Genmab

	15/1 10:10 af mobbyduck1	data
	15/1 10:09 af mobbyduck1	det er vel en god indikation på, at date ihvertfald ikke er enestående
	15/1 10:08 af gentogen	Ja, OK.... markedet opfatter jo åbenbart snakken om plan B som noget negativt, hvilket jo også kan være sandt...
	15/1 10:06 af mobbyduck1	jeg tror desværre ikke, at der er nogensomhelst chance for, at JNJ opter ind. hvorfor ville JVW fyrer alt det varme luft af, som Solsen linkede til i går?? Markedet er bare skuffet, først voldgiftsagen, derefter JNJ der ikke opter ind. Aktien er sindsyg billig, man får alt udover cash og Darzalex gratis. 50% af Epco må da være mindst 10B Dollars værd. Kesimpta og alle de andre følger også med, tror ikke, at det er så meget at være nervøs over, markedet er bare skuffet
	15/1 09:57 af gentogen	Nu har jeg ikke selv hørt det, men jeg synes nu, at det er meget bemærkelsesværdigt, at Jan overhovedet bekræfter, at der er en plan B og C og D. Det signalerer jo indirekte, at data ikke kan være helt umulige - for nu at sige det sådan
	15/1 09:40 af Vitus	Usikkerheden har vel aldrig været større - i hvert fald ikke nervøsiteten :-(
	15/1 09:40 af ProInvestorNEWS	Genmabs van de Winkel: Vi scanner markedet for opkøbsmuligheder for at løfte salget (link)
	15/1 08:58 af E L	talks a lot again about combining IO with ADC's
	15/1 08:58 af E L	so, still positive on GEN1042 despite the delay; waiting for 'So the data we are waiting for is duration, duration of responses, and that takes time. Unfortunately, that takes time. And actually, the more time it takes probably the better it is. ' Fingers crossed ...
	15/1 08:42 af lahn1	1-0 til dig Helge nu de selv er ude med 3BN i Epco estimat. Jeg giver ikke op :-)
	15/1 08:41 af lahn1	Hvordan kan 160.000 pts kun blive til >=3 bn . antag 30% markeds andel med gns pris på 250.000USD = 12 BN. Det er med 340USD/mg og med 6 mdr DOT på tværs af FL og DLBCL = 768mg pr behandling. Hvor tager jeg fejl ?
	15/1 08:38 af lahn1	Tak for linkt il præsentation. Bedste præsentation de har lavet i mange år. Nu med markeds potentiale for deres prod. og pipeline. Som man bør gøre det ! Må stadigvæk klø mig i hovedet over deres revenue est. på Epco. godt nok >= 3 BN USD. Men vi sagde jo også at topsalg på Dara aldrig vil komme over 8 BN USD.
	15/1 08:35 af E L	and Jan the says that 'they would have to balance that with other programs in their own pipeline' and you probably need a subcutaneous formulation, probably first 'park it'
	15/1 08:32 af E L	' And could it potentially be attractive to -- if they were not to opt in- to try and renegotiate the contract'> Absolutely, yes, and we have renegotiated contracts before, like the GSK contract. But let's first wait on the opt-in decision.
	15/1 08:30 af E L	Jan answers with AML, solid tumors, combination with checkpoint targeted molecules, I&I or autoimmune and inflammatory diseases; and they have presented that also to JNJ already last year, I can tell you at the end of last year.
	15/1 08:28 af E L	i wondered before why no analysts ever asked Jan if there is a back up plan for hexabody-cd38 if JNJ does NOT opt in; James Gordon finally did
	15/1 08:19 af E L	so we have confirmation that the HexaBody-CD38 data is with JNJ, the clock has started and the decision as per the contract, must come in Q1 at the latest.
	15/1 05:59 af Helge Larsen/PI-redaktør	Genmab: Præsentation fra JP Morgan investor konference (link)
	14/1 18:44 af royal	1230 for en indledende kamp i håndbold! Det må være incl. klappepølser. :-)
	14/1 17:11 af gdn55	For at komme ind og se kampen kræver det lidt held med aktierne. Dyreste billetter koster 1230 kr. billigste 485 kr. Så vi bliver hjemme.
	14/1 16:57 af Vitus	Kan der ikke blive fest på aktiemarkedet, så må vi håbe på håndboldbanen …
	14/1 15:32 af Sukkeralf	(link)
	14/1 15:32 af Sukkeralf	Lidt konkurrence til Tepezza
	14/1 12:57 af Vitus	Nej, jeg har været med i Genmab siden 2011, så det vil jeg ikke sige…

	14/1 10:43 af Vitus	Desværre har fester med at stoppe, når det går allerbedst :-)
	14/1 09:45 af Bullish	Det var alligevel meget: Jeg spurgte om vi havde nået bunden 17. december, og købte i kurs 1.411. Jeg skulle vist bare ha' powershoppet! Men det er da også et helt uforståeligt fald der er sket .
	14/1 09:38 af JKY_VH	Vi tager gerne en lille forfest med Stroka;-)
	14/1 09:29 af exitnu	43rd Annual J.P. Morgan Healthcare Conference. Spændende, men lidt sent dansk tid: 15. januar 2025 fra 00:00 til 00:40: (link) (Link to webcast)
	14/1 09:23 af ProInvestorNEWS	Genmab-aktien rummer potentiale på 40 pct. ifølge Handelsbanken (link)
	14/1 09:20 af Stroka	Sikken en sjælden kursfest vi har i aktien lige nu :-)
	14/1 08:45 af E L	Xian Deng UBS Buy Kr.2,700.00 Maintained 13-1-25
	14/1 08:30 af E L	sry that was the Morgan Stanley conference for JNJ :-) , JPM not there yet. need stronger coffee...
	14/1 08:18 af E L	Genmab will present tonight
	14/1 08:18 af E L	JNJ have the transcript also on their website (link)
	14/1 00:21 af bikube	JnJ har udsendt Transcript fra J P Morgans Healthcare Conference, den ligger på Seeking Alfa. Er der ikke noget fra Genmab endnu ?
	13/1 21:00 af Solsen	(link) Winkel
	13/1 19:38 af E L	the other side is offcourse also; IF Genmab has a great idea; do they still want to share it... or try to develop it themselves...
	13/1 19:22 af E L	i had hopes for a duohexabody or hexelect, but alas... not expecting much anymore , besides possibly another disease area with Epco
	13/1 19:19 af E L	my guess is that a 50:50 collaboration is too expensive for a company like Abbvie, unless they get offered an antibody that really knocks it out of the park...
	13/1 18:59 af Sukkeralf	4,5 years without any information about this part of the deal - so guess they have not done anything at all. Which of them to blame?
	13/1 15:50 af E L	that Genmab and AbbVie collaboration doesn't seem to be going anywhere besides Epco...
	13/1 15:47 af E L	Simcere Zaiming and AbbVie Announce Partnership to Develop a Novel Trispecific Antibody Candidate in Multiple Myeloma (link)
	13/1 15:39 af E L	AbCellera Expands Collaboration with AbbVie to Develop Novel T-Cell Engagers for Oncology (link)
	13/1 15:33 af E L	Moderna opening -20% on a revenue update, @ $34, i think they traded near $500 at the top...
	13/1 15:13 af E L	Exclusion Criteria : Prior treatment with aTIGIT, aPD1, aPDL1, aLAG3, aCTLA-4 ; may give some indication to the target?
	13/1 15:11 af E L	Target not disclosed yet. 'estimated trial duration is 8 months for an individual participant / The treatment duration will be an estimated 3-month treatment period > makes me think this is for a very serious disease? and maybe expect relative toxic drug?
	13/1 15:10 af E L	New trial : A First-in-Human Trial of Safety and Efficacy of GEN1078 in Participants With Solid Tumors (link)
	13/1 10:41 af E L	further translational implementation of our combinatorial concept.
	13/1 10:40 af E L	We demonstrate that a combination of CD3 bsAbs with tumor-specific vaccination improves survival against primary tumors and, importantly, also induces durable antitumor responses that confer protection from rechallenge in immunologically “hot” as well as “cold” solid tumor models. This study provides a strong rationale for the combination of CD3 bsAbs and tumor-specific vaccination. In light of recent clinical successes of the therapeutic messenger RNA-based cancer vaccines, we advocate furthe
	13/1 10:39 af E L	Cancer vaccines compensate for the insufficient induction of protective tumor-specific immunity of CD3 bispecific antibody therapy (link)