Genmab

	27/3 11:04 af Plimsoller	@lahn1 Tak for input. Vi får forhåbentlig snart lidt mere at vide.
	27/3 11:03 af JKY_VH	Jeg er fuldstændig enig i dine betragtninger og konklusion.
	27/3 09:27 af gentogen	Men OK. Vi ved, at alt kan ske derovre...
	27/3 09:27 af gentogen	Når de hverken harudviklet idéen eller bekyttet idéen, så kan de jo ikke påberåbe sig, at Genmab burde have vidst, at de havde en hemmelig idé...
	27/3 09:24 af gentogen	Det er end ikke forbudt at tage andres idé og udvikle den først
	27/3 09:24 af gentogen	Og hvis de nu have udviklet idéen, så skulle de også beskytte den, og hvis de rent faktisk havde opfundet det, så ville de naturligvis have taget patent omgående.
	27/3 09:22 af gentogen	Genmab bør stå stærkt i sagen. En Trade Secret skal have kommerciel betydning (ikke bare være en hemmelighed), men da Abbvie lige netop ikke har udviklet idéen og tjent på den, så er det lidt svært at se, at det overhovedet er en Trade Secret...
	26/3 19:42 af Anders_	På JP Morgan health care conferencen i Januar. Stod der i Genmabs præsentation, at Rybrevant har en tired royalty på 8-10%
	26/3 19:21 af lahn1	Plimsoller, jeg har prøvet at oprette mig på Pacer med kreditkort for at få adgang til rets dokumenterne med kan ik få det til at virke. Vi vente og se om ik nogen anden har adgang så vi kan læse om de konkrete argumenter i sagen
	26/3 18:55 af Solsen	We still havent got the result fra the benchmark - the Osimertinib vs Osimertinib+chemo. We just know that the kombo is the better one.
	26/3 18:53 af Solsen	Iam not sure Osimertinib is beaten. JNJ belives it. But the benchmark is Osimertinib+chemo not mono Osimertinib. But JNJ have a good chance to get some of the market.
	26/3 18:50 af Plimsoller	Excellent news! As far as I remember, Genmab's royalties are in the high single digits to lower double digits. Is that correct?
	26/3 18:25 af E L	Osimertinib BEATEN!! (link)
	26/3 18:21 af E L	(link)
	26/3 18:20 af E L	J&J combo signals new era in EGFR lung cancer with survival win against AstraZeneca’s Tagrisso (link)
	26/3 18:20 af E L	RYBREVANT® (amivantamab-vmjw) plus LAZCLUZE™ (lazertinib) outperforms osimertinib with a significant and unprecedented overall survival benefit in patients with EGFR-mutated non-small cell lung cancer (link)
	26/3 16:46 af Plimsoller	Er der iøvrigt nogen der ved om sagsanlægget fra AbbVie er kommet længere end at det stadigvæk blot kan afvises af en dommer hvis vi ellers kunne være så heldige?
	26/3 16:45 af Plimsoller	Vi kan godt blive enige om at den er banket godt og grundigt i bund, men de skal altså gøre mere end at lure.
	26/3 14:21 af JKY_VH	Investor lurer på dansk aktie: “Kursen er banket godt og grundigt i bund”. (link)
	26/3 13:02 af JKY_VH	det er der jo, hvis man er aktionær, men det er nok ikke det du tænker på lahn1:-)
	26/3 12:09 af lahn1	Er det noget økonomisk forhold mellem Mygind og Genmab ? :-)
	26/3 11:43 af nohope	I wouldn´t trust any word from Mygind, he has been perma-bull for the last 15 years and GEN should have been in +5000 according to his writings - long time ago.
	26/3 10:55 af E L	Genmab: Laser-skarpt fokus trods HexaBody tilbageslag David Mygind tirsdag 25. marts 2025 (link)
	26/3 10:50 af E L	I think you will be right, but i also think that many long term investors that were patient for a long time have thrown in the towel. And if you are right they will not benefit. Markets can be brutal. But only time will tell...

	26/3 10:31 af Darvin	Right now I'm convinced that those who are patient will be rewarded ;-)
	26/3 10:30 af Darvin	Totally agree E L There is a lot going on. Unfortunately, the questions investors ask and the topics discussed, for example, here on PI, affect the perception and formation of opinions about the stock. There is a lot more going on than CD38 and a baseless harassment accusation.
	26/3 10:14 af E L	But that doesn't mean that they stopped their R&D, on the contrary; we should expect to see a vastly larger stream of R&D news than in the years before i would think.
	26/3 10:13 af E L	I think we should see much of that in the light of the continued questions by investors about a potential revenue gap in the early 2030s, so Genmab has tried to steer investors attention that way.
	26/3 10:13 af E L	And their resources have exploded over the last few years with the immens growth in staff. Someone mentioned a concern the other day about the own R&D capacity of Genmab, with all the focus on Rina-S and the disappointment of Hexabody-CD38.
	26/3 10:01 af Darvin	Thanks E L Great to see the pace and quality Genmab is showing with their pipeline. They are managing their resources extremely well.
	26/3 08:57 af JKY_VH	Mon de regner med gode nyheder indenfor den tidshorisont, således at aktien er selvkørende herefter?
	26/3 08:55 af JKY_VH	Aktietilbagekøbsprogrammet på op til 4 mia. kr. løber frem til den 10 juli 2025. Der skal altså handles en del aktier de næste 3,5 måneder.
	26/3 08:42 af transalp	Go morgen.. :)
	26/3 08:42 af transalp	Ja de for da aktier for pengene..
	26/3 08:31 af JKY_VH	Ja lad os det LP90. Det er i hvert fald et godt tidspunkt at aktivere tilbagekøbsprogrammet og god morgen:-)
	26/3 07:47 af LP90	Godmorgen :-) lad os håbe aktie tilbagekøb er det der vender trenden :-)
	26/3 00:42 af lahn1	On the 5788 abstract, Way above my pay grade BUT seems this could be a game changer for Acasunlimab ! Improve efficacy outcomes by selecting better responders. Enhance safety by avoiding hyper-toxic patients. Differentiate acasunlimab from competitors in the 4-1BB space. And be implemented in the ongoing ph3 study as a biomarker
	25/3 23:46 af E L	Genmab Announces Initiation of Share Buy-Back Program (link)
	25/3 23:40 af E L	AACR25 3644 / 6 - Mechanistically explainable AI model for predicting synergistic cancer therapy combinations (link)
	25/3 23:37 af E L	AACR25 7331 / 17 - Antitumor activity of amivantamab in diffuse pleural mesothelioma (link)
	25/3 23:36 af E L	AACR25 CT233 / 2 - A phase 2b study of subcutaneous amivantamab with lazertinib as first-line treatment, or with chemotherapy as second-line treatment, for EGFR-mutated non-small cell lung cancer (NSCLC): COPERNICUS (link)
	25/3 23:32 af E L	AACR25 6880 / 24 - Rinatabart sesutecan (PRO1184) in combination with standard-of-care therapy exerted potentiated antitumor activity in preclinical cancer models (link)
	25/3 23:30 af E L	AACR25 6239 / 3 - Modeling and simulation of CRS events in low-risk populations with a rapid ramp-up SUD regimen of epcoritamab (link)
	25/3 23:27 af E L	AACR25 6075 / 16 - The combination of an EpCAMx4-1BB bispecific antibody with PD-1 blockade exhibits antitumor activity in a murine tumor model unresponsive to each individual antibody (link)
	25/3 23:21 af E L	AACR25 3093 / 1 - Molecular profiling of tisotumab vedotin-treated patients identified immune pathways associated with clinical activity, supporting the multimodal mechanism of action (link)
	25/3 23:07 af E L	AACR25 5788 / 15 - Molecular profiling of NSCLC patients associates CT-based radiomic features with a tumor microenvironment favorable for immunotherapy (link)
	25/3 23:04 af E L	AACR25 3424 / 19 - DuoBody®-FAPαxDR4 induces tumor cell death through FAPα-dependent, DR4 transactivation-mediated apoptosis (link)
	25/3 19:51 af lahn1	It might help our case if Genmab can show that Abbvie did not in 2020 in connection with their agreement nor later in their collaboration discussed this linker technology with Genmab.
	25/3 19:39 af lahn1	EL 12:54, lets hope that. It will just make the case muck easier if Gmab has strong proof of independent development of the linker... case close sort of. But that might not be the case. and that make the protections around the alleged secret very importent. If there is no protection of the secret it is not a secret.
	25/3 19:14 af lahn1	Gentogen, der er jeg da enig med.