Genmab — November 2020

[JørgenVarnæs]

Mit estimat er usd 241,6m

[Macabo]

Sikkert en sammeblanding af de 2 versioner - Darsalex faldet med 8% og fastpro steget med 18,9% - forstod heller ikke tal

[E_L]

that cna not be correct, +1.2% would be 237.4

[E_L]

ok, so what is the faspro #?

[Hen]

Citi om i går: https://www.euroinvestor.dk/nyheder/analytiker-om-dansk-darling-det-er-overreaktion

[Hen]

OK, LLI var hurtigere

[Macabo]

Eller skrive fejl - ville passe med 242,1

[E_L]

jeez Macabo, 6 proinvestor readers just died from a heart attack in the last few minutes....

[Macabo]

EA kind of a weak up call - Pensionisten i dere
s morgen brev fra PB

[GeorgeBest]

Correct Dara US sales for October is 237,5M USD

[Helge_LarsenPI-redaktør]

Darzalex salg for oktober var USD 237,5M. En stigning på 1,2% i forhold til sidste måned. Faspro udgør ca. 40% af salget

[bibob]

Warren Buffett bets Big on pharma space. https://www.moneycontrol.com/news/business/markets/warren-buffett-is-bullish-on-stocks-again-bets-big-on-pharma-space-6149551.html

[E_L]

Are we forgiving @Macabo or should we sue him with attempt to murder charges....? #heartattack

[E_L]

40% SC is rather fantastic really to be honest -arbitration or not

[GeorgeBest]

Yes, very important. These numbers indicate that Sarclisa will probably never get any big marketshare

[bibob]

SARCLISA. https://haematologisktidsskrift.dk/sygdomme/myeloma/732-sarclisa-kombi-er-lige-sa-effektiv-som-darzalex-til-recidiverende-myelomatosepatienter.html

[Helge_LarsenPI-redaktør]

Spørgsmålmål til Q&A er meget velkommen.

[E_L]

Tepezza Oct Symphony $88m (+9% m/m) https://twitter.com/BioPharmaMeat/status/1331430327923961856

[E_L]

That gets them to roughly $550m YTD. As a reminder, Dara did $573m in 2016, its first full year....

[Stockwatch1]

DnB: Today Genmab announced that it will not advance the
development of enapotamab vedotin (EV), citing that
the data did not meet its stringent criteria for proof-ofconcept. This confirms the company’s strategy to end
projects that are not efficacious enough and we believe
it will be likely to also scrap DR5/DR5. Genmab’s focus
is on progressing already-partnered projects. We
reiterate our HOLD but have cut our target price to
DKK2,320 (2,352).