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Genmab — November 2020

Planlagt Fastgjort Låst Flyttet Genmab
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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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                                • 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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                                  • SolsenS Offline
                                    SolsenS Offline
                                    Solsen
                                    wrote on sidst redigeret af
                                    #769

                                    Ja. Jeg er superoptimist. Både kurs 3000 og 4000 kommer i spil over tid.

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                                    • SolsenS Offline
                                      SolsenS Offline
                                      Solsen
                                      wrote on sidst redigeret af
                                      #770

                                      Epco er formidabel. GEN1046 er en svær størrelse og jeg tror også at de ikke selv er helt klar over hvilken vej den går. Det lød som om andre indikationer end NSCLC også er interessante. Fund af biomarkører vil være yderst vigtig for potentialet - Kate Sasser arbejder hårdt på det.

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                                      • P Offline
                                        P Offline
                                        peter12
                                        wrote on sidst redigeret af
                                        #771

                                        Gen's Curevac aktiepost har steget ca 50% siden regnskabet (320Mkr) https://boerse.ard.de/aktien/curevac-geht-auf-partnersuche100.html

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                                        • S Offline
                                          S Offline
                                          Sukkeralf
                                          wrote on sidst redigeret af
                                          #772

                                          Just a moment...

                                          favicon

                                          (www.firstwordpharma.com)

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