Genmab — November 2020

[E_L]

the EV disease targets are widely covered by other drugs in the pipeline

[E_L]

Jan hinted just the other day how impressed he was with AbbVie ADC technology, calling it ADC 3.0 and I think it fits with the decision not to pursue CamiT

[E_L]

I had a little bit of hope they would have been able to sell it or licence it out, but that wasn't based on anything really

[StockBull]

Ja det forklare jo salgspresset men som sagt mere eller mindre forventet

[GeorgeBest]

EnaV’s death was expected, but some analysts had a little value allocated to EnaV. Therefore there might come a couple of negative stories tonight or tomorrow.

[E_L]

Jan told us very clearly they would only choose the best drugs to continue with and ruthlessly shelve / discard off the others. He is keeping his word.

[E_L]

looking forward to he borsen headline @GB

[StockBull]

We can surely rely on Jan and hopefylly also his 5000 target

[Bulder]

3 analysts in my notes has avg DKK 33 on EnaV. Gen fell today DKK 66.

[E_L]

well you can rip that page out of your notebook

[Bulder]

already done

[JørgenVarnæs]

Kill your darlings. Me likes

[JørgenVarnæs]

Det skader nok ikke at sende et signal om, at der bliver siddet tungt på pengekassen

[Bulder]

synes man kunne fornemme på lukauk, at der nok ikke bliver mere ud af den sag.

[Plimsoller]

Fail fast. Det står på forreste side af enhver bog om innovation, så det er da udmærket at komme af med den og koncentrere sig om de midler der har potentiale.

[deleted-user]

Fra finans.dk "Nyheden er utvivlsomt negativt for det danske biotekselskab, der her frem mod lukketid er nede med mere end 3 pct. i kølvandet på meddelelsen"

[E_L]

it was trading at 2223 when the news broke and closed 13dkk lower lol

[E_L]

Novartis presentation with some interesting Kesimpta pages (90-100) https://www.novartis.com/sites/www.novartis.com/files/meet-novartis-management-2020-presentation.pdf

[Solsen]

5,2% NBRx share after 10 weeks....

[Solsen]

Side 92