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Genmab — November 2020

Planlagt Fastgjort Låst Flyttet Genmab
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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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                                      • Helge_LarsenPI-redaktørH Offline
                                        Helge_LarsenPI-redaktørH Offline
                                        Helge_LarsenPI-redaktør
                                        wrote on sidst redigeret af
                                        #773

                                        God morgen. 🙂

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                                        • G Offline
                                          G Offline
                                          GeorgeBest
                                          wrote on sidst redigeret af
                                          #774

                                          Sukkeralfs link (23:23) er til en daratumumab biosimilar! Er sådanne ikke først tilladt efter patentudløb? Eller er der andre regler for dette i Kina?

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