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Genmab — Maj 2021

Planlagt Fastgjort Låst Flyttet Genmab
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  • D Offline
    D Offline
    deleted-user
    wrote on sidst redigeret af
    #1029

    Kan tanken være, at licensomkostninger (hos JNJ) på 15-17 %, måske 20 % fladt på Dara i fremtiden, belaster nøgletal - lige så vel, som Genmab på Royalty-omsætningen har et "flot" nøgletal med en overskudgrad på måske 90-95 %. Når pengemaskinen JnJ på relativ kort tid kan finansiere et Genmab køb, kan man løfte overskudsgraden med op til 20 % af hele Dara omsætningen plus alt det andet der kommer oven i hatten.

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    0
    • K Offline
      K Offline
      kkjoel
      wrote on sidst redigeret af
      #1030

      Ikke helt sikkert på jeg fanger hvad "wmjw svarer til fihj" skal betyde.. andet end at de tilgrundliggende orddannelsesregler er de samme...

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      • K Offline
        K Offline
        kkjoel
        wrote on sidst redigeret af
        #1031

        Men pyt.. det skal nok gå alligevel..
        😉

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        • K Offline
          K Offline
          kkjoel
          wrote on sidst redigeret af
          #1032

          Men denneher MÅ IKKE-regel er da fantastisk: "Be too similar to any other FDA-designated nonproprietary name suffix". DER kan jeg godt være bange for at vmjw minder lidt for meget om fihj..

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          • Helge_LarsenPI-redaktørH Offline
            Helge_LarsenPI-redaktørH Offline
            Helge_LarsenPI-redaktør
            wrote on sidst redigeret af
            #1033

            God morgen. 🙂

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            • E Offline
              E Offline
              E_L
              wrote on sidst redigeret af
              #1034

              Janssen's Updated Phase 1 Results for Teclistamab Suggest Deep, Durable Responses in Patients with Heavily Pretreated Multiple Myeloma https://www.prnewswire.com/news-releases/janssens-updated-phase-1-results-for-teclistamab-suggest-deep-durable-responses-in-patients-with-heavily-pretreated-multiple-myeloma-301297610.html

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              • E Offline
                E Offline
                E_L
                wrote on sidst redigeret af
                #1035

                Janssen Presents Updated Data on First-in-Class Talquetamab at ASCO Suggesting Deep and Durable Responses in Heavily Pretreated Patients with Multiple Myeloma https://www.prnewswire.com/news-releases/janssen-presents-updated-data-on-first-in-class-talquetamab-at-asco-suggesting-deep-and-durable-responses-in-heavily-pretreated-patients-with-multiple-myeloma-301297608.html

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                • Helge_LarsenPI-redaktørH Offline
                  Helge_LarsenPI-redaktørH Offline
                  Helge_LarsenPI-redaktør
                  wrote on sidst redigeret af
                  #1036

                  Fantastisk. Thanks E L.

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                  • Helge_LarsenPI-redaktørH Offline
                    Helge_LarsenPI-redaktørH Offline
                    Helge_LarsenPI-redaktør
                    wrote on sidst redigeret af
                    #1037

                    GENMAB - Video "Phase I study of teclistamab" https://www.proinvestor.com/boards/84729/GENMAB-Video-Phase-I-study-of-teclistamab

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                    • E Offline
                      E Offline
                      E_L
                      wrote on sidst redigeret af
                      #1038

                      ASCO: J&J's subcutaneous bispecifics tackles multiple myeloma in phase 1 https://www.fiercebiotech.com/biotech/asco-j-j-s-subcutaneous-bispecifics-tackles-multiple-myeloma-phase-1

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                      • Helge_LarsenPI-redaktørH Offline
                        Helge_LarsenPI-redaktørH Offline
                        Helge_LarsenPI-redaktør
                        wrote on sidst redigeret af
                        #1039

                        "One study, dubbed MajesTEC-1, tested teclistamab, a bispecific antibody targeting BCMA and CD3, in 40 patients with multiple myeloma whose cancer had returned after a median of five other treatments or had not responded to treatment in the first place. The treatment shrank the tumors of 65% of those patients and eliminated them in 40%".

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                        0
                        • Helge_LarsenPI-redaktørH Offline
                          Helge_LarsenPI-redaktørH Offline
                          Helge_LarsenPI-redaktør
                          wrote on sidst redigeret af
                          #1040

                          " second study, known as MonumenTAL-1, found that talquetamab, a bispecific antibody targeting CD3 and a new target, GPRC5D, shrank the tumors of 70% of 30 myeloma patients who had tried a median of six prior treatments".

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                          • BulderB Offline
                            BulderB Offline
                            Bulder
                            wrote on sidst redigeret af
                            #1041

                            None of these articles mention genmab. Usmani is talking about Janssen’s duobody-platform.

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                            • Helge_LarsenPI-redaktørH Offline
                              Helge_LarsenPI-redaktørH Offline
                              Helge_LarsenPI-redaktør
                              wrote on sidst redigeret af
                              #1042

                              It's a weird thing. Makes absolutely no sense.

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                              • Helge_LarsenPI-redaktørH Offline
                                Helge_LarsenPI-redaktørH Offline
                                Helge_LarsenPI-redaktør
                                wrote on sidst redigeret af
                                #1043

                                In a way, it seems dishonorable and childish.

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                                • BulderB Offline
                                  BulderB Offline
                                  Bulder
                                  wrote on sidst redigeret af
                                  #1044

                                  Maybe they already bought genmab, but just kept it as a secret 😉

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                                  0
                                  • Helge_LarsenPI-redaktørH Offline
                                    Helge_LarsenPI-redaktørH Offline
                                    Helge_LarsenPI-redaktør
                                    wrote on sidst redigeret af
                                    #1045

                                    Or calculate to do so in the near future with an offer Genmab can not refuse. 😄

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                                    • Helge_LarsenPI-redaktørH Offline
                                      Helge_LarsenPI-redaktørH Offline
                                      Helge_LarsenPI-redaktør
                                      wrote on sidst redigeret af
                                      #1046

                                      Sorry. That was a bad joke.

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                                      0
                                      • BulderB Offline
                                        BulderB Offline
                                        Bulder
                                        wrote on sidst redigeret af
                                        #1047

                                        If Usmani is right that duobody is Janssen’s then it must be in the very near future 🙂

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                                        • S Offline
                                          S Offline
                                          Skyggen
                                          wrote on sidst redigeret af
                                          #1048

                                          Hehe that was a good one Bulder, det kunne også være at der er kommet en afgørelse på voldgift sagen og den ikke helt gik JNJ’s vej og de nu er ved at blive enige om en
                                          offenligørelse

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