Genmab — November 2020

[Solsen]

De regner med at covid-19 har ramt salget med 20-25%. Spørgeren på webcastet troede nærmest ikke på det

[Solsen]

15-20.000 nye pts årligt. Puha det salg kan blive meget større.

[Bulder]

Tak-079 frontline MM completion udskudt et års tid https://www.clinicaltrials.gov/ct2/history/NCT03984097?A=10&B=11&C=Side-by-Side#StudyPageTop

[GeorgeBest]

Tak for updateringer Solsen

[Solsen]

Underligt med tak-079 - der er 36 pts i et fase 1 forsøg. Det er da noget af et setback.

[Helge_LarsenPI-redaktør]

God morgen. :-

[Helge_LarsenPI-redaktør]

Asien: Store stigninger mens investorer afventer præsidentvalg
//www.proinvestor.com/investornyt/669224/asien-store-stigninger-mens-investorer-afventer-praesidentvalg

[Plimsoller]

God morgen

[GeorgeBest]

Nordea hæver fair value på Genmab til 2071 fra 1936, rating hold.

[GeorgeBest]

Peak sale estimate på Tepezza hæves til USD 4bn fra 3-3.5bn

[GeorgeBest]

Peak sale estimate på Kesimpta hæves til USD 3-3.5bn fra 2.5bn

[GeorgeBest]

Nordea siger Tepezza royalty procentsats er 6,5%

[E_L]

DnB Markets
Rune Majlund Dahl

Genmab

• Good Q3 growth in key products
  In their Q3 reports, JnJ and Horizon noted higher Darzalex and Tepezza sales, respectively, than we and consensus expected. We have updated our Q3e sales accordingly, and are now c14% above consensus, supporting our view that the 2020 guidance should be narrowed towards the high end. We reiterate our HOLD and DKK2,352 target price.

[Sukkeralf]

Så er Novod ved at være on par med kursen - dejligt trods alt

[E_L]

Halozyme Therapeutics Inc (HALO) Q3 2020 Earnings Call Transcript https://www.fool.com/earnings/call-transcripts/2020/11/02/halozyme-therapeutics-inc-halo-q3-2020-earnings-ca/

[Sukkeralf]

No royalty mentioned ?

[E_L]

no

[E_L]

Horizon Therapeutics PLC (HZNP) CEO Timothy Walbert on Q3 2020 Results - Earnings Call Transcript https://seekingalpha.com/article/4384100-horizon-therapeutics-plc-hznp-ceo-timothy-walbert-on-q3-2020-results-earnings-call-transcript?part=single

[E_L]

ADC Therapeutics Announces First Patient Dosed with Camidanlumab Tesirine (Cami) in Combination with Pembrolizumab in Ongoing Phase 1b Clinical Trial in Selected Solid Tumors https://ir.adctherapeutics.com/press-releases/press-release-details/2020/ADC-Therapeutics-Announces-First-Patient-Dosed-with-Camidanlumab-Tesirine-Cami-in-Combination-with-Pembrolizumab-in-Ongoing-Phase-1b-Clinical-Trial-in-Selected-Solid-Tumors/default.aspx

[Solsen]

Det kan potentielt være en trussel imod GEN1046. Men interessant.