Genmab

	12/5 11:01 af Darvin	yes - Morgan Stanley has covered Genmab continuously. The first analysis I immediately have on hand is from 04 11 2020 - and they have always been at the low end, and have been wrong all the way up. now they regulate from $34 to $33 ;-)
	12/5 09:49 af E L	and for the slow reader, that $33 corresponds roughly to the DKK2,235 with a bit of FX variability. so no change really.
	12/5 09:43 af E L	dunno why they say initiates, MS was covering Genmab, last I had was $33 for the ADR, maybe he only gave $ targets before, now the danish version
	12/5 09:42 af E L	the reason for the weakness : Morgan Stanley analyst James Quigley initiates coverage on Genmab A/S (GEN:DC) (NASDAQ: GMAB) with a Underweight rating and a price target of DKK2,235.00.
	12/5 09:11 af E L	from (link)
	12/5 09:11 af E L	according to Bolt Biotherapeutics "Boltbody ISAC collaborations with Genmab and Innovent to develop next-generation Boltbody ISACs continue to make progress. These collaborations are exploring proprietary linker-payloads from the Boltbody ISAC platform in combination with Genmab’s proprietary bispecific antibodies and with Innovent’s proprietary antibodies, respectively."
	12/5 06:24 af Stroka	God morgen :-)
	12/5 06:14 af Helge Larsen/PI-redaktør	Godmorgen :-)
	11/5 20:25 af Bulder	So would we all. Hope for a pleasant surprise for x-mas.
	11/5 20:18 af peter12	But its preclinical ? I would rather see clinical data ;-)
	11/5 17:34 af E L	Torben Plesner co-author for the fans
	11/5 17:33 af E L	PHARMACODYNAMIC ACTIVITY OF GEN3014 (HEXABODY-CD38) IN PATIENTS WITH MULTIPLE MYELOMA SUPPORTS ENHANCED COMPLEMENT DEPENDENT CYTOTOXICITY OF GEN3014 COMPARED TO DARATUMUMAB (link)
	11/5 17:32 af E L	and since we talk of hexa-cd38...:
	11/5 17:28 af E L	EHA abstracts via (link)
	11/5 17:28 af E L	i am slowly starting to think, let JNJ not take it and let Genmab pursue it themself in those other areas and in autoimmune etc....
	11/5 17:23 af Bulder	Came to think of that even if hex38 is not significantly better than dara in MM, it could be enough with good responses in aml and dlbcl.
	11/5 16:54 af E L	that could be the case...
	11/5 16:00 af Bulder	15.18: maybe because it’s difficult to find cd38 naive participants in the us?
	11/5 15:40 af Klarussen	SMA 20 krydser SMA200 på dagsgrafen, kan også være en trigger
	11/5 15:36 af Pensionisten	Takker, @LLi
	11/5 15:31 af Pensionisten	Er short i usa på ADR regnet med i Finanstilsynets opgørelse. Lige nu, svarer antal shortede i USA ret nøjagtigt til opgørelsen fra Finanstilsynet?
	11/5 15:23 af ProInvestorNEWS	Kort video: ALK-Abelló ' Bavarian Nordic ' Genmab ' Lundbeck ' Zealand Pharma ' Hansa Biopharma Der er fest på ProInvestor.com - for næsten alle de mest populære pharma- og biotekselskaber på sitet er steget i kurs. (link)
	11/5 15:18 af E L	GEN3014 (HexaBody®-CD38) updated (link) not sure why Participants in the US will not participate in the Dara SC comparison
	11/5 14:12 af ProInvestorNEWS	Analytiker om stort kurshop i Genmab: Kan have rod i håb om øget indeksvægt (link)

	11/5 13:54 af Legolas23	Jeg tænker, der også kan lukkes shorts op til Epco godkendelse !
	11/5 13:53 af Legolas23	@EL Thx for noticing the CWH :-)
	11/5 13:32 af GeorgeBest	Manden må have spist søm. En opvægtning i et indeks giver ikke en stigning på 6,6%…
	11/5 13:25 af Bulder	Torsdagens markante kursfremgang i Genmab skyldes næppe kvartalsregnskabet onsdag efter børslukketid, men snarere spekulationer om en mulig opjustering af Genmabs vægt i KAX Cap-indekset. Det vurderer Genmab-analytiker i Jyske Bank Henrik Hallengreen Laustsen over for MarketWire.
	11/5 13:12 af Bulder	Winkel was a bit more accurate reg arbitration deadline. “After summer”, which could mean September.
	11/5 13:12 af Teller	så er vi på + 8% siden igår morges
	11/5 13:12 af Teller	US stiger 6% i Pre-Market
	11/5 13:10 af Plimsoller	:D
	11/5 12:21 af JKY_VH	Løntoft "“Investorer kan godt gennemskue, at Genmab investerer massivt i pipelinen, og når de fastholder forventningerne til omkostningerne, så er der nok mere tale om kvartalsvariationer end et bekymrende omkostningspres. Når man dertil lægger, at omkostningerne til fulde er dækket af royalties-indtægter, så vidner det om en robust forretning,” siger Søren Løntoft Hansen, analytiker hos Sydbank."
	11/5 12:17 af Sukkeralf	Regarding IRS I also thinks that its must be that Darzalex Faspro could come under price reductions when the IV patents runs out.
	11/5 12:04 af E L	no problem ;-)
	11/5 12:01 af Bulder	Thx E L :-)
	11/5 11:35 af E L	we had a discussion on ADC mid april, and it seems we were spot on there; they are fully working on that and also with AbbVie as we suggested...
	11/5 11:34 af E L	he actually said a minimum of 50/50...
	11/5 11:33 af E L	they have interest from big pharma that they don't want to give in to because they want to stick to the 50/50 profit share (and i agree)
	11/5 11:32 af E L	they have done smaller deals we don't know about...
	11/5 11:32 af E L	i think my main message from the earnings call, if you read between the lines, is that they seem to have much more going on pre-clinical than even i thought
	11/5 11:30 af E L	@Bulder can you try sending me a test message here through proinvestor?
	11/5 11:29 af E L	@Legolas breaking the april 18 high of 2947 would confirm your cuphandle.. would target 3450ish if it can stay above that hurdle...
	11/5 11:21 af E L	and another 2 arms for EPCORE NHL-2 - (link) - Enrollment from 396 to 662 patients
	11/5 11:19 af E L	nice to see other parties starting trials on your drug before it is even approved...
	11/5 11:18 af E L	New trial by Hoosier Cancer Research Network (Genmab collaborates) Safety and Efficacy of Epcoritamab With Gemcitabine, Dexamethasone, and Cisplatin (GDP) Salvage Chemotherapy in Relapsed Refractory Large B-cell Lymphoma (link)
	11/5 11:08 af troldmanden	Men det kommer ikke til at ske. For det er jo social staten. Det værste skræmmebillede for R
	11/5 11:07 af troldmanden	Cupcake ja det er grotesk. Pharma industrien har dog også ekstrem stor interesse i at det overordnet set er status quo. Hvis de kørte det med auktioner som i DK, så er de tæt på at kunne gå over til en en ren dansk model. Hvor ALLE har adgang til medicin uden meget dyre privat forsikringer
	11/5 11:03 af troldmanden	Det er jeg heller ikke så overbevist om Nohope. Men hvis og såfremt de får godkendelsen, så bør den vel kunne bryde 3000. Måske over en periode derefter komme i nærheden af ATH.
	11/5 10:58 af Cupcake	@Troldmanden - langt hen ad vejen er det pharmacy benefit managers (PBM), der bestemmer prisen, idet de tjener mere, jo mere medicinen koster. Patienterne taber. De lever en skjulet tilværelse. (link) Også god forklarende artikel og video her... (link)