Genmab — Januar 2020

[E_L]

super indeed. these vouchers are very valuable, Genmab really lucky that Novartis used it on Ofa. It also says something about Ofa's importance for Novaris

[E_L]

Bavarian Nordic sold their voucher last year for $95 million...

[Solsen]

in fact they paid for 3 more month on market. They have a lot of confidence in ofa as a blockbuster.

[E_L]

I know it is a bit too simple to then
conlude that 3 month Ofa profits for NVS should be >$96mio, but still, a nice thought

[Solsen]

Well not so simple as written. Its also about to get to the market asp before Roche grab it all.

[Solsen]

Just dont know how easy it is to take anything from Roche.

[E_L]

exactly, that is why i wrote 't is a bit too simple to then conlude that.."

[Solsen]

Anybody recall the patent situation on ofa in RRMS ?

[Solsen]

GMAB eneste aktie ud af 25 stk biotech/BP på min US liste

[GeorgeBest]

Health Emergency https://www.cnbc.com/2020/01/30/who-declares-china-coronavirus-a-global-health-emergency.html

[Solsen]

Mon vi snart ser en længe ventet partneraftale....

[JKY_VH]

Det ville være dejligt Solsen

[Bulder]

US endte i plus efter WHO udmeldingen. NBI blev dog hængende i dyndet - bortset fra gmab. Men det ser ikke så tosset ud for i morgen.

[Helge_LarsenPI-redaktør]

God morgen.

[Plimsoller]

God morgen

[bibob]

God morgen.

[transalp]

Go morgen..

[Helge_LarsenPI-redaktør]

Størst i Genmab: https://www.proinvestor.com/investornyt/653560/ugens-aendringer-i-shortpositioner-storst-aendring-i-genmab

[Helge_LarsenPI-redaktør]

Ola Landgren, M.D.
@DrOlaLandgren
·
6 t
Svarer
@BrizzleDoc
og
@VJHemOnc
We showed at ASH 2019: (1) No additional grade >3 toxicities with weekly KRd-daratumumab (vs standard of care KRd); (2) No grade >3 peripheral neuropathy; (3) No deaths on study; (4) Total 30 dose reductions in 21 pts; majority were lenalidomide (N=15) and dexamethasone (N=12)https://twitter.com/DrOlaLandgren/status/1223056579077070849

[GeorgeBest]

News: GENMAB A/S <GMAB.CO>: GUGGENHEIM CUTS PRICE TARGET TO DKK 1760 FROM DKK 1804 - RTRS | News Wires | Thomson Reuters Eikon