Genmab

	30/6 18:53 af Klarussen	33,74 = +3,40% iflg. NN, sv.t 2240,34 DDK
	30/6 18:52 af GeorgeBest	Både Marketwatch og kursappen på iPhone viser 3,5%
	30/6 18:50 af Mogan	Kursen er lige nu 33.68. + 5.15%. Hvorfor lyder det forkert?
	30/6 18:49 af GeorgeBest	Det lyder forkert
	30/6 18:40 af Mogan	Nej - nu 5.49% i følge Investing.com
	30/6 18:39 af GeorgeBest	Du mener vel 3,5%?
	30/6 18:38 af Mogan	US-GEN + 5.3% :-)
	30/6 18:30 af Klarussen	@pensionisten, vil give dig ret som langt som i at der findes mange vrøvlehoveder her i verden, fald nu ikke af hesten ;-)
	30/6 18:13 af Solsen	Men det bidrager til succeshistorien og deres track record.
	30/6 18:09 af Solsen	Jeg er meget mere interesseret i GEN1046. TV vil ikke fylde meget i værdisætningen af selskabet. Men da godt at sælgerne, der ansættes, får noget at rive i :-)
	30/6 18:06 af Helge Larsen/PI-redaktør	Jeg kommenterer TV 21 minutter inde i udsendelsen: (link)
	30/6 17:46 af Klarussen	Investtech:
	30/6 17:46 af Klarussen	Dagens case Genmab (GMAB) Kurs 2169.00, 29. jun 2020 chart Genmab har brudt den opadgående trend opad på mellemlang sigt, hvilket åbner mulighed for endnu højere stigningstakt. Der er ingen modstand i kursdiagrammet, og et videre opsving indikeres. Ved reaktioner tilbage har aktien støtte ved cirka 1620 kroner. RSI divergerer negativt mod kursen, hvilket indikerer fare for en reaktion nedad. Aktien anses samlet set teknisk positiv på mellemlang sigt. Anbefaling: Køb
	30/6 17:40 af Bulder	Ritzau: "Det ser rigtigt godt ud, og de overgår egne forhåbninger, vurderer Christian Thatje (Sydbank), der på baggrund af dataene havde set aktien højere." - Det havde jeg egentlig også, men det kan jo komme.
	30/6 17:17 af E L	ESMO is at the end of September, who kows, mabye a data update on one of the Duobodies
	30/6 17:15 af E L	i have a bit of hope for data for GEN1046 / DuoBody-PD-L1x4-1BB
	30/6 17:12 af E L	:-D
	30/6 17:11 af Bulder	Agree, looking forward to 5555
	30/6 17:10 af GeorgeBest	What du we have of possible Q3 triggers? JNJ Q2 earnings 16th July, Genmab Q2 earnings 12th August and ofatumumab approval in September. Any other triggers for Q3?
	30/6 17:04 af E L	2222 would have been nicer really ;-)
	30/6 17:01 af E L	nice. quarter end rebalancing done. Let's see what Q3 can bring tomorrow. Hopefully lots of new money ;-)
	30/6 17:01 af BioShare	Nåh der var da lidt appetit på Genmab i lukkeauktionen....slut kurs 2.220 og næste 90K omsat....lidt skuffende dag uanset...men fin luk ;-)
	30/6 16:12 af Bulder	Just like Sirius with dara mono way back was important. But today we only talk about the combos in MM.
	30/6 16:04 af Bulder	Yes, that's the real interesting thing. They have combos with pembro both in 1. and 2. line in InnovaTV205. We'll know more next spring. The important thing about the news yesterday is that we got confirmed the efficacy of TV mono.

	30/6 15:41 af E L	Importantly, we think TV could be combined with Keytruda as a key strategy going forward, which would expand Keytruda’s therapeutic reach beyond its currently approved label for PD-L1+ cervical cancer patients.
	30/6 15:41 af E L	SVB Leerink’s Andrew Berens, meanwhile, wants to see how a combo with Keytruda could work out.
	30/6 15:40 af E L	yes, it also mentions - Baird’s [analyst] Madhu Kumar remains a big TIL fan, but he sees some room for both of these drugs in turn.
	30/6 15:27 af GeorgeBest	OK thanks, the one we discussed this morning...
	30/6 15:21 af E L	Iovance
	30/6 14:57 af GeorgeBest	E L 14:10 - who is the rival biotech?
	30/6 14:12 af E L	Oppenheimer (link)
	30/6 14:11 af E L	Cowen $700 million
	30/6 14:11 af E L	So Leering forecast peak worldwide sales of ~$1.7bn
	30/6 14:10 af E L	Seattle Genetics, Genmab turn on TV for a highlight reel in cervical cancer — but a rival biotech promises a better show (link)
	30/6 14:05 af E L	actually, guggenheim upgrades by 136dkk and BG by 150 so that calculation is in line really
	30/6 13:45 af E L	Genmab, Seattle Genetics eye FDA filing for new cancer med after latest data drop (link)
	30/6 13:44 af E L	we finally had nohope convinced of exponential growth and now you are starting ?!?! :-D
	30/6 13:43 af Mcjean	Maybe im too optimistic!
	30/6 13:42 af E L	they valued it at 200 and raise it to 210; so they raise the value by $10 per share based on TV
	30/6 13:42 af Mcjean	Ok then Nordea will raise 15 kr. i think and DB and jyske will follow with a whopping 20 kr.
	30/6 13:41 af E L	@bikube yes, but that is not relevant in this calculation
	30/6 13:41 af E L	that would be almost dkk180 on Genmab? that seems a bit excessive?
	30/6 13:40 af bikube	S Gen´s kurs i aftes 164,37
	30/6 13:38 af E L	(from $200.00. They have 173.1M shares outstanding, so a $10 raise means $1.731bn in value
	30/6 13:37 af Sukkeralf	from what?
	30/6 13:36 af E L	Seattle Genetics (SGEN) PT Raised to $210 at Oppenheimer on Positive Ph2 Tisotumab Vedotin (TV) Study
	30/6 13:34 af bikube	ATH i U S 33,53 = 2229 Dkk
	30/6 12:47 af kkjoel	They were. "He REITERATED a buy rating.." and apparently the same goes for the target (setting)...
	30/6 12:44 af Monforte	@EL, you are right , see EL 11/6 :-)
	30/6 12:38 af E L	i actually thought they were already at $40