Genmab

	21/7 11:28 af Solsen	The advantage for ofa is obviously. Mainly due the low dose. But Roche is is powerfull competitor.
	21/7 11:24 af E L	so it may even work in Ofa's advantage
	21/7 11:24 af E L	However, B cell depletion apparantly is not as bad for Ofa as it is for ocrevus, and, because of monthly dosing may be easier / faster to manage
	21/7 11:22 af E L	yes, i have also been thinking about a possible vaccine interfering with the launch; B cell depletion of anti-cd20 drugs may require a break/pause in treatment
	21/7 11:15 af Solsen	Sounds good but Roche will fight all they can. Impressing launch of Ocrevus they had.
	21/7 11:10 af Helge Larsen/PI-redaktør	:-)
	21/7 10:46 af E L	Launch leverages established position and deep customer insights -✓ Rapid and broad availability of Ofatumumab upon approval ✓ Highly customized approach for early adopters ✓ Flexible and customer-centric onboarding process
	21/7 10:45 af E L	Based on strong ASCLEPIOS I & II data -Superior efficacy for relapses, MRI activity -Substantial reductions in disability progression1 -9/10 patients had no evidence of disease activity in year 2 -No significant signals of infections/ malignancies
	21/7 10:44 af E L	Novartis : Ofatumumab has the potential to become a 1st choice for a broad range of RMS patients and physicians Potential for broad and early high efficacy in RMS -Powerful sustained efficacy -Favorable safety -Precise and targeted B-cell therapy -Flexibility through at home self-administration
	21/7 09:19 af bibob	Ja, dem kommer vi nok til at se en del af i fremtiden. ;-)
	21/7 09:12 af Helge Larsen/PI-redaktør	Ny ATH. :-)
	21/7 07:27 af Stroka	Société Générale er nok ikke færdig med at lempe ud. Slet ikke når der er købere nok i de høje luftlag.
	21/7 07:23 af Stroka	God morgen :-)
	21/7 07:08 af Plimsoller	God morgen :-)
	21/7 05:29 af Helge Larsen/PI-redaktør	God morgen. :-)
	20/7 20:47 af Solsen	Netop :-)
	20/7 20:34 af Helge Larsen/PI-redaktør	Fantastisk at kursen holder sig så flot oven på det udsalg.
	20/7 20:33 af Solsen	De har solgt godt 300.000 aktier. En ganske stor post i det ferietynde marked.
	20/7 20:19 af Helge Larsen/PI-redaktør	Genmab: Société Générale ejer 4,65 pct. af aktierne - GENT 18:20 Den franske finanskoncern Société Générale har mindsket sin aktieposition i Genmab til 4,65 pct. Gennem aktier og finansielle instrumenter ejer finanshuset i alt 3.037.934 aktier i det danske biotekselskab, fremgår det af en meddelelse til fondsbørsen mandag aften. Den 7. juli fremgik det af en meddelelse, af Société Générale på det tidspunkt ejede 5,12 pct. af aktierne. Genmab-aktien steg 0,4 pct. til 2337 kr. mandag.
	20/7 17:30 af Helge Larsen/PI-redaktør	Sorry. Hvad hjertet er fuldt af. ;-)
	20/7 17:16 af E L	this amivantamab / Lazertinib trial adding a lot of new locations (link)
	20/7 17:08 af BioShare	:-)
	20/7 17:05 af Solsen	Helge er et halvt år fremme ;-)
	20/7 17:05 af SEACOP	@Helge 2337 OK for mig

	20/7 17:03 af Vitus	Børsen skulle have lukket 16.30 i dag :-)
	20/7 17:02 af Helge Larsen/PI-redaktør	Det blev 3337. :-)
	20/7 16:53 af Helge Larsen/PI-redaktør	Novo, Zeal, Bava ...Flotte stigninger i dag. :-)
	20/7 16:33 af Helge Larsen/PI-redaktør	Bare det ender opad..er det ok.:-)
	20/7 16:28 af Solsen	Store daglige udsving må man sige.
	20/7 16:27 af Solsen	Tak 2353 kunne godt falde i dag.
	20/7 16:26 af Solsen	Så er der langt på ;-)
	20/7 16:26 af kkjoel	ATH: 2339 (15.07). ATH-Intraday: 2353 (16.07).
	20/7 16:26 af Helge Larsen/PI-redaktør	3353
	20/7 16:21 af Solsen	Intet kan stoppe Genmab. Husker ikke ATH men er vi ikke tæt på igen ?
	20/7 16:20 af Solsen	Inte5
	20/7 15:00 af Stroka	Vupti..Den blev spist. :-)
	20/7 14:59 af Stroka	Sikken en klods i 2330-2331.
	20/7 13:14 af E L	yes, hopefully we'll get some real data from the PhII Delphinus ALL trial before the end of the year
	20/7 13:09 af Helge Larsen/PI-redaktør	Thanks E L. Prematurt - but it looks exciting. :-)
	20/7 12:42 af E L	Immunomodulatory and clinical effects of daratumumab in T‐cell acute lymphoblastic leukaemia (link)
	20/7 10:44 af BioShare	Think its approx 1,42% then...but difficult to have the exact valuation (CureVac was around EUR1,4 billion in 2017).
	20/7 10:37 af nohope	Ok, thanks.
	20/7 10:36 af BioShare	@EL - it was just announced as an equity investment of 20 million euro. And we probably don't know the valuation of Curevac...
	20/7 09:54 af E L	i think it is at a similar valuation to the German government. We still don't know the % stake Genmab holds, do we?
	20/7 09:53 af E L	and what they try to say in the article is that that the Covid program is NOT one of those 5
	20/7 09:48 af Sukkeralf	They buy 10% of the Company and get access to up to 5 new vaccine programs
	20/7 09:36 af nohope	I don´t quite get it, they don´t get part of the existing vax against Covid and rabies, why do they call it taking a stake in Curevac then ? Is it some kind of cooperation for new vax instead ?
	20/7 09:09 af E L	(link) GSK to take 10% stake in Germany's CureVac for $163 million
	20/7 08:53 af Stroka	Spændende at se om kursen holder sig oppe efter den stejle opkørsel fredag.
	20/7 08:50 af Stroka	God morgen. :-)