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Genmab — November 2020

Planlagt Fastgjort Låst Flyttet Genmab
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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
      D Offline
      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
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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
                  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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                                        • G Offline
                                          G Offline
                                          GeorgeBest
                                          wrote on sidst redigeret af
                                          #768

                                          En ikke at forglemme, Genmab har potentielt over 3 milliarder $ tilgode i milepælsbetalinger fra AbbVie...

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