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Genmab — November 2020

Planlagt Fastgjort Låst Flyttet Genmab
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  • G Offline
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    GeorgeBest
    wrote on sidst redigeret af
    #747

    Tahi seems to be the new star in the bar 😉

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    • E Offline
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      E_L
      wrote on sidst redigeret af
      #748

      New Data Build on Growing Evidence Supporting TEPEZZA® Efficacy in Thyroid Eye Disease (TED), Including in Patients With Less Severe Disease and Longer Disease Duration https://ir.horizontherapeutics.com/news-releases/news-release-details/new-data-build-growing-evidence-supporting-tepezzar-teprotumumab

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      • G Offline
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        GeorgeBest
        wrote on sidst redigeret af
        #749

        Mere end nogensinde, jeg tror der startes 7-8 epco trials i løbet af kort tid, Tahi mener de hastigt haler ind på Roche

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        • D Offline
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          DevOp
          wrote on sidst redigeret af
          #750

          Aggressively recruiting i gen1046 expansion cohorts, results soon - det kunne godt lyde som før Asco...

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          • D Offline
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            deleted-user
            wrote on sidst redigeret af
            #751

            I agree so much - Tahi was obviously very excited to reveal some news - maybe his personal opinion and expectations to the future of Genmab. That is proof of confident

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            • SolsenS Offline
              SolsenS Offline
              Solsen
              wrote on sidst redigeret af
              #752

              I think they said more data on GEN1046 in 2021.

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              • SolsenS Offline
                SolsenS Offline
                Solsen
                wrote on sidst redigeret af
                #753

                Epco will be a huge asset.

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                • SolsenS Offline
                  SolsenS Offline
                  Solsen
                  wrote on sidst redigeret af
                  #754

                  Analyst are more concerned about cost coming year. Novod projections on revenue from one of the figures were nonsens.

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                  • D Offline
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                    DevOp
                    wrote on sidst redigeret af
                    #755

                    Well, ASCO may a fair bet for more gen1046 data after all. Efficacy was assessed every 6 weeks in the dose escalation. Guess 3 assessments (or min 2) would be expectable

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                    • D Offline
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                      deleted-user
                      wrote on sidst redigeret af
                      #756

                      Novod is nonsens?

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                      • G Offline
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                        GeorgeBest
                        wrote on sidst redigeret af
                        #757

                        The slide Novod reffered to showed that revenues from dara, Tepezza and Kesimpta would increase with 2,5 times until 2025. And Noved was not happy with that projection???

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                          GeorgeBest
                          wrote on sidst redigeret af
                          #758

                          Is that correct understood?

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                            GeorgeBest
                            wrote on sidst redigeret af
                            #759

                            On top of that would come revenues from Amivantamab, epco and tiso??

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                            • D Offline
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                              deleted-user
                              wrote on sidst redigeret af
                              #760

                              thx

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                              • E Offline
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                                E_L
                                wrote on sidst redigeret af
                                #761

                                When Novod came on i thought it would be a good time to make a coffee, so I missed that 😉

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                                • D Offline
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                                  deleted-user
                                  wrote on sidst redigeret af
                                  #762

                                  I got that revenue slide but luckily I missed the question from Novod. Don't like to waste unnecessary time

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                                  • SolsenS Offline
                                    SolsenS Offline
                                    Solsen
                                    wrote on sidst redigeret af
                                    #763

                                    I think Genmab only will book revenue fra TF from Japan. Seagen in other teritories. Could have confused Novod. But if I remember I will ask at PIs Q&A.

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                                    • SolsenS Offline
                                      SolsenS Offline
                                      Solsen
                                      wrote on sidst redigeret af
                                      #764

                                      ASH 5-8 dec næste højdepunkt. Genmabs kurs er lidt bovlam, men jeg synes, at det ser lovende ud. God aften og weekend.

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                                      • W Offline
                                        W Offline
                                        w
                                        wrote on sidst redigeret af
                                        #765

                                        Novod thought that gen where too optimistic with 2025e. Am I wrong?

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                                        • V Offline
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                                          Vitus
                                          wrote on sidst redigeret af
                                          #766

                                          Det er ikke lovende at Genmab’s kurs er bovlam !!!!

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