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Genmab — November 2020

Planlagt Fastgjort Låst Flyttet Genmab
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  • E Offline
    E Offline
    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
      G Offline
      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
          D Offline
          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
                  D Offline
                  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
                    D Offline
                    deleted-user
                    wrote on sidst redigeret af
                    #756

                    Novod is nonsens?

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                    • G Offline
                      G Offline
                      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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                      • G Offline
                        G Offline
                        GeorgeBest
                        wrote on sidst redigeret af
                        #758

                        Is that correct understood?

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

                            thx

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                            • E Offline
                              E Offline
                              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
                                D Offline
                                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
                                        V Offline
                                        Vitus
                                        wrote on sidst redigeret af
                                        #766

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

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                                        • SolsenS Offline
                                          SolsenS Offline
                                          Solsen
                                          wrote on sidst redigeret af
                                          #767

                                          Jeg skulle nok have skrevet kursudvikling 😉

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