Genmab — November 2024

[JKY_VH]

Milliard­for­valter: Genmab-aktien er billig, selv hvis de fejler

[JKY_VH]

Milliardforvalter: Genmab-aktien er billig, selv hvis de fejler

Biotekaktien Genmab er mere end halveret i børsværdi på to år. Aktien er blevet billig, mener storaktionær og analytikere Den danske biotekaktie Genmab er faldet fuldstændigt fra hinanden, og aktiekur

borsen.dk (borsen.dk)

[JKY_VH]

Julia Angeles, porteføljeforvalter, Baillie Gifford “Genmabs nuværende aktiekurs afspejler selskabets eksisterende forretning, men markedet tillægger ikke nogen værdi til potentielle fremtidige lægemidler,” forklarer hun.

Analytikerne, der ifølge Bloomberg dækker aktien, ser i gennemsnit et kurspotentiale på over 50 pct. i aktien."

[peter12]

@EL I think Tivdak + pembro could be a good combo https://pmc.ncbi.nlm.nih.gov/articles/PMC10543937/

[ProinvestorNEWS]

Danske aktier 2024: Bedre end sit rygte, men 11 selskaber skylder afkast og en god forklaring
https://proinvestor.com/boards/122864

[ProinvestorNEWS]

Mandagens aviser med Carlsberg, Genmab og NNIT https://proinvestor.com/investornyt/1237106/mandagens-aviser-med-carlsberg-genmab-og-nnit

[E_L]

@peter ok, yes, that's right. But that Japan data was still mono, just TV. Primary Completion date for the combination trial -also with Pembro-
is end of the year, so hopefully we'll see some encouraging data on that Q1 25

[gentogen]

This combo (in various forms) is also art of Innova TV207 https://clinicaltrials.gov/study/NCT03485209?term=tisotumab vedotin&rank=4

[gentogen]

part

[Raun]

@JKY_VH kl. 12.31... Kursmæssigt sker der jo som sædvanligt ikke noget, med disse positive artikler. Men vi skal da være glade, så længe artiklerne ikke har en modsat negativ klang. - Så ryger vi jo lige lukt i hullet

[E_L]

BioNTech 3rd Quarter 2024
Financial Results & Corporate Update presentation
https://assets.main.pro2.maf.media-server.com/13657c81f8f940d982ff233fb03e447c/Q3_2024_BNTX_Presentation_FINAL.pdf -GEN1042 update expected in 2025.

[E_L]

the acasunlimab Ph 1 / 2 trials still show in the presentation, I guess they will continue to contribute financially to these until finalised?

[gentogen]

None of them are recruiting any more, so the fimnancial impact is probably very low (if any)

[JKY_VH]

Raun 14:46, du har (desværre) fuldstændig ret

[E_L]

small new trial - Epcoritamab for the Treatment of Relapsed or Refractory Post Transplant Lymphoproliferative Disorders https://clinicaltrials.gov/study/NCT06672705

[E_L]

https://ash.confex.com/ash/2024/webprogram/start.html#srch=words|epcoritamab|method|and|pge|1|byDayany|any|bySymposiumany|any|byAudienceany|any ASH abstracts available. Getting 64 hits when searching for epcoritamab... good luck...

[Bulder]

of which
17 Are oral.

[E_L]

Here you can find the SITC abstracts https://jitc.bmj.com/content/12/Suppl_2

[Bulder]

Gen1042: Conclusions DuoBody-CD40×4-1BB demonstrated biologic and early antitumor activity with a favorable safety profile in patients with advanced solid tumors. Expansion cohorts, including combination therapy with PD-1 inhibitors, are currently enrolling.

[E_L]

SITC24 Acasunlimab https://jitc.bmj.com/content/12/Suppl_2/A821 & https://jitc.bmj.com/content/12/Suppl_2/A752