Genmab — Juli 2024

[Solsen]

..styr…

[E_L]

some gaps close, some remain open forever. Some 'runaway gaps' can actually run away from the gap very fast. So I don't trade them as such. The open and close points of the gap can often be seen as resistance or support though, i think that is much more tradeable.

[E_L]

AbbVie's EPKINLY Receives First-Ever Time-Limited Reimbursement Recommendation by Canada's Drug Agency https://finance.yahoo.com/news/abbvies-epkinly-receives-first-ever-110200465.html

[Raun]

Mange tak for svar E L

[E_L]

Hemab Therapeutics
@Hemab_Tx
“The whole system stops working.”

This is the story of Glanzmann thrombasthenia. The transfusion of platelets – which seems like an obvious solution – is sometimes simply not an option. https://x.com/Hemab_Tx/status/1815718038802444611

[Solsen]

Siden bunden er der et gap mellem den 11. og 12. Juli på 50 øre. Det blev lukket den 15. Juli. Så rent bord til fortsatte stigninger, hvis man er TA-troende https://finance.yahoo.com/quote/GMAB.CO/chart/#eyJpbnRlcnZhbCI6ImRheSIsInBlcmlvZGljaXR5IjoxLCJjYW5kbGVXaWR0aCI6Ni40MjczNTA0MjczNTA0MjgsInZvbHVtZVVuZGVybGF5Ijp0cnVlLCJjcm9zc2hhaXIiOnRydWUsImNoYXJ0VHlwZSI6ImNhbmRsZSIsImV4dGVuZGVkIjpmYWxzZSwibWFya2V0U2Vzc2lvbnMiOnt9LCJhZ2dyZWdhdGlvblR5cGUiOiJvaGxjIiwiY2hhcnRTY2FsZSI6ImxpbmVhciIsInBhbmVscyI6

[Raun]

Tak Solsen

[Solsen]

Et firma vi måske skal holde øje med https://www.linkedin.com/posts/peter-lebowitz_solidtumors-inflammatory-immunology-activity-7221493419771129856-AXPG?utm_source=share&utm_medium=member_ios

[Solsen]

@Raun lad os håbe på en hurtig genfødsel af Genmab

[Solsen]

Genmab har i de tilbagefald jeg kan huske ikke lavet en decideret bund. Men mere en hurtig rekyl - V-formet.

[Hugininvest]

Det er udelukket, at vi skal teste nogen bund igen. Hvis ellers man nogensinde kan udelukke hændelser. Men såvel TA som FA og ikke mindst det hele markedsbillede omkring Genmab, alder på hidtidige skuffelser, og der forhold at næsten intet kan skuffe længere, gør at vi lige nu er i første gear på en lang stigning. Overvægt af positive muligheder. Kort sagt “you ain’t seen nothing yet”

[Solsen]

[Raun]

[transalp]

" knock your socks off " scenario.. :))

[Darvin]

God morgen helt enig Solsen og Hugininvest. Vi skal videre op

[Pensionisten]

Nu får vi jo indenfor de kommende par uger regnskaber for såvel Genmab som Novo.F.s.v. angår Novo, kan jeg godt fornemme, at der er nogle positive triggere - men det kniber meget for mig at se det samme ved Genmab. Kan I se det anderledes?

[E_L]

i think the main focus will be on the integration of Profound Bio and the effect of that on earnings/costs. We'll also see how much they really paid when we see the cash on the balance sheet, which willl now include Profound cash. They had just closed a $112mn funding round, not sure if they had any debt

[Solsen]

https://finance.yahoo.com/news/j-j-forecast-dominate-bite-075217611.html Genmab i godt selskab

[Sukkeralf]

Flot estimeret salg for tecvayli - og lidt ærgerligt at Epkinly ikke nævnes. Kunne ligeledes være rart at se et estimat for Rybrevant.

[exitnu]

Rotation ud af IT/AI over mod Pharma og Biotek (Mid Cap) ...