Genmab

	20/1 17:50 af E L	ok gentogen , than we have something to look forward to
	20/1 17:40 af concillado	...inden Trump-babyen gik i gang igen. "Kun" 3 år tilbage med hans rablende infantile vanvid xD
	20/1 17:40 af gdn55	Hvorfor det +
	20/1 17:39 af concillado	Man skulle da lige have taget lidt gevinsthjemtagning i 2250 ;-)
	20/1 17:17 af Pensionisten	Der blev lidt tavst på chatten ! Er det Over and out, and RIP?
	20/1 16:38 af gentogen	The number of patients in the recent data shows that China is not included so far
	20/1 16:36 af Vitus	Massakren er en realitet
	20/1 16:34 af w	genmab classic
	20/1 16:34 af Pensionisten	Føj......(-:
	20/1 14:51 af E L	the whole trial went 'Active, not recruiting' already in june 23 and after the split both had the same Primary Completion date, Oct25, so we may not have to wait that long for the China part. Actually, maybe it is already included, it is a sub-study of DLBCL-1 ?
	20/1 14:39 af E L	that's towards the end of the covid pandemic isn't it... could be really interesting to see if there is a difference. Also they may have other practice regime used for follow up therapies
	20/1 14:28 af gentogen	Regarding the China Sub phase 3 in R/R DLBCL, the reason for splitting may be that the China part started in 2022-10, wheres as the main study started in 2021-1 (so we may need to wait a bit longer for results, I suppose)
	20/1 14:26 af E L	Ram Selvaraju H.C. Wainwright Buy $39.00 Reiterated 20-1-26 (from $40 i think)
	20/1 14:24 af E L	JP Morgan remains Neutral \| Price Target Dkr 2,050 (link)
	20/1 14:16 af StockBull	Vi har nu brudt ned og ud af den kanal, jeg tidligere linkede til. Jeg opfatter det ikke som særligt alarmende endnu, men et dybere brud under 2000 ville absolut være negativt. Med al den frygt der præger markedet lige nu (Trump, etc.), regner jeg med at supplere med lidt flere gennemsnitskøb i området omkring 2000. Har ikke kigget på FA så ret TA vurdering som jeg selv handler efter.
	20/1 13:01 af Plimsoller	*some
	20/1 13:00 af Plimsoller	It would be nice if he could tell come more people.
	20/1 10:08 af E L	data. He also notes that the missed monotherapy trial does not materially alter the investment case because Genmab’s strategy has always been more focused on combinations, where early-stage results have been notably stronger.
	20/1 10:08 af E L	While the Epkinly Phase III monotherapy study in second-line DLBCL failed to show an overall survival benefit, Haywood views this as a relatively minor financial issue, representing only a small fraction of his valuation. He emphasizes that the most significant value drivers are the first- and second-line combination trials, which target the vast majority of the DLBCL population and have progression-free survival as their main endpoint, an outcome measure already supported by encouraging prior
	20/1 10:02 af E L	Analyst Charlie Haywood from Bank of America Securities reiterated a Buy rating on Genmab A/S and increased the price target to DKK2,500.00 from DKK2,250.00 (link)
	19/1 13:46 af gentogen	Hvis man ikke har fulgt med i, hvad kombinationsbehandlingerne har vist, så kan dette link anbefales. (link)
	19/1 13:11 af E L	Xian Deng UBS Buy Kr.2,750.00 Maintained Today
	19/1 12:29 af StockBull	Det potentielle kurstarget 2500–2600 i april? Skal revurderes – rejsen ser ud til at blive noget længere.
	19/1 12:20 af StockBull	Kursen skulle omkring 2020 holde nogenlunde heroppe, hvis den ikke skulle ryge ud gennem bunden i trendkanalen fra september. Et luk under 2000 åbner døren ned mod 1850.

	19/1 12:07 af E L	in separate news, the AbbVie trial is on hold for now, until final resolution of the related U.S. International Trade Commission (ITC) investigation (link)
	19/1 11:30 af Darvin	I completely agree E L
	19/1 11:12 af StockBull	Ser ud til kurs 2000 holder - valgt at genkøbe lidt i 2050.
	19/1 11:11 af E L	why do you think that? they are all combination trials, and they have PFS as Primary Outcome Measure (OS Secondary )
	19/1 10:58 af nohope	Det er jeg ikke enig i, det er dårligt varsel for de resultater, der kommer senere i år.
	19/1 10:43 af ProInvestorNEWS	Genmabs kursklø efter nye data er overdreven mener Handelsbanken (link)
	19/1 10:35 af E L	let's hope it's only a quick kiss on the cheek to say a final goodbye before taking off again...
	19/1 10:23 af NiklasZ	Lige ned og kysse trendlinjen.
	19/1 10:22 af E L	SHB: Överdriven marknadsreaktion på Genmabs Epkinly-studie (link)
	19/1 10:05 af JKY_VH	Ja, det svarer meget godt til luk i US i fredags
	19/1 10:04 af KWC	Forventet ... Takker ;-)
	19/1 10:04 af w	2080
	19/1 10:04 af Plimsoller	*nede
	19/1 10:04 af KWC	Der kom den :-)
	19/1 10:04 af Plimsoller	Vi er ned med 4-5%
	19/1 10:02 af KWC	Nogen der kan se handel ?
	19/1 09:50 af bibob	God morgen. :-)
	19/1 09:50 af E L	James Gordon CFA Barclays Buy Kr.2,500.00 Maintained Today
	19/1 09:49 af E L	and (link)
	19/1 09:47 af E L	Matt Phipps William Blair Buy Reiterated (link)
	19/1 08:54 af E L	this article addresses a lot of the points mentioned here
	19/1 08:52 af E L	How AbbVie’s epcoritamab reshapes the competitive calculus in relapsed diffuse large B-cell lymphoma (link)
	19/1 08:34 af Stroka	God morgen. :-)
	19/1 08:09 af ProInvestorNEWS	Genmab viser igen gode takter med kræftmiddel i fase 3-studie (link)
	19/1 07:37 af Helge Larsen/PI-redaktør	Godmorgen :-)
	18/1 09:42 af E L	Teclistamab Monotherapy Improves OS and PFS Over SOC in Relapsed/Refractory Multiple Myeloma -reducing disease progression or death risk by 71% and death risk by 40%. -the Independent Data Monitoring Committee recommended unblinding the trial based on the strength of the results. (link)