Genmab — Oktober 2024
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Jeg giver Jan tre sæt kliniske data mere før jeg endeligt forkaster frasen "The best is yet to come" - det gælder GEN1042 hvor Jan sidste år i forbindelse med omtalelsen af denne sagde, at de endelig havde knækket koden til 4-1BB. Desuden GEN1047 fordi Jan har nævnt en modificeret CD3 arm, som måske kan noget nyt. Sidst men ikke mindst selvfølgelig HexaCD38.
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Der var nok mere panik i forbindelse med COVID-19, end der er nu. Der burde ikke være nogen panik i øjeblikket, da EPCO formentlig vil accelerere betydeligt i salget, sammen med de øvrige otte produkter, som jeg nævnte i de skemaer, jeg sendte i sidste uge.
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let me repeat from Jan early Sep/Morgan Stanley
on GEN3014 - And the good thing as quick as we can we will see that in the coming months because we are going to have the complete data set as agreed J&J to share with them. And we will flag that up to the market for sure. Next year we will see the detailed clinical data. Maybe we'll give you some top-line data this year.
right now -
AbbVie Trims Full-Year Earnings Guidance Due to R&D Milestone Costs https://www.biospace.com/business/abbvie-trims-full-year-earnings-guidance-due-to-r-d-milestone-costs part of that could go to Genmab, we'll see
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