Genmab — April 2019

[Doublo]

Hvordan kan du se, at de store øger og de små reducere når alle handler er anonyme?

[peter12]

J&J Q1 transcript https://seekingalpha.com/article/4254764-johnson-and-johnson-jnj-q1-2019-results-earnings-call-transcript?part=single

[StockBull]

Kort fortalt, top 30 vokser i antal af genmab aktier. D.v.s dem uden for top 30 bliver mindre og det er dem jeg kalder de små.

[E_L]

thx @peter12 , so i did hear it correct; 9 addtional markets this quarter:

[E_L]

"Outside the U.S., DARZALEX grew 18% and is experiencing increased penetration and share gains across Latin America, the Asia-Pacific region and in the 40 EMEA countries where it is commercially available with 9 new markets added this quarter."

[peter12]

Thx I missed that

[E_L]

[peter12]

Wonder what Alex Gorsky made ? He didn't participate in the webcast ....

[Solsen]

From the Actelion acquisition we know hes in the front seat during negotiations. But I will not speculate in this.

[E_L]

"but i will not speculate on this"; just post it here haha

[E_L]

New Duobody trial!!

[E_L]

GEN1046 Safety Trial in Patients With Malignant Solid Tumors https://clinicaltrials.gov/ct2/show/NCT03917381?term=daratumumab+OR+ofatumumab+OR+tisotumab+OR+Genmab+OR+arzerra+OR+duobody&lupd_s=04%2F15%2F2019&rank=8

[E_L]

1046 = DuoBody-PD-L1x4-1BB

[Solsen]

Happy easter @EL

[Helge_LarsenPI-redaktør]

E.L. Tusinde tak for link.

[Solsen]

Nice to se the first Biontech duobody enter a quite large trial. I remember JW have been looking fw to this for many years.

[gdn55]

Der er nok ikke mange, der tror på en godkendelse af Maia efter luk.

[E_L]

same to you @Solsen and all others. We will have 22c here in NL this weekend, so that should be nice. But we don't have holiday thursday and friday, so there you win

[Solsen]

We dont work that much i DK

[Peter_Panik]

naaaa...ved en Maia rejection, så vil kursen nok suse et par hundrede points ned, så tror jeg ikke man kan udlede, at der ikke er mange, som tror det. Biotek-/pharma har det svært med at tiltrække købere i disse dage, og ingen nye tilkøb i DK foran 3 markedsdage lukket - men øv er det da.