Genmab — Marts 2021

[JørgenVarnæs]

...there is a hole in that business model, but I can’t seem to put my finger on it....

[E_L]

well then let me say it in a different way, the buyer probably made a lot of money...

[JørgenVarnæs]

But I’m guessing the real lesson was Zalu falling flat on it’s stomach - hope we will not see similar things with the programs we retain ownership over in the years to come

[Sukkeralf]

Agree - but at least zalu lives on in Amivantamab

[E_L]

I think it is fair to expect a few failures in the years to come, like Enapotamab failed. The art will be to detect them early before they cost too much... disappointments happen, but Genmab's hit-ratio is high so far, making me realistically optimistic

[E_L]

(is that even a real term, realistically optimistic, or did i just make that up lol)

[Optimistus]

@Stockbull 01:44, så havde M.Lykketoft måske alligevel ret dengang (-:

[JørgenVarnæs]

The great thing about a diversified portfolio is the ability to soak up the shock effect from these failures.

[JørgenVarnæs]

But times have changed - I don’t believe we will see phase 3 programs fail as epicly as we did 10 years ago with ie zalutumumab. Today it is more a question of bringing the programs to market before the competition

[E_L]

i agree

[JørgenVarnæs]

In turn, for investors that means catching the programs around the time we see efficacy in phase 1/2

[E_L]

@Sukkeralf who knows what they'll make from Enapotamab years from now Teprotumumab was also thought to be dead... you have to be a bit lucky as well when someone else develops your oldies

[Sukkeralf]

The same goes for the IL8 compound - but it still has a long way to go. But still alive and kicking

[Sukkeralf]

We just need BergenBio to show the way for AXL - and then some small obscure biotech can licence Enapotamab for some smaller indications

[Vitus]

Ingen interesserer sig for Genmab idag....al interesse ligger hos Bavarian...

[deleted-user]

Kæmpe omsætning i luk-auktionen....

[deleted-user]

121.000 aktier - ca. 50 % af dagens omsætning

[Helge_LarsenPI-redaktør]

Fredagens aktier: Bavarian og Netcompany til tops på coronahåb https://www.proinvestor.com/investornyt/673303/fredagens-aktier-bavarian-og-netcompany-til-tops-pa-coronahab

[AaBforever]

I starten af luk-auktionen fra buddet 3635???

[bikube]

JnJ har fået FDA godkendelse af Ponesimod mod RS. Er det mon en direkte konkurrent til OFA.