Genmab — April 2021

[E_L]

no, this was Dara lol, sry, some thoughts are just difficult to get out of my head Rationaly i think they'll wait for hexacd38 for solids

[GeorgeBest]

to convince JNJ, Genmab would need to start a trial in solid tumors soon, but if you read the press release, leukemia or lymphoma looks more realistic https://ir.genmab.com/news-releases/news-release-details/genmab-signs-agreement-janssen-next-generation-cd38-antibody/

[Doublo]

Er der noget der kan overraske negativt ved regnskabet den 5. maj? jeg er "heldigvis/desværre" tungt lastet igen igen. sidst tog det hele årets fortjeneste og mere til
, vi krydser fingre for det ikke sker igen.

[concillado]

@Doublo: Det er altid svært at forudsige, hvorfor du altid bør være tro mod din egen personlige investeringsstrategi (kort/mellem/langsigtet investor, evt. nedre smertegrænse kursmæssigt og øvre grænse for gevinsthjemtagning). Hvis du er bekymret om forskydning på den korte bane, så er en potentiel volatil aktie som GEN, ikke nødvendigvis den som du skal være tungt lastet i.

[E_L]

Novartis (NVS) Q1 2021 Earnings Call Transcript https://www.fool.com/earnings/call-transcripts/2021/04/27/novartis-nvs-q1-2021-earnings-call-transcript/

[Helge_LarsenPI-redaktør]

Pensionist...Du er slet ikke alene. Jeg tror at de fleste af os her i chatten klart ved at tvisten ligger et vist negativt pres på kursen.

[transalp]

Go morgen...

[Helge_LarsenPI-redaktør]

God morgen.

[StockBull]

Morn:-)

[Helge_LarsenPI-redaktør]

Onsdagens aviser med DSV Panalpina, GN og Mærsk https://www.proinvestor.com/investornyt/674496/onsdagens-aviser-med-dsv-panalpina-gn-og-maersk

[Sukkeralf]

Just a moment...

(www.firstwordpharma.com)

[StockBull]

Ja ingen tvivl og JNJ sagen er en negativ ting for Genmab. Men det negative er jo indregnet i analytiker targets. Så hvis vi antager targets er 3 mdr gamle og ca. 2500 i snit bør Genmab rykke 300kr indenfor kommende 9 mdr. Der kan så komme positive eller negative triggers undervejs. En afklaring af JNJ tvisten vil helt klart være positivt. Med kurs potential på 300 kr på 9 mdr bør Genmab rykke ca. 30 kr per måned i snit. Hvis kursen ikke rykker og der ikke er negativt nyt bør man overveje at sup

[StockBull]

plere

[DevOp]

Biontech ser ud til at have en mulig seriøs mRNA-baseret konkurrent til Kesimpta ift MS. Nyhed tilbage fra Januar https://investors.biontech.de/news-releases/news-release-details/biontech-publishes-data-novel-mrna-vaccine-approach-treat/

[E_L]

the Kesimpta statements were a bit cryptic, a bit difficult to tread, but this part is clear:

[E_L]

Marie-France Tschudin -- President of Novartis Pharmaceuticals

Yeah. So, currently, we have about 2,400 patients treated on Kesimpta. And as you pointed out, we have a 12-month bridging program. When we -- when we discussed this at the end of Q4, we -- we were actually looking at 30% paid with 70% free.

That -- that is radically changed. So, it looks like we flipped those numbers and we're currently at 70% paid product. We expect that to get up to 80% for the --

[E_L]

-- the rest of the year and that's why we've changed our percentage sales for the second half of the year from 75% to 65%.

[JørgenVarnæs]

Shouldn’t that be from 65% to 75%?

[JørgenVarnæs]

I suppose the “percentage sales” is the ratio of “paid” sales versus “free” sales

[E_L]

i think it refers to the split in revenue between H1 and H2; as they thought H1 to mainly free, they thought H2 would have a higher % of total sales; now that H1 will also start to kick in with paid, H1 % of total will go up?