Genmab

	28/10 15:23 af Bulder	Professor ærgrer sig over Medicinrådets afvisning af Dar MPV (link)
	28/10 15:08 af E L	PRAC agenda: 5.3.4. Carfilzomib - KYPROLIS (CAP) - EMEA/H/C/003790/II/0045, Orphan Applicant: Amgen Europe B.V. Scope: Extension of existing indication to include combination of Kyprolis (carfilzomib) with daratumumab and dexamethasone. As a consequence, sections 4.1, 4.2, 4.8 and 5.1 of the SmPC are updated. The package leaflet is updated in accordance Action: For adoption of PRAC RMP AR, PRAC RMP assessment overview and advice to CHMP
	28/10 13:26 af Bulder	Lad os antage at det svarer til 4 mia $. 10% heraf er 400 mio $.
	28/10 13:18 af Solsen	Thats a lot :-)
	28/10 12:22 af Bulder	Nice: "If you look at some of the estimates on what the B-cell market could look like over the next 10 years, there are some estimates that point us to 35% to 40% of the market."
	28/10 11:49 af E L	Novartis (NVS) CEO, Vas Narasimham on Q3 2020 Results - Earnings Call Transcript (link)
	28/10 10:24 af SEACOP	Peak March 2021. :-) (link)
	28/10 10:21 af Solsen	Men håber at Genmab stiger :-)
	28/10 10:21 af Solsen	Har valgt at reducere lidt på GS analysen, der har holdt hånden under Genmab. Det ligner en blodig dag med lockdowns trusler og smittetal der skræmmer.
	28/10 10:09 af kkjoel	All right, they didn't recommend buy, but they more than doubled the TP. Same, same....
	28/10 10:07 af kkjoel	Must be extremely positive for GEN 2day w GS recommendation. AND NBI up 0,5% yday. Let' s see...
	28/10 10:04 af kkjoel	And good mornings to The ELectrician ;-) I didn't have a target from GS, so it must be quite an old (and ridiculously low) one, 1,112?! But classically executed, none the less: buy, buy, buy yourself (having a target of 1,112 and a price of 2,200.. so that makes a lot of sense) - THEN recommend buy to all others.
	28/10 09:54 af E L	good morning ;-)
	28/10 09:53 af kkjoel	Ok, den tog EL sig af ;-)
	28/10 09:52 af kkjoel	GB - har GS samtidigt køb/hold/sælg anbefaling?
	28/10 09:51 af E L	though after the stock's run-up over the past two hears, he sees risk-reward as "balanced" at current levels. (link)
	28/10 09:51 af E L	a bit more on GS - Genmab price target raised to DKK 2,320 from DKK 1,112 at Goldman Sachs Goldman Sachs analyst Graig Suvannavejh raised the firm's price target on Genmab to DKK 2,320 from DKK 1,112 and keeps a Neutral rating on the shares. The analyst also introduces a price target of $37 on Genmab ADR's. Suvannavejh states that the company's execution has been "impressive" as he calls it the "best-in-class European biotechnology company" given its royalties from Darzalex,
	28/10 08:57 af transalp	Go morgen.. :)
	28/10 08:21 af bibob	God morgen. :-)
	28/10 07:59 af Solsen	GS har da også opkøbt i Genmab (link)
	28/10 07:45 af Helge Larsen/PI-redaktør	God morgen. :-)
	28/10 06:56 af GeorgeBest	Genmab price target raised to DKK 2,320 from DKK 1,112 at Goldman Sachs
	27/10 21:30 af Solsen	Så har vi lidt benchmark, hvor de patienter der indgår i det forsøg vi får resultater fra er sværere at behandle, idet de ikke er first line.
	27/10 21:28 af Solsen	Keytruda ca 20% ORR i firstline NSCLC og 45% ORR i gruppen der udtrykker PD-L1 mest (link)

	27/10 21:14 af Solsen	Vi kan drømme om at Genmabs/Biontechs PD-L1 x 4-1BB er second generation til bl.a Keytruda ;-)
	27/10 20:30 af Sukkeralf	(link)
	27/10 20:30 af Sukkeralf	Keytruda: $3.7 billion, up 21%, reflecting "continued strong momentum" in non-small-cell lung cancer, as well as uptake in other oncology indications, and partially offset by the negative impacts of the COVID-19 pandemic and pricing in Japan
	27/10 20:29 af Sukkeralf	Ja det ville være rart hvis Pd-L1/4-1BB kan leve op til Jans forventninger.
	27/10 14:05 af bongobob	Old pusher strategy :-)
	27/10 13:57 af E L	To provide access to eligible US patients while they obtain reimbursement we are providing Kesimpta free of charge for a limited amount of time. Based on our assumption on the time from initiation of therapy to reimbursement we anticipate that a majority of the sales in the first quarter of launch will be free goods and have accrued accordingly. We expect this share to decrease over time as reimbursement progresses
	27/10 13:57 af E L	yes, that is this quote: Kesimpta (ofatumumab, formerly OMB157) was launched in the US following FDA approval in August. Kesimpta is a targeted B-cell therapy that can deliver powerful and sustained high efficacy, with a favorable safety profile and the flexibility of an at home self-administration for a broad population of RMS patients. We have seen a promising start with our flexible hybrid face-to-face / digital launch.
	27/10 13:44 af Hamming	@sukkeralf - (link)
	27/10 11:59 af StockBull	Juni fes den fra 2100 og ned i 1875 og så op i 2200
	27/10 11:55 af StockBull	Ja det tyder på vi skal længere ned og måske teste 2130 i første omgang
	27/10 10:49 af AaBforever	Mon ikke snart de bliver træt i armene? ;-)
	27/10 10:48 af AaBforever	Jeps...og trærystere..:-D
	27/10 10:25 af AaBforever	Ikke meget fest over kursen i dag. Skulle den ikke stige op mod uge 46 med outstanding nyheder/data?
	27/10 09:54 af E L	p27 gives a few, what they call, 'launch indicators'
	27/10 09:53 af E L	sorry, thought you posted the presentation (link)
	27/10 09:52 af E L	it surprised me a bit that on page 20 they singled out kesimpta for higher investments?
	27/10 09:45 af Sukkeralf	Det kan være de som minimum skal have et helt kvartals salg før det oplyses eller måske mere
	27/10 09:40 af Sukkeralf	Umiddelbart ikke noget om salget for Kesimpta i Q3 regnskabet - registreringsansøgning indsendt i Japan.
	27/10 09:40 af Sukkeralf	(link)
	27/10 08:11 af Plimsoller	God morgen :-)
	27/10 07:19 af Helge Larsen/PI-redaktør	God morgen. :-)
	26/10 17:32 af Mogan	Enig - og glædes da også over de grønne toppe i aktien vi har set i løbet af dagen, og at vi ligger i den gode ende af de røde tal i C25.
	26/10 17:25 af Solsen	Det er hele markedet der ryster.
	26/10 17:23 af Mogan	Der er da gang i fukssvansen i dag, men nogen vil have kursen ned, uanset de små opture hen over dagen.
	26/10 17:20 af Helge Larsen/PI-redaktør	Ses vi til øl i aften? (link)
	26/10 17:18 af Helge Larsen/PI-redaktør	Stoxx: Europæiske health care aktier i plus i stærk negativt marked(link)