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Genmab — Maj 2021

Planlagt Fastgjort Låst Flyttet Genmab
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  • P Offline
    P Offline
    peter12
    wrote on sidst redigeret af
    #199

    Teclistamab og Talquetamab ville have orale præsentationer på ASCO ?

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    • K Offline
      K Offline
      kkjoel
      wrote on sidst redigeret af
      #200

      ja

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      • P Offline
        P Offline
        peter12
        wrote on sidst redigeret af
        #201

        Og Amivantamab kunne potentielt ramme 20% af NSCLC markedet

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        • K Offline
          K Offline
          kkjoel
          wrote on sidst redigeret af
          #202

          pengeklumpen skal mest bruges til at købe ind i "access to technologies" og måske måske i nogle tilfælde selve teknologierne.

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          • E Offline
            E Offline
            E_L
            wrote on sidst redigeret af
            #203

            I had earlier calculated 2.139.606 Curevac shares, which thus at 31 dec 2020 at value dkk 1067mio, roughly they were held at ~$78.53 (used 6.35 everywhere) . They sold 30% or 641.882 shares for dkk 361mio or 56,85mio $ so dealt at $88,57 So profit realised for quarterly report = $6,4 mio $ or 40,9 mio dkk. Now remember their initial investment was $20mio, so they tripled that and run the remaining 70% at zero cost.

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            • G Offline
              G Offline
              GeorgeBest
              wrote on sidst redigeret af
              #204

              Bulder: ja han lød sikker. Også meget optimitisk hvad angår 1046 og 1042 plus duohexcd37. Al mulig grund til at være optimist 🙂

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              • K Offline
                K Offline
                kkjoel
                wrote on sidst redigeret af
                #205

                der ville ikke blive udbetalt (udbytte) en rød reje, kunne man forstå.. osse på Anthony, der fremhævede hvor vigtigt de havde været sidste år før ecpo-aftalen, da man kunne "stay focussed" (altså man gider ikke have nogen som hlest financielle "bekymringer"/drillerier (man vil have ryggen så fri og rank som muligt) under vigtige forhandlinger (/i det hele taget hele tiden 😉 )

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                • K Offline
                  K Offline
                  kkjoel
                  wrote on sidst redigeret af
                  #206

                  Anthony confirmed the current holding - he said that they had around 1.5 mio. Curevac shares.

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                  • G Offline
                    G Offline
                    GeorgeBest
                    wrote on sidst redigeret af
                    #207

                    Udover det hexacd38 10 x mere potent end dara. Store fremskridt i Immatics samarbejde, nye INDs i år, og nye fase 3 studier i år. Whats not to like...

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                    • K Offline
                      K Offline
                      kkjoel
                      wrote on sidst redigeret af
                      #208

                      Præcis.. Q&A var een lang "sejrstale"

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                      • K Offline
                        K Offline
                        kkjoel
                        wrote on sidst redigeret af
                        #209

                        Ja, der ville komme adskillige nye epco PhIII studier i år.

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                        • K Offline
                          K Offline
                          kkjoel
                          wrote on sidst redigeret af
                          #210

                          Syntes han sagde at der var 9 cohorts allerede?

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                          • BulderB Offline
                            BulderB Offline
                            Bulder
                            wrote on sidst redigeret af
                            #211

                            Stærkt glæder mig til transscriptet.

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                            • E Offline
                              E Offline
                              E_L
                              wrote on sidst redigeret af
                              #212

                              ok, i had 1.497.724
                              so that seems correct

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                              • K Offline
                                K Offline
                                kkjoel
                                wrote on sidst redigeret af
                                #213

                                Altså PhII expansion cohorts

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                                • K Offline
                                  K Offline
                                  kkjoel
                                  wrote on sidst redigeret af
                                  #214

                                  Yeah, it seems so. That a damned lot of money they've made - if their initial investment was $20 mio?!

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                                  • K Offline
                                    K Offline
                                    kkjoel
                                    wrote on sidst redigeret af
                                    #215

                                    The remaining 70% is worth 1 mia. DKK.

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                                    • G Offline
                                      G Offline
                                      GeorgeBest
                                      wrote on sidst redigeret af
                                      #216

                                      Jeg glemte- MiM8. 15 x mere potent end Hemlibra...

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                                      • K Offline
                                        K Offline
                                        kkjoel
                                        wrote on sidst redigeret af
                                        #217

                                        They got 361 mio DKK for 30% - so all in all they right now have 1,3 mia. DKK from $130 mio. - that's 10-fold!!!

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                                        • K Offline
                                          K Offline
                                          kkjoel
                                          wrote on sidst redigeret af
                                          #218

                                          130 mio DKK (not $)

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