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Genmab — Maj 2019

Planlagt Fastgjort Låst Flyttet Genmab
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  • E Offline
    E Offline
    E_L
    wrote on sidst redigeret af
    #551

    Transcript of GEN.CO earnings conference call or presentation 8-May-19 https://finance.yahoo.com/news/genmab-cph-gen-financially-strong-115637403.html

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    • J Offline
      J Offline
      JKY_VH
      wrote on sidst redigeret af
      #552

      tak E L

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      • J Offline
        J Offline
        jkj
        wrote on sidst redigeret af
        #553

        No transcript on that link EL ?

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        • E Offline
          E Offline
          E_L
          wrote on sidst redigeret af
          #554

          this better? https://finance.yahoo.com/news/edited-transcript-gen-co-earnings-233145601.html

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          • E Offline
            E Offline
            E_L
            wrote on sidst redigeret af
            #555

            yes

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            • J Offline
              J Offline
              JKY_VH
              wrote on sidst redigeret af
              #556

              Ser ud til at nohope får renset godt ud. Nu kun -1,65 %

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              • SolsenS Offline
                SolsenS Offline
                Solsen
                wrote on sidst redigeret af
                #557

                And I think we could potentially see partnerships for both of these programs to maximize the potential for the CD3xCD20, the very competitive hematological area. Now a little bit behind Roche and Regeneron but with a very differentiated molecule. This is given subcutaneously and preclinically. It's very, very much more potent than these other programs and we use a different way of silencing the bispecific. So we expect potentially less side effect issues than had been seen with this earlier

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                • SolsenS Offline
                  SolsenS Offline
                  Solsen
                  wrote on sidst redigeret af
                  #558

                  generation, more primitive bispecific. So yes, that's probably all I can say at this moment.

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                  • SolsenS Offline
                    SolsenS Offline
                    Solsen
                    wrote on sidst redigeret af
                    #559

                    JW betegner altså Regeneron og Roches bispecifik som more primitive 🙂

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                    • SolsenS Offline
                      SolsenS Offline
                      Solsen
                      wrote on sidst redigeret af
                      #560

                      Regenerons stof ligner et stof med sideeffect issues

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                      • S Offline
                        S Offline
                        Sukkeralf
                        wrote on sidst redigeret af
                        #561

                        en der gider linke til Jan på børsen play

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                        • G Offline
                          G Offline
                          gentogen
                          wrote on sidst redigeret af
                          #562

                          https://play.borsen.dk/klip/5cd38eab595ab4f00a3323ac/genmab-direktoer_til_investorerne_hold_ud_-_genmab_er_en_fantastisk_investering.html

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                          • P Offline
                            P Offline
                            polle1
                            wrote on sidst redigeret af
                            #563

                            Som jeg tidligere har sagt, så handler det jo i bund og grund om man tror på GEN som vækstcase, og har tillid til det som JW fortæller om fremtiden. Ingen kan jo påstå præcist at vide det med sikkerhed. Jeg tror fuldt og fast på casen, og tager udsvingene i kursen med på rejsen. God dag

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                            • J Offline
                              J Offline
                              jkj
                              wrote on sidst redigeret af
                              #564

                              fra børsenhttps://borsen.dk/nyheder/virksomheder/artikel/1/381194/finanshus_om_genmab_vi_siger_det_igen_hvis_du_tror_paa_vores_97_mia_dollar_topsalgsestimat_hvem_bekymrer_sig_saa_om_salget_af_darzalex_for_2019.html?utm_source=forside&utm_campaign=nyhed_03

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                              • E Offline
                                E Offline
                                E_L
                                wrote on sidst redigeret af
                                #565

                                so, do I understand correctly that, with COLUMBA AND PLEIADES data now available and assuming a filing in the summer time frame ; we can already have a rather broad label approved early 2020 / mulitple lines?

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                                • BulderB Offline
                                  BulderB Offline
                                  Bulder
                                  wrote on sidst redigeret af
                                  #566

                                  yes, that's how I see it as well. And a 6 mths PR assumably.

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                                  • E Offline
                                    E Offline
                                    E_L
                                    wrote on sidst redigeret af
                                    #567

                                    excellent.

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                                    • E Offline
                                      E Offline
                                      E_L
                                      wrote on sidst redigeret af
                                      #568

                                      I also think that the fact that he now firmly expressed they probably need partnerships for DR5/5 and CD3xCD20 is very significant, as it shows that they see big market potential, bigger then they think they can handle themselves

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                                      • SolsenS Offline
                                        SolsenS Offline
                                        Solsen
                                        wrote on sidst redigeret af
                                        #569

                                        Yes very positive and the top news from yesterday !

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                                        • SolsenS Offline
                                          SolsenS Offline
                                          Solsen
                                          wrote on sidst redigeret af
                                          #570

                                          "Vi siger det igen. Hvis du tror på vores 9,7 mia. dollar topsalgsestimat, hvem bekymrer sig så om salget af Darzalex for 2019 kun når 2,9 mia. dollar," skriver Bernstein-analytikeren - kilde Børsen

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