Genmab — Maj 2020

[Sukkeralf]

Lad os håbe Jan ikke trækker i land omkring guidance og epcoritamab deal i aften, så skulle der være en chance for ATH i morgen, hvis det generelle marked ellers opfører sig pænt.

[E_L]

i am a bit cautious, these are difficult times for negotiations. i think it is realistic to be prepared for some delay tbh

[E_L]

i am wondering where we would be trading now if Covid never happened
...

[Bulder]

Lower. Covid has made people shift to medico/biotec.

[Bulder]

look at sgen

[E_L]

sgen had some succes. we were trading here before the outbreak and had a good news-quarter; think we would be trading higher

[E_L]

agree that bio might not have outperformed as much without covid though

[E_L]

but then the rest of the market would be higher as well

[E_L]

will biotech keep outperforming if/when covid disappears...? bio had been underperforming for a while..

[Sukkeralf]

E L - but based on Jans positivity towards a epcoritamab deal they must have been close to signing so I would not buy a longer delay

[E_L]

all i can say is that i hope that you are right

[E_L]

we'll know soon anyway

[Sukkeralf]

What about the CD3/5T4 BsAb IND - that should come in H1

[Sukkeralf]

I hope we will not see a number of Corona excuses but hard to believe that they are not impacted at all

[E_L]

The combination of venetoclax, daratumumab and dexamethasone for the treatment of refractory primary plasma cell leukemia https://onlinelibrary.wiley.com/doi/full/10.1002/ajh.25676

[E_L]

Horizon Therapeutics TEPEZZA (teprotumumab-trbw) First-Quarter 2020 Net Sales of $23.5 Million Driven by
Strong Demand and Launch Execution, Significantly Exceeding Expectations;
Increasing Full-Year 2020 Guidance to Greater Than $200 Million from $30 Million to $40 Million

[E_L]

that is an amazing launch

[E_L]

also interesting for Dara SC and Ofa to see that a launch can still be successful even now

[E_L]

Announcing the Addition of Two New TEPEZZA Pipeline Programs: New TEPEZZA Trial in Fibrotic TED , New Potential TEPEZZA Subcutaneous Administration Program, TEPEZZA dcSSc Exploratory Trial ..... https://ir.horizontherapeutics.com/news-releases/news-release-details/horizon-therapeutics-plc-reports-strong-first-quarter-2020

[troldmanden]

EL we dont know yet if dara SC and ofa will be succesful launch