Genmab

	14/5 17:46 af Solsen	Skadefryd er ikke at kimse af :-)
	14/5 17:36 af lahn1	Det er svært ikke at trække på smilebåndet :D
	14/5 17:32 af Solsen	As said by EL - JNJ nightmare: (link)
	14/5 17:08 af Solsen	Det er stort set altid tilfældet. Blot safety holder. Se hvor langt man er kommet i MM. Tæt på en “cure”
	14/5 17:05 af lahn1	Kun nået til de 3 første men EPCO i kombi ser ud til at være bedste valg
	14/5 17:01 af Solsen	Certainly looks good :-)
	14/5 16:59 af Solsen	Til sammenligning til EPCORE NHL-2: Background: First-line (1L) standard of care (SOC) for diffuse large B-cell lymphoma (DLBCL) is rituximab plus C, H, vincristine, and P (R-CHOP), and it continues to evolve with pola-R-CHP showing higher complete response rates (CRR) of 78% and longer progression-free survival (PFS) than R-CHOP (Tilly 2022)
	14/5 16:51 af E L	EHA25 - EPCORE NHL-2 -Epcor + R-ICE demonstrated high CR rates in pts with R/R DLBCL eligible for ASCT, most of whom were high risk, having progressed <12 mo of 1L tx. ORR was 87%; 20 pts (65%) had a CR and 7 (23%) a partial response (PR
	14/5 16:47 af E L	EHA25 - EPCORE NHL-5 - Fixed-duration epcor + pola-R-CHP with follow-up of 16.1 mos in pts with newly diagnosed : ORR was 100% with 97% achieving a CR
	14/5 16:31 af E L	maybe i should post the link for the more lazy people (link)
	14/5 16:27 af E L	actually, we can see them now already
	14/5 16:26 af E L	EHA 25 embargoed until Thursday, June 12
	14/5 16:24 af Helge Larsen/PI-redaktør	Genmab: 14.33
	14/5 16:22 af Helge Larsen/PI-redaktør	Investeringspodcasten 274: Status på de danske aktier (link)
	14/5 16:21 af E L	Genmab to Present New and Updated Results from its Robust Epcoritamab (EPKINLY®) Development Program at the 2025 European Hematology Association (EHA) Congress (link)
	14/5 15:14 af ProInvestorNEWS	C25-regnskaber, 1. kvartal 2025: Karakterbogen (link)
	14/5 13:07 af lahn1	Fin app ! :-)
	14/5 12:25 af blackadder	Undskyld jeg spammer chatten. Linket er et direkte link fra mobilappen til Genmab Q1 2025 live event med transskription. Appen er helt gratis at bruge og guf for investornørder
	14/5 12:12 af blackadder	Det er som at gå at høre podcast for investorer.
	14/5 12:11 af blackadder	Jeg bruger denne som en app til min iPhone, der er live streaming og transskription lavet af live streaming, sikkert lavet med et eller andet whisperprogram.
	14/5 12:09 af blackadder	(link)
	14/5 10:35 af E L	you have to use your imagination a bit to get trough the spelling mistakes...
	14/5 10:33 af E L	finally found a Genmab A/S Q1 2025 Earnings Call Transcript -that is not behind a paywall - (link)
	14/5 10:14 af E L	wouldn't it be fun if JNJ would reconsider the hexabody-CD38 option on the back on this CMS draft guidance lol

	14/5 08:22 af E L	Acasunlimab + PD-1 Blockade: Combining Forces to Boost Anti-Tumor Immunotherapy (link)
	14/5 07:38 af E L	GSK has also stopped development of their anti-TIGIT antibody (link)
	13/5 16:13 af E L	pffff... AFMD -80% .... meanwhile Halozyme today -24%... but also larger healthcare, for example UnitedHealth today -13%; -45% for the month, that is DOW company... troubled times indeed...
	13/5 15:57 af Solsen	Hårde tider for biotech !
	13/5 15:57 af Solsen	AFMD der bl.a. har en oral præsentation på ASCO sidst i denne måned går sikkert konkurs (link)
	13/5 10:32 af E L	for those interested on drug pricing/Trump - Discussing President Trump’s executive order to lower drug prices: Gottlieb on CNBC’s ‘Squawk on the Street’ (link)
	13/5 09:30 af E L	Barclays analyst Emily Field lowered the price target on Genmab A/S (GEN:DC) (NASDAQ: GMAB) to DKK1,875.00 (from DKK2,100.00) while maintaining a Overweight rating. 13May25
	13/5 09:22 af E L	Bolt Biotherapeutics Reports Q1 2025 - Collaborations with Genmab and Toray continue to progress. Genmab and Bolt have now selected a second product to advance into development, while the companies also continue research and development on additional programs. (link)
	13/5 06:38 af ProInvestorNEWS	Novo Nordisk, Eli Lilly, life science: Derfor steg aktierne på trods af nye tiltag (link)
	12/5 18:19 af Helge Larsen/PI-redaktør	Det kiksede for ham da han under sin første embedsperiode prøvede at implementere foranstaltninger som "most favored nation"-prissætning. Her stod juraen og praktikken i vejen.
	12/5 18:15 af Helge Larsen/PI-redaktør	Donald Trump kan ikke alene bestemme, at medicinpriserne skal sættes ned i USA. Han kan foreslå politikker, udstede bekendtgørelser eller presse for lovgivning, men betydelige prisændringer kræver kongressens godkendelse samt ændret lovgivning/regulativer.
	12/5 16:43 af E L	but a lot of the other stuff he is saying is bullshit. POTUS on Most Favored Nation prescription drug pricing: "We are going to pay the lowest price there is in the world. Whoever is paying the lowest price, that is the price we're going to get — so we're no longer paying ten times more than another country." That can never work. The US will always have to pay more than the lowest income countries that simply can't afford higher prices
	12/5 16:39 af ProInvestorNEWS	En vild aktiedag - ikke mindst for life science og Genmab (link)
	12/5 16:39 af Bulder	Enig gentogen, erzo blev en fiasko. Og Winkel har vidst det længe.
	12/5 16:39 af E L	But previous administrations did not succeed on this. it is complicated in the US.
	12/5 16:38 af E L	now this is something we could all agree on - TRUMP: GOING TO 'CUT OUT MIDDLEMEN' TO REDUCE DRUG COSTS TRUMP: SELLING DIRECTLY TO AMERICANS WILL LOWER DRUG PRICES
	12/5 16:20 af Solsen	NBI oppe med +3% Ikke mange er bange for at Trump lykkes. Højst overraskende udvikling.
	12/5 15:48 af gentogen	Sådan lige umiddelbart synes jeg nu, at det lyder noget problematisk. Det tyder jo ikke på det vilde engagement undervejs (hvad vi intet officielt hørte om, tværtimod skulle vi jo vente og vente på data...)
	12/5 15:11 af E L	hexabody-cd38 trial ended up only enrolling 130 of the expected 252 patients -so at least costs are a bit lower as expected... (link)
	12/5 13:25 af E L	let's first see what he comes with this afternoon and if it is even possible without involving congress . He will have to stay within the law -even if he himself seems to think the law doesn't apply to him...
	12/5 13:18 af lahn1	Medicare er vel det eneste han kan røre ved. Men det er også $4,5 bn hvis medicare er 60-70% af US revenues. Det kan så også blive 10-15% af Gmabs omsætning der forsvinder ved 50% billigere medicin priser.
	12/5 12:47 af Solsen	Vi må slås med volatilitet i en rum tid.
	12/5 12:47 af Solsen	Trump mener, at medicinpriserne skal ned med gns 59% og madvarer, benzin mv også skal ned. Væk med inflation. Mon ikke også her han overvurderer sine evner :-)
	12/5 11:49 af Helge Larsen/PI-redaktør	Derfor er medicinpriserne høje i USA (link)
	12/5 10:37 af concillado	Aktiemarkedet er og bliver en nervøs k*lling og Genmab har altid været en volatil aktie. Det vil altid være ens egen mavefornemmelse, erfaring men fremfor alt ens egen personlige investeringsstrategi man altid skal holde for øje uanset hvordan markedet reagerer her og nu.
	12/5 10:32 af E L	UBS lowers target price for Genmab to DKK 2,600 (2,700), reiterates buy recommendation May12/2025