Genmab

	25/11 20:38 af E L	Solsen thought that means 6,000 prescriptions, I am not so sure, so hoping for clarification
	25/11 20:37 af E L	in the presentation it reads : 95%+ (~6000) of MS prescribing targets reached
	25/11 20:34 af E L	yes, i heard that , but i stopped after 1/2 hour, because they did not follow the presentation anymore, too long to sit through everything, i was wondering if they said more later on, on the number of subscriptions
	25/11 20:28 af Sukkeralf	(link)
	25/11 20:27 af Sukkeralf	It also provided its own 2025 sales estimates for a number of key brands, including established growth drivers – Cosentyx ($5.6 billion), Entresto ($4.9 billion) and Kisqali ($1.6 billion), recent launches – Zolgensma ($2 billion), Kesimpta ($1.8 billion) and Piqray ($1.3 billion) - and the approval pending inclisiran ($1.4 billion).
	25/11 20:22 af peter12	@EL_ I think its still online ? But that was what he said
	25/11 18:26 af bibob	NICE : new option in cancerdrugs. (link)
	25/11 17:18 af E L	@peter12 did you listen to the whole Novartis call or only the CEO intro?
	25/11 15:48 af Darvin	Måske nævnt - men nyt kursmål i US: Truist Securities raises target price to $42 from $41
	25/11 15:38 af E L	Janssen's Teclistamab Received FDA Orphan Drug Designation for Treatment of Multiple Myeloma on November 24
	25/11 15:32 af kkjoel	Men Macabo tror jeg ikke kommer til at svare.. så fred med det :-)
	25/11 15:16 af kkjoel	@pens - jeg citerede blot Macabo. Du kunne jo starte med at læse det indlæg, der er henvist til!
	25/11 14:07 af Helge Larsen/PI-redaktør	Upcoming Events : (link)
	25/11 14:02 af E L	H.C. Wainwright analyst Ram Selvaraju reiterated a Buy rating on Genmab (NASDAQ:GMAB) A/S on Wednesday, setting a price target of $44
	25/11 13:01 af lahn1	Blev CD47 CPI TTI-622 afskrevet som mulig combi med DAR ?
	25/11 12:51 af Klarussen	Så er jeg med på holdet igen, tankede godt op i 2185 i går og solgte lidt i dag (for tidligt) i 2210. Kunne ikke blive ved med at vente på 2150 ;-) Fantastisk firma, fantastisk fremtid, fantastisk chef og fantastisk forum :-) Skulle den ramme 2150 tanker jeg videre op der.
	25/11 11:17 af Stockwatch1	Bibob, jeg har haft travlt til morgen og har ikke set at det allerede er postet. Troede ikke der var andre der havde adgang til DnB
	25/11 11:01 af kkjoel	Indlæg fra Macabo 09:04 ("EA kind of a weak up call - Pensionisten i dere s morgen brev fra PB") forstår jeg ikke en dyt af. Lyder som en af de der noter fundet i en gammel stok eller i en begravet metalæske, som Tintin regelmæssigt prøver på at dechiffrere ;-) Jeg efterlyser en minimal anstrengelse for at skrive noget forståeligt...
	25/11 10:55 af bibob	Er du lige stået op Stockwatch. ;-). Se E L 08.32 :-)
	25/11 10:50 af Stockwatch1	DnB: Today Genmab announced that it will not advance the development of enapotamab vedotin (EV), citing that the data did not meet its stringent criteria for proof-ofconcept. This confirms the company’s strategy to end projects that are not efficacious enough and we believe it will be likely to also scrap DR5/DR5. Genmab’s focus is on progressing already-partnered projects. We reiterate our HOLD but have cut our target price to DKK2,320 (2,352).
	25/11 10:32 af E L	That gets them to roughly $550m YTD. As a reminder, Dara did $573m in 2016, its first full year....
	25/11 10:31 af E L	Tepezza Oct Symphony $88m (+9% m/m) (link)
	25/11 10:28 af Helge Larsen/PI-redaktør	Spørgsmålmål til Q&A er meget velkommen.
	25/11 10:25 af bibob	SARCLISA. (link)

	25/11 10:20 af GeorgeBest	Yes, very important. These numbers indicate that Sarclisa will probably never get any big marketshare
	25/11 10:16 af E L	40% SC is rather fantastic really to be honest -arbitration or not
	25/11 10:15 af E L	Are we forgiving @Macabo or should we sue him with attempt to murder charges....? #heartattack
	25/11 10:13 af bibob	Warren Buffett bets Big on pharma space. (link)
	25/11 10:09 af Helge Larsen/PI-redaktør	Darzalex salg for oktober var USD 237,5M. En stigning på 1,2% i forhold til sidste måned. Faspro udgør ca. 40% af salget
	25/11 10:07 af GeorgeBest	Correct Dara US sales for October is 237,5M USD
	25/11 10:04 af Macabo	EA kind of a weak up call - Pensionisten i dere s morgen brev fra PB
	25/11 10:01 af E L	jeez Macabo, 6 proinvestor readers just died from a heart attack in the last few minutes....
	25/11 10:00 af Macabo	Eller skrive fejl - ville passe med 242,1
	25/11 10:00 af Hen	OK, LLI var hurtigere ;)
	25/11 09:58 af Hen	Citi om i går: (link)
	25/11 09:58 af E L	ok, so what is the faspro #?
	25/11 09:58 af E L	that cna not be correct, +1.2% would be 237.4
	25/11 09:58 af Macabo	Sikkert en sammeblanding af de 2 versioner - Darsalex faldet med 8% og fastpro steget med 18,9% - forstod heller ikke tal
	25/11 09:58 af JørgenVarnæs	Mit estimat er usd 241,6m
	25/11 09:53 af JørgenVarnæs	Vi skal da over et år tilbage for at finde det niveau
	25/11 09:52 af JørgenVarnæs	142,1???
	25/11 09:50 af Macabo	Salgstal i Oktober i henhold til Nordea 142,1 USD eller en samlet stigning 1,2%. Der skal løbes stærkt for at nå den høje ende af guadiance
	25/11 09:49 af JørgenVarnæs	Citi Dkk 20 per aktie
	25/11 09:49 af JørgenVarnæs	Citi stays at 3000, keeps buy rating, says top sales for axl was usd 60m
	25/11 09:40 af GeorgeBest	UBS also cut with DKK 50, from 2680 to 2630. Buy rating stays
	25/11 09:32 af E L	DnB Markets Genmab - First proprietary pipeline kill Today Genmab announced that it will not advance the development of enapotamab vedotin (EV), citing that the data did not meet its stringent criteria for proof-of-concept. This confirms the company’s strategy to end projects that are not efficacious enough and we believe it will be likely to also scrap DR5/DR5. Genmab’s focus is on progressing already-partnered projects. We reiterate our HOLD but have cut our target price o DKK2,320 (2,352)
	25/11 09:22 af Plimsoller	God morgen :-)
	25/11 07:10 af Helge Larsen/PI-redaktør	God morgen. :-)
	25/11 00:03 af peter12	Novartis CEO mente Kesimpta kunne sælge mere end 1,8b$ i 2025 og blive SOC ifølge webcast :-)
	24/11 22:19 af E L	maybe , I read it differently, as that they reached 95% of the prescribers /the MDs. I hope your interpretation is correct offcourse. I will try to listen to the webcast tomorrow