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  4. Genmab — Oktober 2024

Genmab — Oktober 2024

Planlagt Fastgjort Låst Flyttet Genmab
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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;-)

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                          • E Offline
                            E Offline
                            E_L
                            wrote on sidst redigeret af
                            #118

                            Well,
                            that is not completely true @Journalisten ; there have been enough rumours over the years for Jan to make public statements about it, that he wanted to stay independent and that the best way to do that would be to keep the share price as high as possible. He did that more then once.

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                            • E Offline
                              E Offline
                              E_L
                              wrote on sidst redigeret af
                              #119

                              and the rumours were not without base. JNJ had a very sizable share position in Genmab already at the time. And looking back, if JNJ had chosen for a take-over instead of selling that position they would have made an amazing deal if you put it against all the royalties they are paying now

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                              • StockBullS Offline
                                StockBullS Offline
                                StockBull
                                wrote on sidst redigeret af
                                #120

                                Det afhænger nok af, hvordan man definerer seriøse rygter. Der har været mange rygter samt analytikere, der har argumenteret for mulige opkøb, men indtil videre har der ikke været noget konkret bud. Vi ved ikke, hvad der er foregået bag lukkede døre, men det ser ud til, at Jan har afvist flere tilbud, da han gentagne gange har understreget, at Genmab ikke er til salg.

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                                • StockBullS Offline
                                  StockBullS Offline
                                  StockBull
                                  wrote on sidst redigeret af
                                  #121

                                  nogle konkrete officielle bud

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                                  • G Offline
                                    G Offline
                                    gentogen
                                    wrote on sidst redigeret af
                                    #122

                                    Mig bekendt har ingen i denne chat lanceret rygter om opkøb, men blot præsenteret fornuftige argumenter for, hvorfor dette eller hint selskab måtte kunne have en interesse i Genmab. Det kan undertiden være lidt spekulativt, men det er ikke rygter

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                                    • S Offline
                                      S Offline
                                      Sukkeralf
                                      wrote on sidst redigeret af
                                      #123

                                      Nok ingen tvivl om at hvis JNJ kunne have erhvervet sig GEnmab via et venligt opkøb, så var det nok sket for lang tid siden.

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                                      • S Offline
                                        S Offline
                                        Sukkeralf
                                        wrote on sidst redigeret af
                                        #124

                                        Hvis HexCD38 er fremragende og Janssen tager optionen, så står vi vel i en lignende situation - men hvis Genmab ikke vil overtages, så bliver det meget op ad bakke.

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                                        • R Offline
                                          R Offline
                                          Raun
                                          wrote on sidst redigeret af
                                          #125

                                          Mig bekendt er det da også meget lang tid siden at JW har insinueret at Genmab ikke var til salg?

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