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Genmab — November 2020

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • 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

                          https://www.firstwordpharma.com/node/1774480?tsid=1

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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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                            0
                            • 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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                              • E Offline
                                E Offline
                                E_L
                                wrote on sidst redigeret af
                                #775

                                Genmab (Hold, TP: DKK2352.00) - Becoming a fully integrated biotech
                                Today Genmab hosted a virtual CMD with the key focus on its strong innovation engine and the commercialisation efforts paving the way for it to become a fully integrated biotech company. We note that 2021e should be another eventful year with a significant number of data read-outs in the pipeline. We reiterate our HOLD and DKK2,352 target price.
                                13/11/2020

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                                • D Offline
                                  D Offline
                                  deleted-user
                                  wrote on sidst redigeret af
                                  #776

                                  Thank you @E L and good morning. Who is the sender?

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                                  • E Offline
                                    E Offline
                                    E_L
                                    wrote on sidst redigeret af
                                    #777

                                    https://app.researchpool.com/provider/dnb-markets/genmab-as-gen-genmab-hold-tp-dkk235200-becoming-a-fully-integrated-biotech-nQ9EJnOstU?utm_source=dlvr.it&utm_medium=twitter

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                                    • E Offline
                                      E Offline
                                      E_L
                                      wrote on sidst redigeret af
                                      #778

                                      https://clincancerres.aacrjournals.org/content/26/22/5895?rss=1

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                                      • E Offline
                                        E Offline
                                        E_L
                                        wrote on sidst redigeret af
                                        #779

                                        Immunomodulation in Pomalidomide, Dexamethasone, and Daratumumab-Treated Patients with Relapsed/Refractory Multiple Myeloma

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                                        • troldmandenT Offline
                                          troldmandenT Offline
                                          troldmanden
                                          wrote on sidst redigeret af
                                          #780

                                          Jeg forstår nu godt Novod fiskede efter en anelse guidens på udgifter når Genmab selv flasher omsætning.....

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