Genmab — Marts 2021

[E_L]

The whole of last year I have been hoping for speed on specially the Epcoritamab trials, worrying the pandemic might slow things down and getting further behind the competion. I am getting that speed now, so to me this is a plus.

[Helge_LarsenPI-redaktør]

Just a moment...

(www.proinvestor.com)

[Sukkeralf]

And I totally disagree with TheNote - JAn for sure knows how to run GEnmab better than the investors......so a better guidance earlier must be the solution forward

[Sukkeralf]

E L we have already seen that sc dosing with Darzalex is a big advantage - specially in these pandemic times. Words say the same thing about Kesimpta. So that really a good card to have with epcoritamab even though we hopefully are more or less out of this sick Corona times when we get an approval.

[Darvin]

Asolut og aldeles enig med Bioshare, E L, Sukkeralf, GeorgeBest m.fl. Og som E L skriver så har Jan egentlig advaret længe om at de ville sætte alt ind mit udvikling

[troldmanden]

Det er faktisk en stor bøf fra deres IR afdelinges side. Det er dem der skal hjælpe med at guide analytikerne. Indikere at de har sat udgiftsnivauet lavere end hvad det bliver. Jan har jo ikke misset en mulighed for i starte at sige igen og igen at analytikerne havde sat dara topsalg for lavt. Derved opjusterede en masse analytikere. Det skal de altså også sørge for når det går den anden vej

[troldmanden]

Så det er en fejl 40. De er selv skyld i markedet var SÅ meget forkert på den

[E_L]

Plesner really had a few interesting observations in his article by the way, eg on treating early, using the best treatment upfront or how long to (re-)treat

[E_L]

Genmab keeping dates for GEN1046 in clinicaltrials as they were , just adding a few trial sites, so no reason to worry about Covid delays
for now https://clinicaltrials.gov/ct2/history/NCT03917381?A=11&B=12&C=merged#StudyPageTop

[Doublo]

Legolas det er der sikkert også nogen der gerne vil, men hvornår når vi bunden, det er spørgsmålet. Et langt stykke hen ad vejen kan man supplere når aktien falder, men mellem 50 og 100 kurspoint om dagen i uger, kan man ikke køber sig ud af. Jeg har snar så mange, at jeg må lade mig registrere som storaktionær, overdrivelse kan forekomme.

[Klarussen]

En faldende kniv må man sige...

[Rondo]

hvor mange aktier skal man have for at registere sig som stor aktionær ....

[Doublo]

Ronda det er vist 5%

[JørgenVarnæs]

Er der egentlig kommet pdufa på tisotumab?

[E_L]

last i heard was that they are hoping for accelerated approval

[JørgenVarnæs]

application was sent feb 10th - so still early days

[JørgenVarnæs]

i'm just keeping my fingers crossed for some kind of news to stop the free fall. Reversing the trend seems a bit much to ask for...

[henrik48]

Jeg bliver ved med at minde mig selv om at jeg er langsigtet investor, når jeg ser på de sidste dages udvikling

[JørgenVarnæs]

isn't it normally 60 days for application review from the FDA?

[Rondo]

Tak @ Doublo . så er der vist et stykke endnu.....