Genmab — November 2019

[bikube]

Sukkeralf 16.49 - Det var da et udmærket link. Ser da ud til, at de er godt sultne efter aktier derovre. Jeg synes blot, der er da sært, at artiklen henviser til regnskabet i Q2, men de har måske ikke fået det nye.

[peter12]

Det der står i linket (16:49) er noget vrøvl. Det er ikke insider køb men nogle små positioner fra IPO'en såvidt jeg kan se her https://www.nasdaq.com/market-activity/stocks/gmab/institutional-holdings

[bikube]

Jeg ved da ikke lige hvor du fik "insider" fra - det er institutionelle investorer, der har øget deres beholdning, og self. er $15Mio ikke voldsomt, men det er da positivt.

[peter12]

Der var en pop-up der skrev noget med insider. Det er ikke noget der er øget for nylig. Du kan tjekke listen jeg linkede til og se den er fra september sammen med mange andre og større positioner. Sandsynligvis fra IPO'en. Man bliver ofte snydt af de der robot artikler ...

[Plimsoller]

God morgen

[transalp]

Go morgen:)

[bibob]

God morgen.

[E_L]

Jefferies European Healthcare Conference, Nov. 20 & 21, Possible late braking ash abstract Nov 21. receptals this week?

[Sukkeralf]

No webcast from Jefferies but they are usually positive on Genmab so hopefully we could hope for a updated target !

[Sukkeralf]

I cant see a ASH late breaker from Genmab - so here I guess its more a question on how fierce a competitor might be (ect GSKs BCMA ADC)

[bibob]

Sukker. Maybe Genmab have a surprice for us in Late Breaking . We can hope so.

[E_L]

i think Jefferies is already one of the highest at 1850, so an upgrade would be interesting

[bibob]

Up to 2000 will be welcome.

[E_L]

I did not expect a late braker either, but in their ash press anouncement they stated "Late breaking abstracts are not yet available.", so that makes me curious, why would they say that? But i may be reading to much into that.

[bibob]

Allways look on the bride side E L.

[E_L]

[Sukkeralf]

After interim for futility in amyloidosis "just" said carry on I cant think of anything other than Janssens BCMA/CD3 if thats not too early. Cant remember the criteria for late breaker

[Sukkeralf]

Im a bit disappointed that Janssen havent yet presented any preliminary clinical data on BCMA/CD3 yet

[Sukkeralf]

E L its a bit strange the way Genmab writes that - no need to put focus on late breaker abstracts if you did not have a chance for that

[E_L]

yes, agree. but like you, I wouldn't know what it could be. BCMA/CD3 would definately be nice surprise!