Genmab — Marts 2021
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Don’t mention excess cash flow - Jan will just spend the money immediately
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Genmab er både den bedste og værste i min portefølje, men det skyldes måske jeg kun har den. Lovede mig selv at hvis den nogensinde kom i kurs 2000, ville jeg sælge og leve lykkeligt resten af mit liv. Men det har jeg ikke gjort, det er ligesom en god ven at sige farvel til, det er svært.
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@Pensionisten - god aften. Er nu også af den overbevisning, at arbitragen lægger en tung dyne over kursen. At Genmab uanset udfaldet, bliver belønnet for en afklaring af usikkerheden samt naturligvis også en effekt af det givne udfald. Tror dog ikke, at et kompromis kommer på tale, da begge parter stå på sin ret og dermed er forpligtet overfor investorer til at jagte sin ret, desuagtet det gode samarbejde med Gen. Håber duohexa bliver sparket solidt i mål og det bliver en elegant afvikling
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God morgen.
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Asien: Første månedlige tab siden oktober https://www.proinvestor.com/investornyt/673664/asien-forste-manedlige-tab-siden-oktober
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Onsdagens aviser med Ørsted, Sydbank og Coloplast https://www.proinvestor.com/investornyt/673663/onsdagens-aviser-med-orsted-sydbank-og-coloplast
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Volkswagens navneskifte i USA var blot en tidlig aprilsnar - GENT https://www.proinvestor.com/investornyt/673662/volkswagens-navneskifte-i-usa-var-blot-en-tidlig-aprilsnar-gent
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BioNTech SE (BNTX) CEO Ugur Sahin on Q4 2020 Results - Earnings Call Transcript https://seekingalpha.com/article/4416873-biontech-se-bntx-ceo-ugur-sahin-on-q4-2020-results-earnings-call-transcript
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Moving to our next-generation checkpoint immunomodulators program, which is partnered with Genmab. We expect to present a data update in the second half of 2021 for the first-in-human Phase 1/2 trial of BNT311, also called GEN1046. BNT311 conditionally targets PD-L1 and 4-1BB and has the potential to be first in class.
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Given the unmet need for improved checkpoint immunotherapies, we remain very encouraged by the results presented at last year's SITC [ph] conference and seen to date and believes the product has significant potential across multiple oncology indications. We look forward to moving this program forward with Genmab.
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For BNT312, which conditionally targets CD4 Gen 4-1BB, we plan to present data from the ongoing Phase 1/2 trial in the second half of 2021. In addition, an extract [ph] highlighting preclinical data for BNT312 has been accepted for presentation at the upcoming ASCR meeting. The abstract [ph] describes the mechanism of action of conditional CD4 and 4-1BB activity to induce dendritic cell maturation and enhancement of T-cell activation and effector function.
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