

[E_L]

also meanwhile, Merus , the little bio neighbor in the same building in Utrecht is up +20% pre-market ffs

[E_L]

Genmab faller efter data för acasunlimab (Finwire) https://www.placera.se/placera/telegram/2024/05/24/genmab-genmab-faller-efter-data-for-acasunlimab.html

[E_L]

Sachin Jain
Bank of America Securities
Buy Kr.2,700.00 Reiterated Today

[Vitus]

Jeg ved ikke hvem du var/er enig med Solsen…..der var da ikke nogen der var uenige da den steg. Nej, banditterne styrer løbet, og når de nu har været i stand til at handle den ned, lykkes det også at handle den på et konstant niveau……det er ikke en aktie i fri handel…..dette burde der graves dybere i….

[Solsen]

Den blev vel handlet i P/E 75 eller noget i den stil. Lidt over hvad rimeligt er vil mange nok mene.

[lahn1]

Thank you EL for helping my mental health with your posts from Q1

[Raun]

Solsen, synes du PE20 er passende?

[E_L]

lol lahn. i can't do anything against grey hair unfortunately

[E_L]

I just feels so similar to Nov2 last year when we got the hexacd38 data at ash, also ~5% drop. Also, high of the day vs low of the day was 2072 -1941 versus now, if you take it from yesterday high 2067 - 1906

[E_L]

it is sometimes difficult NOT to think that these moves are orchestrated...

[Solsen]

Jeg siger blot at PE75 var i den høje ende. Hvad det skal være nu har jeg ikke e