Genmab

	5/2 17:25 af Solsen	Hvis man mener, at ledelsen er nogle fjolser og det hele er noget skidt. Så vil en fornuftig investor sælge skidtet.
	5/2 17:21 af Raun	@Solsen ..... Hvorfor indtager du den holdning? ..... Hvorfor kan jeg ikke være bekymret og stadig være aktionær og tro på selskabet?..... Du er mere positiv på casen, og lige netop en som dig, som har meget indsigt casen. Så vil jeg da i den grad værdsætte, hvis du kan skubbe min bekymring lidt til siden..... Det er du gjort flere gange tidligere....
	5/2 17:20 af JørgenVarnæs	Det har undret mig noget, at JvdW er sluppet uden ridser i lakken selv om han lovede, at GEN fik fuld royalty på Faspro
	5/2 17:17 af w	CEO burde i 2022 ha ridset et 2030 senarie op, med og uden et CD38 stof i MM. Så havde markedet noget at forholde sig til
	5/2 17:12 af JørgenVarnæs	vores aktiebesiddelser er ikke din business
	5/2 17:10 af Solsen	Jeg forstår slet ikke I er aktionærer i Genmab ?
	5/2 16:44 af JørgenVarnæs	Ptjah - evnen til at forære verdensklasse medikamenter væk er vist den sande KYSO i Genmab
	5/2 16:32 af Raun	Et rædsels år for Genmab aktien, må vi bare konstaterer at 2023 var. - Nok mest tynget af voldgift sagen.... Nu er jeg godt nok bange for at vi er ude i en double jeopardy på Genmab kursen, frem imod en eventuel opt.in.... Det er slet ikke rart at se, at NBI er oppe med 10% siden november og andre succesfulde pharma og biotek selvskaber stormer frem....
	5/2 14:17 af E L	i think Catalent also produces Tepezza
	5/2 14:00 af JKY_VH	Lyder da meget nemt;-)
	5/2 13:58 af Fritten	Novo køber fabrikker - Kursen stiger, Genmab købte fabrik og kursen faldt. Novo hæver deres omkostninger til udvikling, kursen stiger, Genmab hæver deres omk til udvikling og kursen falder. Jeg giver snart op;-)
	5/2 12:51 af Bulder	Yes you are right, -pru- and -sto- could also be possible.
	5/2 12:35 af E L	yea that would be my guess too JV
	5/2 12:35 af E L	no i am not sure it will Bulder, for example i think they may use -mig for a bispecific monoclonal antibody (BsMAb) and maybe a cancer drug can also fall under immunomodulating?
	5/2 12:33 af JørgenVarnæs	thanks for a very useful link EL - I guess the "ta" is for both solid and liquid tumors?
	5/2 12:22 af Bulder	So in cancer antibodies will all be named …tabart with different prefix?
	5/2 12:20 af Bulder	Ok, thx
	5/2 12:14 af E L	@Bulder i don't think we will see a '..mab' anymore, there is new Nomenclature . If i am correct, for erzotabart it is ta for tumor and bart for artificial antibody (link)
	5/2 08:20 af JKY_VH	Gad vide, hvad der ville ske, hvis Jan laver en Meta i næste uge? (link)
	4/2 18:09 af Raun	Lad os håbe at de kloge får ret denne gang.... De sagde også sidst i 2022, at pharma og biotec vil blive det hotteste i 2023..... Øøh - det var nok blevet for varmt! ;-)
	4/2 13:30 af Helge Larsen/PI-redaktør	Biotech boom ahead in 2024, top Jefferies analyst predicts (link)
	3/2 14:26 af E L	would be nice to know if that really is a new GEN1056 trial; it would mean the correct dosing is known i guess. Primary Completion (Estimated) for the safety trial is 2024-02-15 so that would be possible.
	3/2 14:23 af E L	i get 54 hits on clinicaltrials with that drug...
	3/2 14:22 af E L	Akeso Biopharma is the producer, chinese (link)

	3/2 12:36 af Sukkeralf	Lidt om penpulimab der er en PD1 IgG1 checkpoint inhibitor
	3/2 12:33 af Sukkeralf	Conclusions: IgG1 backbone anti-PD1 antibody penpulimab has a good stability and reduced host cell protein residue, as well as potent binding to the antigen. Fc engineering has eliminated Fc-mediated effector functions of penpulimab including ADCC, ADCP and reduced ADCR, which may contribute to its more favorable safety profile
	3/2 11:39 af E L	as they don't have other oncology i think. have to be careful putting too much attention on numbers that are rounded to the nearest 100mn, but at a minimum -you could argue it is not negative signal...
	3/2 11:36 af E L	And i thought this was interesting: In oncology, we expect sales of $5.7 billion, including Imbruvica revenue of $2.9 billion and Venclexta sales of $2.4 billion, as well as contributions from Epkinly, and partial year sales from Elahere. $5.7 - 2.9 - 2.4= $400mn for Epkinly and partial year Elahere
	3/2 11:33 af E L	and front-line follicular lymphoma.
	3/2 11:33 af E L	The early prescription trends for Epkinly in third-line plus DLBCL have been encouraging with commercialization now underway in the U.S., Europe, and Japan. We also anticipate the potential label expansion for follicular lymphoma later this year. // For Epkinly, we anticipate regulatory approvals in third-line or greater follicular lymphoma later this year in both the U.S. and Europe. We also expect to begin several new phase 3 studies in 2024, including studies in second-line DLBCL
	3/2 11:30 af E L	(link) AbbVie (ABBV) Q4 2023 Earnings Call Transcript
	3/2 10:07 af Stroka	God morgen :-)
	3/2 08:53 af Helge Larsen/PI-redaktør	Godmorgen :-)
	3/2 08:06 af bibob	God morgen. :-)
	2/2 18:04 af henrik48	Det giver et godt perspektiv om at 70% af alle aktie-værdier er på Wall street…
	2/2 18:03 af JKY_VH	that would never happen, the board would cash in all the money;-)
	2/2 17:08 af E L	useless fun fact: META is up by ~20% or $200bn today. If that money would have gone to Genmab it would be trading at around dkk23.000 now :-)
	2/2 16:43 af E L	New trial - Epcoritamab Compared to Observation for Treating B-cell Lymphoma Patients Not in Complete Remission After CD19-directed CAR-T Therapy -by 'Academic and Community Cancer Research United' (link)
	2/2 15:16 af Solsen	Until we get the Japan figures we vant calculate. But as you say - doesnt matter. On the other hand its hard to judge if its a success. So early in process.
	2/2 15:11 af E L	Maybe the 5 for international is full international and they pay Genmab 2.5 from that. dunno.
	2/2 15:10 af Solsen	You are right off cause :-)
	2/2 15:09 af E L	yes , so that is why they say 'U.S. revenues reflect profit sharing.', so i assume we need to double those. That makes sense also with last quarter; they reported 14 and Genmab said total was 28 (no international sales yet then)
	2/2 15:09 af Solsen	This collaboration will provide for the joint development and commercialization of the three bispecific antibody therapeutic candidates. For epcoritamab, the companies will share commercial responsibilities in the U.S. and Japan, with AbbVie responsible for further global commercialization. Genmab will book net sales in the U.S. and Japan and receive tiered royalties on remaining global sales.
	2/2 15:06 af Solsen	Wasnt the deal that Genmab report US sales ?
	2/2 15:03 af E L	So the US number we have to double I think, the International i am not sure. But since it is such a small number it won't matter much. So it is total 52 + 10 = 62 or 52 + 5 = 57 total (T)Epkinly for the year
	2/2 15:01 af Vitus	Nå, den kunne godt reagere :-(
	2/2 14:52 af E L	Abbvie reports Epkinly Q4 '23 US12 Intl 5 Total 17, Full year '23 : 26 / 5 / 31 . U.S. revenues reflect profit sharing. International revenues reflect product revenues as well as profit sharing from certain international territories. This compares to Q3 Genmab comment around $22 million in net sales for the quarter and $28 million year-to-date. 17
	2/2 14:23 af Vitus	Reagerer overhovedet ikke på det…..men der er jo heller ikke kommet noget penge i kassen på det endnu…
	2/2 14:21 af ProInvestorNEWS	Genmab: EMA vil behandle ansøgning om godkendelse af middel mod livmoderhalskræft (link)
	2/2 14:13 af ProInvestorNEWS	Tisotumab Vedotin Marketing Authorization Application Validated by European Medicines Agency for Treatment of Recurrent or Metastisk Cervical Cancer (link)