Genmab — Marts 2021

[StockBull]

Blackrocks seems to be increasing so it does not look like its the bigger players thats dumping Genmab

[E_L]

Genmab-boss om sklerose-lancering: Novartis prioriterer os højt

Mens Genmabs partner Novartis med en ny EU-godkendelse til sklerosemidlet Kesimpta nu kan starte lancering i Europa, er processen allerede i fuld gang i USA – og der går det rigtig godt fortæller Genmabs adm. direktør Jan van de Winkel.

(medwatch.dk)

[Helge_LarsenPI-redaktør]

Aktier/middag: Mærsk går frem efter sats på medicin i småsurt marked:
https://www.proinvestor.com/investornyt/673637/aktier-middag-maersk-gar-frem-efter-sats-pa-medicin-i-smasurt-marked

[Doublo]

Pensionisten. nej men den linje man lige ser: Godkendelse som ventet - vil ikke påvirke aktien.

[E_L]

in BioNTech results: BNT311/GEN1046 – Data from a first-in-human Phase 1/2a trial of BNT311 (PD-L1x4-1BB) in 61 heavily pretreated patients with advanced solid tumors was presented at the SITC conference in November 2020. We expect a data update from this trial in the second half of 2021.
BNT312/GEN1042 – We expect first data disclosure from the Phase 1/2a trial of BNT312 in solid tumors in the second half of 2021.

[Bulder]

So nothing at asco.

[E_L]

patience is a virtue....

[E_L]

and by the time it comes, they'll say 'yea, but it was included, right'

[E_L]

Horizon Therapeutics plc to Resupply Market With TEPEZZA (teprotumumab-trbw) for the Treatment of Thyroid Eye Disease (TED) Beginning in April https://ir.horizontherapeutics.com/news-releases/news-release-details/horizon-therapeutics-plc-resupply-market-tepezzar-teprotumumab

[Solsen]

Nice. We have waited long for that announcement.

[StockBull]

Super - mon man kan forvente en ketchup effekt i Tepessa salget - tror det

[gdn55]

Forventet eller ej.I
ngen indflydelse på kursen? Jo den falder.

[Solsen]

De når mindst
$1bn på tre kvartaler

[Solsen]

Nasdaq og sikkert også NBI står til sædvanlige tæsk.

[StockBull]

Ja ca. 450M kr til Genmab på den konto - minimum

[E_L]

So , if Jan says that Kesimpta launch process is already in full swing in the US - and things are going really well, and says that right now, it looks like the launch of Kesimpta is well on its way to becoming one of the fastest launches of a drug in multiple sclerosis,; does that give us an idea of size?

[E_L]

ie what was the previous fastest MS launch? and how much did they do in their first year?

[E_L]

'Multiple sclerosis drug Ocrevus has been hailed as the most successful launch in Roche's history, earning blockbuster status in its first 12 months on the market.'

[AaBforever]

NBI rammer nu laveste niveau siden start dec 20:-(

[Solsen]

GSK was a nightmare !