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  4. Genmab — Oktober 2024

Genmab — Oktober 2024

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • E Offline
    E Offline
    E_L
    wrote on sidst redigeret af
    #98

    or this one “conditions for M&A are favorable,” according to a research note from Morgan Stanley. https://www.fiercepharma.com/pharma/firepower-aplenty-and-patent-cliffs-ahead-time-right-ma-activity-report or M&A

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    • E Offline
      E Offline
      E_L
      wrote on sidst redigeret af
      #99

      but it isn't materialising, M&A is weak this year and that is not helping share prices...

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      • E Offline
        E Offline
        E_L
        wrote on sidst redigeret af
        #100

        but rumours have been there for a long time 🙂 https://invivo.citeline.com/SC004123/Genmab-a-potential-target-for-GSK

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        • P Offline
          P Offline
          Pensionisten
          wrote on sidst redigeret af
          #101

          Journalisten - søg på I dreamed a dream fra Les Miserables. Det er ren ønsketænkning 😉

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          • SolsenS Offline
            SolsenS Offline
            Solsen
            wrote on sidst redigeret af
            #102

            Faktum er, at langt de fleste succesfulde biotech bliver opkøbt. Så er spørgsmålet blot om Genmab er succesfuld. Der er vi nok uenige 😉

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            • Helge_LarsenPI-redaktørH Offline
              Helge_LarsenPI-redaktørH Offline
              Helge_LarsenPI-redaktør
              wrote on sidst redigeret af
              #103

              Godmorgen 🙂

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              • S Offline
                S Offline
                Stroka
                wrote on sidst redigeret af
                #104

                God morgen 🙂

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                • L Offline
                  L Offline
                  LP90
                  wrote on sidst redigeret af
                  #105

                  Godmorgen 🙂

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                  • StockBullS Offline
                    StockBullS Offline
                    StockBull
                    wrote on sidst redigeret af
                    #106

                    Godmorgen 🙂

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                    • StockBullS Offline
                      StockBullS Offline
                      StockBull
                      wrote on sidst redigeret af
                      #107

                      Der kan også være fonde m.m., der har stop-loss på deres Genmab-aktier. Uanset hvor gode nyhederne måtte være, er de måske nødt til at overholde deres stop-loss-regler. Jeg formoder, at de har regler, de skal følge, og de kan ikke bare sidde og se på, at en aktie falder 50% uden at handle. Dette kan muligvis være med til at forstærke nedturen.

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                      • P Offline
                        P Offline
                        ProinvestorNEWS
                        wrote on sidst redigeret af
                        #108

                        Opdivo wins FDA label expansion in perioperative NSCLC https://firstwordpharma.com/story/5901073

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                        • E Offline
                          E Offline
                          E_L
                          wrote on sidst redigeret af
                          #109

                          Have we been given any information yet as to whether genmab is allowed to develop an antibody targeting EGFR and cMET (PRO1286) within the rules of the contract they have with JNJ on amivantamab?

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                          • S Offline
                            S Offline
                            Sukkeralf
                            wrote on sidst redigeret af
                            #110

                            I would guess they can but not sure. In the Duobody agreement the partner pays a smaller amount in the beginning of a program and gets exclusivity for a shorter period of time. My understanding hereafter that others could persue same target combination. Zymeworks for instance had no exclusivity on their BsAb platform

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                            • S Offline
                              S Offline
                              Sukkeralf
                              wrote on sidst redigeret af
                              #111

                              Since Genmab have deeper knowledge on Amivantamab arms there could be other rules applied here.

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                              • E Offline
                                E Offline
                                E_L
                                wrote on sidst redigeret af
                                #112

                                ok, thanks. I am pondering the fact that they are starting a clinical trial in China. i was even thinking, if China could fall outside of the reach of an agreement, they could give prove of concept there and then sell the product

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                                • E Offline
                                  E Offline
                                  E_L
                                  wrote on sidst redigeret af
                                  #113

                                  curious if we will hear more about this in their quarterly reporting

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                                  • E Offline
                                    E Offline
                                    E_L
                                    wrote on sidst redigeret af
                                    #114

                                    similar thoughts/doubts
                                    Sukkeralf https://x.com/JacobPlieth/status/1842115371467219052

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                                    • E Offline
                                      E Offline
                                      E_L
                                      wrote on sidst redigeret af
                                      #115

                                      we could even end up with a similar deal with JNJ as Hexa-CD38 with Dara, but i very much doubt Jan is very keen on that atm...

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                                      • J Offline
                                        J Offline
                                        Journalisten
                                        wrote on sidst redigeret af
                                        #116

                                        Tak for svar og lidt som ventet, - at der tilsyneladende aldrig har været seriøse rygter om Genmab som opkøbsmål, - bortset altså tilbage i 2009.

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                                        • J Offline
                                          J Offline
                                          JKY_VH
                                          wrote on sidst redigeret af
                                          #117

                                          Jeg synes, at du skal skrive en artikel om, at opkøbsrygterne tager til;-)

                                          1 Reply Last reply
                                          0

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