Genmab — Juni 2020

GeorgeBest

E L 14:10 - who is the rival biotech?

E_L

Iovance

GeorgeBest

OK thanks, the one we discussed this morning...

E_L

yes, it also mentions -
Baird’s [analyst] Madhu Kumar remains a big TIL fan, but he sees some room for both of these drugs in turn.

E_L

SVB Leerink’s Andrew Berens, meanwhile, wants to see how a combo with Keytruda could work out.

E_L

Importantly, we think TV could be combined with Keytruda as a key strategy going forward, which would expand Keytruda’s therapeutic reach beyond its currently approved label for PD-L1+ cervical cancer patients.

Bulder

Yes, that's the real interesting thing. They have combos with pembro both in 1. and 2. line in InnovaTV205. We'll know more next spring. The important thing about the news yesterday is that we got confirmed the efficacy of TV mono.

Bulder

Just like Sirius with dara mono way back was important. But today we only talk about the combos in MM.

BioShare

Nåh der var da lidt appetit på Genmab i lukkeauktionen....slut kurs 2.220 og næste 90K omsat....lidt skuffende dag uanset...men fin luk

E_L

nice. quarter end rebalancing done. Let's see what Q3 can bring tomorrow. Hopefully lots of new money

E_L

2222 would have been nicer really

GeorgeBest

What du we have of possible
Q3 triggers? JNJ Q2 earnings 16th July, Genmab Q2 earnings 12th August and ofatumumab approval in September. Any other triggers for Q3?

Bulder

Agree, looking forward to 5555

E_L

E_L

i have a bit of hope for data for GEN1046 / DuoBody-PD-L1x4-1BB

E_L

ESMO is at the end of September, who kows, mabye a data update on one of the Duobodies

Bulder

Ritzau: "Det ser rigtigt godt ud, og de overgår egne forhåbninger, vurderer Christian Thatje (Sydbank), der på baggrund af dataene havde set aktien højere." - Det havde jeg egentlig også, men det kan jo komme.

Klarussen

Dagens case
Genmab (GMAB) Kurs 2169.00, 29. jun 2020

chart

Genmab har brudt den opadgående trend opad på mellemlang sigt, hvilket åbner mulighed for endnu højere stigningstakt. Der er ingen modstand i kursdiagrammet, og et videre opsving indikeres. Ved reaktioner tilbage har aktien støtte ved cirka 1620 kroner. RSI divergerer negativt mod kursen, hvilket indikerer fare for en reaktion nedad. Aktien anses samlet set teknisk positiv på mellemlang sigt.
Anbefaling: Køb

Klarussen

Investtech:

Helge_LarsenPI-redaktør

Jeg kommenterer TV 21 minutter inde i udsendelsen: https://www.euroinvestor.dk/podcast/millionaerklubben-gode-nyheder-fra-genmab