Genmab

	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.
	25/3 18:27 af Solsen	The world are moving in another direction now. But I admire his approach !
	25/3 18:10 af E L	From inception he encouraged openness of data and technology, looked for partnerships in academia, healthcare field and with competing pharma / bio. A strategy that backfired to him maybe just a few times to often. I wonder how his worldview has changed the last few years...
	25/3 18:10 af E L	On a separate note, I feal somewhat sorry for Jan, who, with a strong academic background where science and ideas are shared in a joint effort to bring technology forward, created a company with much of that idealisme as corner stone.
	25/3 17:52 af Helge Larsen/PI-redaktør	Jyske Bank: Genmab – Sagsøgt af partneren AbbVie (link)
	25/3 17:50 af Helge Larsen/PI-redaktør	Genmab trækkes ind i retssag om tyveri af forretningshemmelighed af amerikansk gigant (link)
	25/3 14:11 af gentogen	Regarding 12:24 the problem is that the wording is a wrong interpretation of what Genmab is saying. According to Genmab there was no trade secret in the first place (they call it an alleged trade secret several times) so they are not assuming that Abbvie had any innovation at all
	25/3 13:56 af E L	At the same time, these are 2 professional parties that should be able to put revenues first and therefore I am not that worried about Epcoritamab, not for current indications, nor for potential future plans for autoimmune diseases. But for now I am assuming the other part of the original deal is dead for now (I already sort of was assuming that...). Just like I don't expect any partnerships with JNJ anymore.
	25/3 13:55 af E L	It had already been a question mark for me why there were was nothing coming out of this. I had assumed the 50/50 split could be a potential hurdle for AbbVie to develop with Genmab what they could potentially do cheaper with a royalty deal or themselves. But it doesn't immediately show a deep and strong partner relationship if nothing comes out of it.
	25/3 13:55 af E L	Remember from that deal 'The discovery research collaboration will combine proprietary antibodies from both companies along with Genmab's DuoBody technology and AbbVie's payload and ADC technology to select and develop up to four additional differentiated next-generation antibody-based product candidates'.
	25/3 13:54 af E L	I also had to think about the remark from Jan at the time of the AbbVie deal, when he spoke about 'AbbVie's next generation ADC technology'. So I assume at that time they studied AbbVie's technology, but were not impressed enough for it to lead to anything. (and why did Genmab only notice that special part of the ADC technology when Profound showed it, and not AbbVie?? Was it even shown?)
	25/3 13:54 af E L	I think it is safe to assume they carefully worded their reply lahn , assume it was drafted by lawyers... if it is not something that needs protection (in a business where everything needs protecting) than maybe you don't think it is very valuable...
	25/3 13:53 af BioShare	Helt enig lahn1, virker ikke gennemtænkt
	25/3 13:51 af E L	yes Helge, it will always be difficult to judge a relationship from the outside, we'll probably never really know what exactly is at play. (link)
	25/3 13:27 af lahn1	Jeg havde helst set at de argumenterede at de selv var kommet op med ideen frem for dette.
	25/3 13:25 af lahn1	Almost like, maybe we stole your idea, but you never secured it through patent.
	25/3 13:24 af lahn1	Does it worry you too, that Gmab is not arguing they come up with idea of using disaccharides to enhance the hydrophilicity. Rather they claim, "according to Genmab, AbbVie has never pursued the development of products using the alleged trade secrets — nor sought to protect them through patents. In Genmab’s view, this raises questions about whether AbbVie is now trying to assert control over innovations it neither commercialized nor legally secured.
	25/3 12:35 af Helge Larsen/PI-redaktør	E L, thank you very much for the link10.08. The article provides relevant perspective on AbbVie's lawsuit against Genmab.
	25/3 11:43 af E L	Rina-S Elicited Responses With/Without FRα Expression in Ovarian Cancer (link)
	25/3 11:36 af E L	Novartis to present new data at AAN, including seven-year disability outcomes and safety analysis of Kesimpta® in people with relapsing multiple sclerosis Mar 25, 2025 (link)
	25/3 11:23 af SEACOP	Lahn 22:36: Dommerens afvisning 7½ mdr. (15.12.2023 - 29:07.2024).
	25/3 11:08 af E L	AbbVie and Genmab: Can a legal battle break a billion-dollar bond? (link)
	25/3 11:02 af E L	Bolt Presentation (link)
	25/3 11:02 af E L	Bolt Biotherapeutics Reports Full-Year 2024 Financial Results (link) - The Company continues to work with Genmab to discover and develop next-generation ISACs for the treatment of cancer. Genmab and the Company are working together to advance the collaboration’s first development candidate, and the collaboration also continues research and development on additional programs.
	25/3 09:09 af E L	Store fremskridt i behandling af knoglemarvskræft (link)
	25/3 07:56 af transalp	Go morgen.. :)