Genmab

	23/2 20:20 af E L	"February freeze hits biotech as companies cut staff, thin pipelines and merge to survive" sort of the market Genmab is trying to take aadvantage of (link)
	23/2 17:35 af E L	Primary results from the ongoing randomized, open-label trials were presented at the 2023 ESMO Gynecological Cancers Congress. “The preliminary data highlighted the feasibility of the combination due to a good toxicity profile” and the suggestion of good clinical activity.”
	23/2 17:34 af E L	Tisotumab Vedotin for Patients With Recurrent or Metastatic Cervical Cancer (link) (link)
	23/2 16:43 af E L	Dataanalyse og AI skal sikre hurtig lancering af Genmabs næste kræfthåb (link)
	23/2 15:54 af Bulder	Hvis man stillede det op med brudte linjer, ville det være poesi.
	23/2 15:54 af StockBull	Dog dejligt med forskellige meldinger og forskellige opfattelser som giver en del volatilitet på en lille hundredemand idag.
	23/2 15:51 af gentogen	the DKK 25 million cap inhibits the Company’s ability to attract and retain top global talent
	23/2 15:51 af gentogen	Det lyder næsten smukt: "The proposed amended Remuneration Policy has been designed to align the interests of shareholders and the Company’s Board of Directors and Executive Management "
	23/2 15:33 af StockBull	Tror man skal passe på med hvordan man tokler medierne som jo kan tolke Jan/Genmab forkert. Analytikerne tolker Genmab case over en bred kam hvor der er tæt på 100% forskel på top og bund af kurs targets.
	23/2 15:05 af JKY_VH	Ja, det giver mening;-)
	23/2 15:04 af JKY_VH	jeg skal ikke gøre mig klog på teknikken, men det fremgår af artiklen. Måske vi har at gøre med endnu en praktikant?
	23/2 15:03 af Pensionisten	Jeg har også lige lidt svært ved at gennemskue denne melding……
	23/2 15:01 af JKY_VH	og det skulle så sikre at den aktiebaserede aflønning bliver 100 pct. afhængig af de skabte resultater og afskatte warrents.
	23/2 14:59 af JKY_VH	"Biotekselskabet skriver, at ændringerne hænger tæt sammen med filosofien om, at den aktiebaserede aflønning skal være 100 pct. afhængig af de skabte resultater, og sikre, at ledelsen fokuserer på vækst."
	23/2 14:58 af JKY_VH	"Derudover vil Genmab øge grænsen for det langsigtede bonusprogram for topledelsen, så de kan opnå aktieenheder (RSU) svarende til en værdi op mod seks gange den årlige basisaflønning på udstedelsestidspunktet, hvor det niveau tidligere var fire gange basisaflønningen. “Selv om disse ændringer stadig vil resultere i en kompensation under medianen, så mener vi, at de er kritiske for vores fortsatte evne til at fastholde et kompensationsprogram, der kan konkurrere i markedet,” skriver Genmab."
	23/2 14:55 af JKY_VH	"Ændringerne vil til gengæld eliminere selskabets brug af warrants som en del af aflønningen af topledelsen i Genmab, hvilket ifølge selskabet vil mindske udvandingen af andre aktionærer." og det lyder fornuftigt.
	23/2 14:53 af JKY_VH	Et loft på 25 mio. kr. er da også urimeligt :-D
	23/2 14:52 af JKY_VH	Genmab vil fjerne loft for aktiebaseret aflønning (link)
	23/2 14:46 af E L	that would be the preferred way , but in case AbbVie would not want to , it would be nice if Genmab could do it alone or with a different partner ; i don't know AbbVie's existing autoimmune portfolio . maybe it is a great fit
	23/2 14:42 af Bulder	So cd38 together with jnj, and c3xcd20 with abbvie. And that’s just the existing drugs.
	23/2 14:39 af Bulder	But then again, why not expanding together with abbvie?
	23/2 14:38 af Bulder	Why not. The agreement speeks only about cancer.
	23/2 14:26 af E L	Could they even use Epco outside of cancer without collaborating with AbbVie?
	23/2 14:25 af E L	i doubt it would differ on the 50/50 profit / cost split, but it could incur additional milestones

	23/2 14:23 af E L	I admit that i never thought about whether a AbbVie CD20/CD3 for a disease area outside cancer would need a new collaboration agreement? The current press release on the original deal clearly reads 'Oncology Collaboration' and 'antibody therapeutics for cancer'
	23/2 14:21 af Bulder	The hex38 agreement between jnj and genmab talks only about myeloma and dlbcl. If RA genmab could go alone. But I think it is jnj who have the IND in RA.
	23/2 14:19 af Bulder	Næst efter genmab, så er denne ipad den bedste investering jeg har gjort.
	23/2 14:17 af Bulder	Jeg har fornylig skiftet tastatur på min ipad fra SwiftKey til std ipad. Den er flittig til at komme med forslag, som af og til er helt i skoven. Man skal hele tiden have et øje på det, man skriver, så man kan acceptere eller godkende inden det er for sent.
	23/2 14:14 af nohope	Jeg er Genmab investor, har ikke råd til en Ipad.
	23/2 14:13 af Pensionisten	:-D Føler med dig, @nohope. Min Ipad har samme fejl.
	23/2 14:12 af nohope	I know it isn´t uncommon to have these disputes with BP, but it is must be more difficult to have smoot cooperation when you are fighting in court.
	23/2 14:10 af Bulder	Yes, and Novatis with whom they already work together with on Kesimpta.
	23/2 14:10 af nohope	JnJ management can´t afford to settle - they have to loose in court.
	23/2 14:08 af Sukkeralf	It could maybe also a large strategi deal be with Abbvie
	23/2 14:08 af Bulder	If autoimmune and cd38, then jnj will be likely partner. And then the arbitration matter is settled.
	23/2 14:08 af Sukkeralf	Probably goes both ways
	23/2 14:06 af nohope	Looks more like Ipads hate you...
	23/2 14:01 af Sukkeralf	Hate IPads
	23/2 14:01 af Sukkeralf	I the IPAds
	23/2 14:01 af Sukkeralf	You could argue that if Genmab win the arbitration Thea have more money to move into this area…..or you fuld argue that igen they loose they need to more faster in this area
	23/2 13:58 af Sukkeralf	Maybe duohexabody cd37 could also fit there
	23/2 13:56 af Sukkeralf	So autoimmune it must be ! What do you Think about the arbitration decision and this new leg
	23/2 13:55 af Sukkeralf	A Company like IGM Biosciences move their CD20/CD3 BsAb into autoimmune Diseases and already mentionen the CD38 in RA
	23/2 13:49 af E L	yes, it could be as simple as working further with TalemTherapeutics/IPA where they already have a partnership targeting infectious disease... but we have heard nothing on, it could be as big as partnering again there with Biontech... hard to predict... But maybe Jan gave Thomas Bowers a small hint, who knows
	23/2 13:36 af Bulder	Winkel spoke…
	23/2 13:35 af Bulder	Possibly they could go for both autoimmune and infections. I think earlier spoke about infections.
	23/2 13:34 af StockBull	Ja lige det med milepæle på 1.4 mia finder jeg interessant da de jo nok ikke er inkluderet i bund af profit guiding. 3.9+1.4 giver som bekendt 5.3 og dertil evt Epco salg på måske 500 mil kr fra Juni - Dec. D.v.s bund omkring de 5.8 efter Epco godkendelse.
	23/2 13:31 af E L	yea, he also said 'mulitple'- 'We anticipate expanding and advancing other early-stage programs, including the potential for multiple additional INDs or CTAs during this year.'
	23/2 13:30 af Bulder	Fra CC: We already have programs in a new disease area active. We will probably start speaking about that, Emily, at the time that the molecules are ready to be moving into the clinic, like we do now also for the programs. De er allerede klar til at gå i klinikken. - peger helt klart på autoimmune.
	23/2 13:29 af JKY_VH	van de Winkel onsdag eftermiddag."