Genmab

	19/7 21:37 af Raun	i US :-)
	19/7 21:37 af Raun	Genmab bliver handlet omkring kurs 1900
	19/7 14:51 af E L	Epcoritamab in Previously Treated Waldenstrom Macroglobulinemia (WM) (link)
	19/7 14:49 af E L	A Phase 2 Study of Epcoritamab in Patients With Follicular Lymphoma Not Accomplishing a Complete Response With Upfront Chemoimmunotherapy (link)
	19/7 14:49 af E L	2 new small independant epcoritamab trials:
	19/7 13:06 af PederT	Funny how the chat converts emojis to question marks. Maybe it's telling me to cut back on drinking :)
	19/7 13:05 af PederT	I'd definitely buy one bottle today, but mostly because I'm heavily loaded with Crowdstrike stock ?
	19/7 12:51 af E L	:-D maybe it is Helge organising these swings, so he can sell more wine ;-)
	19/7 12:16 af gentogen	Well, I suppose there are boht good and bad reasons to open a nice botlle. So the cellar is empty
	19/7 11:40 af E L	the more important question is: IF we go above 2000 , will everyone go back to their wine cellar and again pick their best bottle to drink , like they did before???
	19/7 11:00 af Riis7	For over 4 år siden var der jubel da vi kom over kurs 2000. nu i h2 i 2024 skal vi stadig over kurs 2000 , det siger vel alt om Genmabs nedtur og hvor lidt market kigger darazalex salgstal efter tabt voldgiftsag .
	19/7 10:54 af gentogen	Mit spørgsmål til jer med mere indsigt er altså, om den slags nye godkendelser kun er til fordel for JNJ eller også giver Genmab noget fremadrettet?
	19/7 10:29 af gentogen	I det foregående link om Dara omtales en forventning om nye godkendelser i flere indikationer. Det fik mig til at spekulere på, hvordan det egentlig er med patenter og nye indikationer og nye kombinationer. Også lidt apropos voldgiften. Faldt over denne, der ikke er ny, men siger lidt om kompleksiteten: (link)
	19/7 09:35 af E L	Strong Buy on Genmab: Robust DARZALEX Sales and Promising Pipeline Drive Positive Outlook TipRanks Jul. 18, 2024, 06:45 AM H.C. Wainwright analyst Ram Selvaraju reiterated a Buy rating on Genmab (GMAB – Research Report) today and set a price target of $50.00. (link)
	19/7 07:06 af ProInvestorNEWS	Video med opdatering på Genmab efter Darzalex salgstal (link)
	18/7 21:14 af E L	thanks lahn, lets hope it pays off at some point...
	18/7 20:42 af lahn1	Thank you EL for all your great findings
	18/7 15:21 af E L	and... here we go for the new Phase 3- A Study of Subcutaneously Injected Epcoritamab Plus Oral Lenalidomide Tablets Compared to Intravenously (IV) Infused Rituximab Plus IV Infused Gemcitabine and IV Infused Oxaliplatin in Adult Participants With Relapsed or Refractory Diffuse Large B-Cell Lymphoma (EPCORE DLBCL-4) (link)
	18/7 15:19 af E L	always a relieve when i see that GEN1047 is still ongoing, some changes to the protocol, extension of dates, smaller # of patients (400 instead of 500), an estimated trial duration for an individual participant of 8 months (link)
	18/7 14:09 af E L	we'll get to 13 bn without solids probably next year at this pace. Time for Jan to state a new number ;-)
	18/7 13:10 af ProInvestorNEWS	Video...Pharma- og biotekopdatering uge 29 \| Novo, Zealand Pharma, Gubra, Viking, Demant, Genmab (link)
	18/7 12:26 af Bulder	13 bn if working in solids,
	18/7 12:24 af Bulder	Winkel said 9 bn 8 years ago (link)
	18/7 11:50 af E L	@Sukkeralf -don't see that many peak sales estimates for Darzalex, i remember a pharma report from Stifel beginning of the year which had $20bn as the highest i had seen. McJean had it right many years ago when he said $15bn didn't he , when we were all laughing a bit about that number. Very feasable now.

	18/7 11:07 af exitnu	Johnson & Johnson CFO talks Q2 earnings, medtech business (link)
	18/7 10:22 af E L	novartis q2-2024-investor-presentation (link)
	18/7 08:04 af ProInvestorNEWS	Genmab-partner løfter forvetningerne efter stærkt salg (link)
	18/7 08:03 af Solsen	Steget fra $637 mio i Q1. Imponerende vækst.
	18/7 08:01 af Solsen	(link)
	18/7 07:58 af Solsen	Kesimpta $799 mio
	17/7 23:24 af Sukkeralf	Sounds great - what are the general expectations for peak sale?
	17/7 21:28 af E L	And we had 21% growth. $2.9 billion in sales and 21% growth. So yes, DARZALEX is our single largest asset now for the corporation.
	17/7 21:27 af E L	I thought maybe I would just remind you that actually, in this quarter, we delivered four additional positive Phase III studies with DARZALEX across a number of indications, including transplant ineligible frontline, including in the maintenance setting, after transplant, including smoldering condition that is as large as the entirety of diagnostically defying myeloma and in amyloidosis. So the momentum continues with DARZALEX.
	17/7 21:27 af E L	we met primary endpoints for two DARZALEX studies, CEPHEUS and AQUILA, where results will be presented in an upcoming major medical meeting.
	17/7 21:27 af E L	We continue to drive strong sales growth across our multiple myeloma portfolio. DARZALEX growth was 21.3%, primarily driven by share gains of 4.6 points across all lines of therapy and 9.4 points in the frontline setting, as well as market growth.
	17/7 21:26 af E L	(link) Johnson & Johnson (JNJ) Q2 2024 Earnings Call Transcript
	17/7 16:35 af E L	I you are in a negative price spiral like we are with Genmab I notice it always makes you a bit more woriied about upcoming news, thinking maybe the market knows something i don't.... so i was also a bit worried the Dara number would disappoint . I am glad it didn't, I did not think we would see a $3bn quarter yet this year, but chances now are that we will. Quite amazing. Price will hopefully follow at some point
	17/7 15:07 af Solsen	Når man tager prisen på Carvykti med i regnestykket er det minimalt med pts, der modtager den behandling. Prisen er vel $4-500.000 pr pts.
	17/7 14:42 af Bulder	Takker
	17/7 14:40 af Solsen	Afrundinger forklarer differencerne til kvartalstotalerne :-)
	17/7 14:39 af Solsen	Imod 101/33 i Q1
	17/7 14:38 af Solsen	104/30
	17/7 14:31 af Bulder	Fordelingen us-row har du den?
	17/7 14:30 af Solsen	133/135 Q1/Q2
	17/7 14:29 af Bulder	Det kan jeg ikke finde ud af. Sig det lige igen :-)
	17/7 14:28 af Solsen	Ja se højere oppe.
	17/7 14:27 af Bulder	Fandt vi ud af, hvad der var de rigtige tecvayli tal?
	17/7 14:04 af ProInvestorNEWS	Genmab/Jefferies: Godt Darzalex-salg men fokus er på kommende opdateringer fra pipelinen (link)
	17/7 14:01 af Solsen	US futures ser ikke for godt ud.
	17/7 13:56 af Solsen	De bliver mere og mere presset af at Genmabs produkter fylder mere og mere ;-)