Genmab

	11/2 08:19 af Solsen	Jeg tror det ikke gør nogen reel forskel. Måske bortset fra en søvnløs nat ;-)
	11/2 00:28 af Vikinger	Forskellen ligger vil i at man kan reagere med det samme på den amerikanske børs og vi andre må vente til den danske åbner.
	10/2 17:35 af Solsen	Der er jo ingen der bliver snydt, når man nu ved hvornår det sker. Alle investorer bliver informeret samtidigt.
	10/2 11:38 af Vikinger	Tak for svaret - egentligt lidt mærkeligt, at man frigiver et regnskab, når der kan handles i aktien.
	10/2 11:30 af gdn55	Danske
	10/2 11:30 af Vikinger	Den danske eller den amerikanske? ?
	10/2 11:13 af gdn55	Efter børs luk
	10/2 11:10 af Vikinger	Hvornår på dagen d. 14 kommer regnskabet?
	9/2 20:32 af gentogen	Hard to tell, but the potential good news last week was from Spain where they have almost all the clinics involved, so it could very well be true
	9/2 19:11 af Raffles	Well, a week ago it was stated that GEN1056 was to be testes in combination with GEN1042 - so I don’t believe there could be bad news from GEN1056 today. My fingers are crossed:-)
	9/2 18:05 af E L	GEN1056 was set to Active, not recruiting at only 26 of the 48 potential patients. I would think that indicates bad news. On the other hand, Primary Completion was Estimated for 2024-02-15, so maybe it is right on time and the other patients are reserved for the Dose schedule optimization part . Hope to hear next week. (link)
	9/2 17:48 af troldmanden	Der ligger en besked til dig sukkeralf
	9/2 17:48 af troldmanden	Tak sukkeralf. Lidt hurtig search fik mig også frem til det med flere bindinger. Om det så er særlig unikt den platform de udvikler på er ikke til at vide. Men ser ud til de selv har adgang hvilket for mig egentligt er nyt. De hr godt nok fået en meeeget bred target/teknologiplatform de seneste år. De taler også om faktor 3x nye fase 1 projekter Per år
	9/2 17:28 af Sukkeralf	Tror avidity dækker over den samlede bindingskraft - hvis du eks tænker på et normalt IgG antistof, så har det to arme mens eks IgM har 10 arme. Hvis bindingen for hver arm er ens, så er aviditeten for IgM antistoffet meget bedre. Lidt som hvis du holder fast i noget med to fingre kontra at holde fast med begge hænder (10 fingre)
	9/2 17:28 af Vitus	Hvor er der stor nervøsitet omkring Genmab….vel ikke noget at sige til !
	9/2 17:00 af troldmanden	(link)
	9/2 17:00 af troldmanden	" avidity" Er det noget i kloge antistof eksperter har hørt om før?
	9/2 16:59 af troldmanden	The phenomenon is called avidity, and it describes how an antibody binds to its target.
	9/2 16:58 af troldmanden	f the project is successful, according to Charlotte Wiberg it may make a big difference for Novo Nordisk. "In the long term, we hope that this will make work on developing pharmaceuticals more efficient and ultimately save a lot of time," she says.
	9/2 16:58 af troldmanden	Among other things, the parties involved in the industrial PhD are working together to develop a platform technology and an algorithm to make it easier to develop bivalent antibodies. The aim is to arrive at a more accurate process in the future, explains Magnus Kjærgaard. "The process needs to be more streamlined, so we know more about what actually works. We hope it’ll be cheaper to produce and develop new antibodies, because fewer incorrect designs will have to be tested." If the project is
	9/2 16:58 af troldmanden	Nå ser ud til novo selv har arbejdet med antistoffer i flere år. De har også en række patenter. Og arbejder på en ny teknologisk platform
	9/2 16:48 af troldmanden	Anti ANGPTL3 Cardiovascular disease A monoclonal antibody in development for cardiovascular disease.
	9/2 16:48 af troldmanden	Men novo synes at have fået adgang til antistoffer til et andet projekt der pt er i fase 1
	9/2 16:46 af troldmanden	Så et projekt novo selv har valgt ikke at udvikle videre

	9/2 16:46 af troldmanden	Så en forsker fra Novo der stiftede Hemab, og med sig fik en licens til at udvikle dette (og andre) projekter
	9/2 16:45 af troldmanden	(link)
	9/2 16:43 af troldmanden	Novo Holding investere i mange selskaber som ingen relation som sådan har til novo nordisk
	9/2 16:42 af troldmanden	Altså deres pipeline og CT
	9/2 16:42 af troldmanden	Jeg er ikke stødt på stoffet/programmet i forbindelse med novo
	9/2 16:42 af troldmanden	Tak EL. Jeg læser det som det er Hemab der har fået licens hos genmab og novo. Så hemab der skal betale royalties.
	9/2 15:53 af E L	(link)
	9/2 15:52 af E L	(link)
	9/2 15:47 af troldmanden	Sukkeralf hvor ser du at HMB-001 er med novo?
	9/2 15:25 af Sukkeralf	Recently there have also been DAC (degrader antibody conjugates) deals - I would love to Genmab go that way also but they probably do not have the capabilities.
	9/2 15:24 af Sukkeralf	Yes and it would be nice to see Genmab more on the ADC front or antibody conjugation front - also forgot to mention Bolt Therapeutics.
	9/2 15:03 af E L	you already finished the remainder :-)
	9/2 15:02 af E L	lol, in was in the midst of typing this: by the way @Sukkeralf , i don't think i responded to you talking about ADC partnership; Genmab was very early there, partnering with Seagen already in 2010 and with ADC Therapeutics in 2013. And they did a new deal 2 years ago with Synaffix
	9/2 15:02 af Sukkeralf	quite a few collaborations that haven´t delivered until now
	9/2 15:00 af Sukkeralf	It could be nice to get an update on the BLiNK, Curevac, Immatics collaborations and also if anything happens on the ADC front either with Abbvie or Synaffix!!
	9/2 14:51 af E L	the opposite of that argument would be that, IF they would succeed in the clinic, they would have little competition. But you are right, it must be clear to everyone that the bar is high; they must have a very very high degree of confidence before attempting anything in the clinic
	9/2 14:46 af Sukkeralf	E L regarding the BLiNK collaboration on CD47 ypu almost hope they wont take anything in the clinic - no one seems to get all the way
	9/2 14:33 af E L	“The first clinical data for HMB-001 in Glanzmann suggest that the demonstrated mechanism is suitable as a new prophylactic treatment for people with neglected blood clotting disorders who face severe, potentially life-threatening bleeds every day,” said Joe Vogel, [ ] at Hemab. “With Phase 2 already underway, we are committed to advancing clinical evaluation of HMB-001 toward bringing life-changing preventative treatments to improve patients’ quality of life.”
	9/2 14:30 af E L	Hemab Therapeutics @Hemab_Tx NEWS: Today at @EAHADnews 2024 Conference, we’re presenting initial Ph 1 data signaling the potential of HMB-001 to treat #GlanzmannThrombasthenia and other clotting disorders. (link) (link)
	9/2 14:09 af E L	Gilead ends blood cancer path for troubled CD47 med after increased risk of death detected (link) -- do we know if the collaboration with Blink on cd47 is still active ? Genmab still mentions Blink under 'Our current partners' on the website
	9/2 13:55 af fiji	Måske man ikke altid skal sammenligne med de allerbedste i branchen :-)
	9/2 13:48 af StockBull	Genmab er fra 1999.
	9/2 13:47 af StockBull	Faktisk er Novo funded i 1923 så de har været 100 år undervejs.
	9/2 13:46 af StockBull	Novos kurs gik nærmest sidelæns fra end 2014 til start 2020 - 5 år så det ikke så slemt med Genmab som folk vil gøre det til. Det tager tid at opbygge et 100bn usd firma. Novo har været 40 år om at nå 500 mia usd
	9/2 13:37 af StockBull	Nuværende niveau svare til man havde købt Novo i 2020 forstået på den måde det dengang var 50/50 om Novo ville ramme inden for skiven. Genmab har 3 produkter der samlet kan rykke Genmabs kurs over kurs 6000 hvis alt flasker sig kommende 3-4 år. Så dem som missede Novo har muligheden for et 50-50 sats på Genmab
	9/2 13:30 af StockBull	Hvis Genmab omsætter for +20 mia kr i 2024 kan det ikke gå helt galt fra nuværende niveau