Genmab

	18/10 07:51 af bibob	God morgen. :-)
	18/10 07:30 af Klarussen	Kan du referere nogle punch lines?
	18/10 07:29 af Klarussen	Har ikke råd til at købe mig adgang.
	18/10 07:11 af GeorgeBest	Super god og informativ analyse fra David Mygind. Absolut værd at læse som modspil til Novods negativitet
	18/10 06:28 af Stroka	God morgen :-)
	18/10 06:06 af Helge Larsen/PI-redaktør	Godmorgen :-)
	18/10 04:01 af StockBull	:-) God morgen. Genmab står foran en vinter med varme kurstriggere (link)
	17/10 22:53 af Solsen	Fra Endpoint News.
	17/10 22:53 af Solsen	But, the efficacy results don’t look better than AstraZeneca’s study of Tagrisso plus chemotherapy, where patients saw a median PFS of 25.5 months based on investigator review, compared to 16.7 months for those who received Tagrisso monotherapy, according to results shared in September. However, a key concern in that study was safety, as chemotherapy came with additional side effects. More data from both studies will be shared at ESMO this coming weekend. — Lei Lei Wu
	17/10 22:52 af Solsen	Rybrevant plus lazertinib, Johnson & Johnson’s combination treatment for advanced EGFR-positive non-small cell lung cancer, resulted in a median PFS of 23.7 months, compared to 16.6 months for those who received AstraZeneca’s Tagrisso — the current standard first option for these patients. J&J announced a few weeks ago that its combination treatment staved off cancer progression for longer than Tagrisso in the 1,000-plus patient MARIPOSA study
	17/10 19:56 af Pensionisten	Takker @ E L
	17/10 19:54 af E L	amivantamab data seems slam dunk also, but that was to be expected given the enthusiasm of JNJ executives
	17/10 19:52 af E L	(copying the tisotumab data here, as i think it may be a mistake it was released a bit early)
	17/10 19:52 af E L	[95% CI 7.9-10.7]). PFS was superior in the TV vs chemotherapy arm (HR: 0.67 [95% CI, 0.54-0.82]; P<0.0001). Confirmed ORR was 17.8% and 5.2% in the TV and chemotherapy arms, respectively (odds ratio: 4.0; 95% CI, 2.1-7.6; P<0.0001). Most pts experienced at least 1 treatment-related adverse event (TV: 87.6% [grade ≥3: 29.2%] vs chemotherapy: 85.4% [grade ≥3: 45.2%]). AEs were consistent with the known TV safety profile, including for ocular, peripheral neuropathy, and bleeding AEs.
	17/10 19:52 af E L	Results 502 pts were randomized (TV: 253; chemotherapy: 249); median survival follow-up was 10.8 mo (95% CI, 10.3-11.6). Overall, median age was 50 yrs (range: 26-80); arms were balanced for demographics and disease characteristics. 63.9% and 27.5% of pts had prior bevacizumab and prior anti-PD-(L)1 therapy, respectively. The TV arm had a 30% reduction in risk of death vs chemotherapy (HR 0.70; 95% CI 0.54-0.89; P=0.0038), with significantly longer median OS (11.5 mo [95% CI 9.8-14.9] vs 9.5 mo
	17/10 19:42 af Pensionisten	Men det er utroligt, at her sidder jeg i en moden alder (+70) og håber på, at Genmab selv kører det til stationen. Og ligeså snart, der er en anledning, sidder op til flere og råber: Sælg,Sælg:Sælg. Det er da lidt af et paradoks ;-)
	17/10 19:39 af JKY_VH	:-D
	17/10 19:39 af Pensionisten	Nej :-D
	17/10 19:38 af JKY_VH	Nyrup har ikke levet forgæves;-)
	17/10 19:38 af Pensionisten	Uld i mund ;-)
	17/10 19:35 af JKY_VH	Ja Pensionisten det ser jeg gerne, men jeg ønsker da Genmab en fantastisk udvikling. Alt andet ville da være dumt som aktionær;-)
	17/10 19:33 af E L	similar way you can search Amivantamab ; LBA5, 14 and 15
	17/10 19:30 af E L	ESMO23 LBA9 - innovaTV 301/ENGOT-cx12/GOG-3057: A global, randomized, open-label, phase III study of tisotumab vedotin vs investigator’s choice of chemotherapy in 2L or 3L recurrent or metastatic cervical cancer (link)
	17/10 19:30 af E L	it seems ESMO LBA's out early

	17/10 19:27 af Pensionisten	17/10 2023 16:02 af JKY_VH
	17/10 19:12 af JKY_VH	altså en at de udvikler sig fantastisk
	17/10 19:10 af JKY_VH	Jeg kender ikke umiddelbart nogen, der er modstander af det.
	17/10 19:04 af Pensionisten	Jeg er så træt af at læse, hvem der kunne opkøbe XX firma. Jeg så derimod gerne, at Genmab viser musklerne, og kører mod en fantastisk udvikling.
	17/10 16:02 af JKY_VH	Jeg så gerne at et ordentligt selskab som Novo slugte Genmab. De danske konkurrencemyndigheder kunne jo alternativt "risikere" at selskabet gik til US og hvilken interesse skulle velfærdssamfundet have i det?
	17/10 16:02 af E L	isn't Dara (one of?) the top drug for HALO? because they are trading +1.6%...
	17/10 15:56 af E L	this was on CNBC earlier - Johnson & Johnson CFO Joseph Wolk on Q3 results: Very well-positioned into 2024 and beyond (link)
	17/10 15:45 af E L	from the conference call; we'll see the first Tecvayli revenues split out Q1 next year
	17/10 15:45 af E L	@Solsen sure. i think it was discussed here previously wasn't it. Effectively JNJ would pay their future royalty-cost stream upfront, thereby improving a bunch of their future metrics.
	17/10 15:31 af Bulder	Nej måske trold, jeg tænker bare at alene størrelsen vil stride mod dansk mentalitet. For stor, for magtfuld.
	17/10 15:16 af Vitus	Dagens nyhed var så ikke indregnet i det seneste kursfald på aktien…..
	17/10 14:57 af troldmanden	Bulder hvorfor skulle novo ikke få lov (om ellers de ville) Det vil jo være opkøb i nye terapeutiske områder. Så den vil for mig at se glide let og hurtigt forbi konkurrencemyndighederne
	17/10 14:44 af Solsen	More than cash on hand. Thats why they sometimes make a M&A we dont understand :-)
	17/10 14:42 af Solsen	Perhaps cashflow (link)
	17/10 14:19 af E L	so what do you think is JNJ's KPI?
	17/10 14:17 af Bulder	Novo vil aldrig få lov til at købe genmab af konkurrencemyndighederne. Så vil Novo blive for stor.
	17/10 14:15 af kkjoel	Der er JNJ vel den lille...?!?
	17/10 14:15 af Solsen	Key Performance Indicator
	17/10 14:15 af kkjoel	JNJ og NOVO i budkrig - jadakkk!
	17/10 14:14 af Solsen	:-)
	17/10 14:12 af Bulder	Konsumer Price index
	17/10 14:11 af E L	what's KPI ??
	17/10 14:10 af Solsen	Its all about KPI figures ;-)
	17/10 14:09 af E L	and the royalties 'en meget væsentlig del af JNJs ' costs ;-)
	17/10 14:08 af Solsen	Det vi ikke se godt ud på JNJs direktionsgang…
	17/10 14:07 af E L	i looked at quarter/ quarter %, not at quarter this year / quarter last year (to show the seasonal effect)