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Genmab — December 2020

Planlagt Fastgjort Låst Flyttet Genmab
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  • Helge_LarsenPI-redaktørH Offline
    Helge_LarsenPI-redaktørH Offline
    Helge_LarsenPI-redaktør
    wrote on sidst redigeret af
    #951

    I årets 45. og næstsidste afsnit af #investeringspodcasten nominerer Per Hansen og Helge Larsen fem forskellige selskabers direktører, som har gjort den værdiskabende forskel i 2020 for investorerne. Lyt med, og hør hvem kandidaterne til at have gjort den gode forskel er. https://www.proinvestor.com/index.php?p=debat_1&postid=89481

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    • D Offline
      D Offline
      Doublo
      wrote on sidst redigeret af
      #952

      Tak for spændende po
      dcast Helge

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      • K Offline
        K Offline
        kkjoel
        wrote on sidst redigeret af
        #953

        Oversigtsartikel i går på Seeking Alpha. Forfatteren skriver: "Since I have been following this company from even before its IPO but have never actually written about it, this is a basic overview article, to be followed by in-depth pieces as appropriate."

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        • K Offline
          K Offline
          kkjoel
          wrote on sidst redigeret af
          #954

          Genmab: An European R&D Behemoth With Long-Term Potential https://seekingalpha.com/article/4395989-genmab-european-r-and-d-behemoth-long-term-potential?utm_medium=email&utm_source=seeking_alpha&mail_subject=gmab-genmab-an-european-r-d-behemoth-with-long-term-potential&utm_campaign=rta-stock-article&utm_content=link-2

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          • K Offline
            K Offline
            kkjoel
            wrote on sidst redigeret af
            #955

            Dele af konklusionen: "Genmab is a long-term-accumulate kind of stock. It will have ups and downs, but every down is an opportunity because its pipeline is never-ending." og "Its basic expertise is in antibody technology, which it has expanded to include bsAb (bi-specific mAb) and other variants and drug conjugates."These will continue to run through trials and come to the market, and eventually, we will have another DARZALEX level product."

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            • K Offline
              K Offline
              kkjoel
              wrote on sidst redigeret af
              #956

              Sluttende med: "So there's really no end to it, and no long-term negatives in this well-managed company. Although current prices are high, if the stock falls on an adverse ruling in the JNJ case, I am buying because even DARZALEX is just one part of the Genmab story, and I am buying the entire story."

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              • K Offline
                K Offline
                kkjoel
                wrote on sidst redigeret af
                #957

                Noget af en flot konklusion.. vi er heldigvis mange, der ser langsigtet på firmaet.

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                • K Offline
                  K Offline
                  kkjoel
                  wrote on sidst redigeret af
                  #958

                  Glædelig jul 🙂 .. og tak til dig, Helge for nettets bedste Genmab side!

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                  • K Offline
                    K Offline
                    kkjoel
                    wrote on sidst redigeret af
                    #959

                    .. som får sin værdi af alle jer vidende og delende aktionærer/debattører.

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                    • K Offline
                      K Offline
                      kkjoel
                      wrote on sidst redigeret af
                      #960

                      Tak.

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                      • DarvinD Offline
                        DarvinD Offline
                        Darvin
                        wrote on sidst redigeret af
                        #961

                        Og så Tue Østergaard i Børsen, Genmab måske bedste selskab og bedst ledede selskab i Danmark 😄 https://borsen.dk/nyheder/investor/ny-optur-i-2021-disse-aktier-skal-du-have-i-portefoljen

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                        • D Offline
                          D Offline
                          deleted-user
                          wrote on sidst redigeret af
                          #962

                          Hører også Tue blive hængende i vækstsegmentet modsat mange andre, ex. L.
                          Tvede, som vil gå mod value

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                          • G Offline
                            G Offline
                            GeorgeBest
                            wrote on sidst redigeret af
                            #963

                            Genmab is a long-term-accumulate kind of stock. It will have ups and downs, but every down is an opportunity because its pipeline is never-ending https://newsfilter.io/articles/genmab-an-european-rd-behemoth-with-long-term-potential-8e3d1f6aad9d5df5fb9c741d17c8644c

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                            • Helge_LarsenPI-redaktørH Offline
                              Helge_LarsenPI-redaktørH Offline
                              Helge_LarsenPI-redaktør
                              wrote on sidst redigeret af
                              #964

                              God morgen. 🙂

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                              • B Offline
                                B Offline
                                bibob
                                wrote on sidst redigeret af
                                #965

                                God morgen. 🙂

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                                • Helge_LarsenPI-redaktørH Offline
                                  Helge_LarsenPI-redaktørH Offline
                                  Helge_LarsenPI-redaktør
                                  wrote on sidst redigeret af
                                  #966

                                  Aktier/tendens: Udsigt til positiv åbning - ratenyt kan løfte Mærsk: https://www.proinvestor.com/investornyt/670673/aktier-tendens-udsigt-til-positiv-abning-ratenyt-kan-lofte-maersk

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                                  • E Offline
                                    E Offline
                                    E_L
                                    wrote on sidst redigeret af
                                    #967

                                    Janssen Submits European Marketing Authorisation Application for Amivantamab for the Treatment of Patients with Metastatic Non-Small Cell Lung Cancer with EGFR Exon 20 Insertion Mutations https://www.businesswire.com/news/home/20201228005043/en/Janssen-Submits-European-Marketing-Authorisation-Application-for-Amivantamab-for-the-Treatment-of-Patients-with-Metastatic-Non-Small-Cell-Lung-Cancer-with-EGFR-Exon-20-Insertion-Mutations/?feedref=JjAwJuNHiystnCoBq_hl-W8j9Oi60kFTomUxRDB8jhBsNpnJw7dvSfTyni

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                                    • E Offline
                                      E Offline
                                      E_L
                                      wrote on sidst redigeret af
                                      #968

                                      Australia - From 1 January 2021, Darzalex® (daratumumab) will be listed for the first time in combination with bortezomib and dexamethasone, as a second-line treatment for patients with multiple myeloma https://www.health.gov.au/ministers/the-hon-greg-hunt-mp/media/pbs-listings-bring-greater-hope-in-fight-against-multiple-myeloma-and-severe-psoriasis

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                                      • S Offline
                                        S Offline
                                        Sukkeralf
                                        wrote on sidst redigeret af
                                        #969

                                        E L a bit surpriced that Janssen can file in Europe based on this study - but probably due to no approved therapy

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                                        • E Offline
                                          E Offline
                                          E_L
                                          wrote on sidst redigeret af
                                          #970

                                          yes, and outcomes for these patients are very poor. Filing wasn't really such a surprise; they already flagged that they would. With FDA Breakthrough Therapy Designation in march, they submitted FDA BLA early this month , and recommendation on the request for accelerated assessment was on CHMP agenda this month

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