Genmab — August 2020

[bibob]

Yes, it would be nice.

[Helge_LarsenPI-redaktør]

Tak Seacop.

[Helge_LarsenPI-redaktør]

Servicemeddelelse: Tjek MARKED ud i topmenuen. Der er nye værktøjer til dig.

[Klarussen]

E.L.: det er fantastisk godt nyt for patienterne, men vel ikke noget som øger Genmabs indtjening?

[E_L]

Genmab will receive royalties on Tepezza sales. If the patient can't get to the hospital, or does not want to go to a hospotal due to Covid, treatment may be delayed or skipped. With home infusion you can still sell Tepezza to him at home.

[E_L]

this will be the same for Ofatumumab; the first B-cell therapy that can be self-administered at home using an autoinjector pen. It is one of the reasons Covid could potentially create a competitive advantage for Ofa (besides the difference in
B cell depletion)

[E_L]

as for Dara, we heard JNJ is training nurses for home administration (-even though Jan said a while back that he did not expect that to happen; the current situation may have changed things)

[E_L]

AbbVie cans Voyager Alzheimer’s, Parkinson’s gene therapy pacts https://www.fiercebiotech.com/biotech/abbvie-cans-voyager-alzheimer-s-parkinson-s-gene-therapy-pacts

[Helge_LarsenPI-redaktør]

Just a moment...

(www.proinvestor.com)

[bikube]

Så er Dara Sub.q. godkendt i Canada.

[E_L]

New trial to compare maintenance therapy with Daratumumab or Lenalidomide https://www.clinicaltrials.gov/ct2/show/NCT04497961?term=genmab+OR+daratumumab+OR+darzalex+OR+ofatumumab+OR+Duobody+OR+Teprotumumab+OR+Tepezza+OR+Tisotumab+OR+camidanlumab+OR+Enapotamab+OR+ADCT-301+OR+Teclistamab+OR+Talquetamab+OR+Amivantamab&lupd_s=08%2F04%2F2020&draw=2&rank=2

[Helge_LarsenPI-redaktør]

God morgen.

[transalp]

Go morgen ..

[E_L]

Danske Bank höjer riktkursen för Genmab till 2 300 danska kronor (2 175), upprepar behåll - BN (Finwire)
2020-08-05 07:51

[bibob]

Thx E L. Still positive there.

[Stockwatch1]

Danske Bank: As we await the Q2 20 results and the dust over the AbbVie collaboration settles,
we look for the potential next share price trigger. We think GEN1046 could be
the next pipeline gem and Genmab expects first in human data in H2 20. We keep
our Hold rating and raise our 12M target price to DKK2,300 (DKK2,175).

[Klarussen]

Lidt småfesent kursmål. Kurstriggeren burde indregnes (i begge retninger), ellers giver det jo ingen mening...

[Solsen]

Hvis data berettiger det skal de nok hæve kursmålene. I modellerne er der sat sandsynligheder for hver enkelt stof i pipelinen som sørger for at indregne kurstriggere i begge retninger.

[E_L]

wow Horizon... just wow; -- Increasing TEPEZZA Peak U.S. Annual Net Sales Estimate to Greater Than $3 Billion from Greater Than $1 Billion --

[E_L]

-- TEPEZZA (teprotumumab-trbw) Second-Quarter 2020 Net Sales of $165.9 Million
Driven by Strong Commercial Execution, Significantly Exceeding Expectations;
Increasing Full-Year 2020 Guidance to Greater Than $650 Million from Greater Than $200 Million --