Genmab

	26/1 12:35 af E L	then again, i don't think you did if i remember correctly ;-)
	26/1 12:35 af E L	yes it was. it isn't a surprise as they stopped recruiting in september. it isn't completely dead, the trial continues with existing patients but i don't think we should expect anything anymore on it.
	26/1 12:29 af Sukkeralf	JNJ-902 var vel et DuoBody BsAb
	26/1 12:28 af Sukkeralf	The other culled project, JNJ-8902, focused specifically on prostate cancer, with a phase 1 study looking to enroll more than twice as many patients as the JNJ-6358 trial. Recruitment wrapped up in September, and few updates have been posted since, except a pushback of the expected completion date from January 2023 to the end of June 2023. The trial was similarly not recruiting out of the U.S. but did include trial sites in Canada in addition to Israel and Spain.
	26/1 12:28 af Riis7	Det virker til folk sælger ud af Pharma og over i tech i 2023
	26/1 12:27 af Sukkeralf	(link)
	26/1 12:26 af Sukkeralf	(link)
	26/1 12:21 af Riis7	Umuligt og ramme bund og top i Genmab ;-) så nok godt tidpunkt som du skriver hvis man tænker langsigtede:-)
	26/1 12:20 af Riis7	Men det er u
	26/1 12:19 af Riis7	Tror jeg venter, sidste gang købte jeg for tidligt og vi endte i 1875, tror nemt vi kan se 2400 inden næste optur , fik heldigvis solgt i 3000+ hvilket jeg ikke fik i aug 2021 hvor den faldt tilbage
	26/1 11:43 af StockBull	Godt entry niveau for den langsigtede investor. 4-10 mdr. Kortsigt risiko at kursen kan falde ned til 2400. (link)
	26/1 11:06 af E L	Teprotumumab for the treatment of thyroid eye disease (link)
	26/1 10:32 af E L	JNJ raised Darzalex list price with 4.5% this januari. (that is on top of an extra raise last september of 4.3%)
	26/1 08:47 af JKY_VH	Det kan vi da håbe Bulder og god morgen;-)
	26/1 07:26 af Stroka	God morgen :-)
	26/1 07:15 af Helge Larsen/PI-redaktør	Godmorgen :-)
	25/1 23:58 af Bulder	Rebound i morgen? US rettede sig og endte i nul. NBI inklusive.
	25/1 18:26 af ProInvestorNEWS	Onsdagens aktier: Svag prognose kostede Netcompany dyrt (link)
	25/1 18:13 af Pensionisten	Det er korrekt, @Helge. Og du hygger dig vel, lige idag, med dine grønne laks ;-)
	25/1 18:09 af Helge Larsen/PI-redaktør	Sundhed faldt i US i går. Det fortsatte i DK i dag i C25, hvor sektoren med især Novo fylder meget. Læg hertil det aktiespecifikke fald i f.eks. Maersk og Netcompany.
	25/1 17:13 af Pensionisten	Jeg forstår så ikke helt, hvorfor C25 skal have så store klø i.f.t. resterende lande i Europa.
	25/1 17:11 af Pensionisten	En såkaldt kollektiv afklapsning hele vejen rundt :-(
	25/1 17:01 af Bulder	Sikken dårlig dag det er i dag :-(
	25/1 15:51 af E L	from Scancell: Genmab [] has accelerated one of our antibodies into development - I take that as that they have identified one and started working seriously on it (link)

	25/1 13:20 af ProInvestorNEWS	3 Reasons Why Johnson & Johnson Stock Could Rebound After a Bad Start in 2023 (link)
	25/1 10:47 af JKY_VH	Tak EL
	25/1 10:45 af Solsen	Meget opmuntrende bemærkninger fra JNJ omkring de stoffer Genmab har i JNJ portefølje. Det skal nok blive til mange penge for Genmabs aktionærer. Tak EL !
	25/1 10:41 af E L	last february, the first Genmab guidance for the year actually was USD 7.3 – 8.0 billion.
	25/1 10:39 af E L	If anyone had told me 2 years ago that the genmabbers would be disappointed with a >$2bn quarterly revenue number for Dara, i would have told him he was crazy ;-)
	25/1 10:22 af E L	Rybrevant " we have the potential for an interim analysis of the Mariposa study, which is the study of Rybrevant plus lazertinib in front-line non-small cell lung cancer with EGFR mutations in this study versus Tagrisso. And this is an important study for us. And also, we have the potential clinical data from the Papillon study, which is in front-line non-small cell lung cancer in combination with chemotherapy. So, those are important ones in non-small cell lung cancer."
	25/1 10:21 af E L	"Also, the filing of talquetamab, which will give us another line of therapy, because some of the studies of talquetamab are those in patients who have failed BCMA, either cell therapy or bispecifics. And the continuous data, that will continue to provide, to guide how to use this incredible portfolio in multiple myeloma."
	25/1 10:20 af E L	- With Carvykti, we continue to scale our production capacity and expand our network of providers. And we are doing that in a phased approach. With Tecvayli, we are off to successful start. And the early indications for this -- of the self option are very, very positive too, connected with the high unmet medical need that we see there."
	25/1 10:20 af E L	" we we see very strong demand for Carvykti and also for Tecvayli. There is a significant need for new therapies in this relapsed/refractory patient population. So, the demand for the products, the physicians and patient adoption has been really strong. So, that is really encouraging and portends there are many medical need for these type of patients.-
	25/1 10:19 af E L	"I think also looking at the multiple myeloma portfolio, and the performance of Carvykti or Tecvayli could be significant and opportunities or pockets for upside."
	25/1 10:18 af E L	-- Tecvayli and talquetamab, our two bispecific antibodies are being a study in combination with one another. And Tecvayli or talquetamab are also being in a study in combination Darzalex. So, I see that as the major source of disconnect with the Street."
	25/1 10:18 af E L	"If I think about the main disconnect between our forecast and the Street forecast, it's our multiple myeloma portfolio. As I commented earlier, we see our multiple myeloma portfolio helping, treating to cure rather than cannibalizing each other. And as a matter of fact, you know, some of the studies that we have now in play showed that ambition of combining our therapies.
	25/1 10:17 af E L	"our multiple myeloma portfolio, Terence, is the most important driver of growth for our pharmaceutical group moving forward. It's about Darzalex's continued progression in first line; Carvykti, our best-in-class BCMA cell therapy; the recently approved Tecvayli, our BCMA-CD3 bispecific. And also we are excited about the filing of talquetamab, our GPRC5D/CD3 bispecific."
	25/1 10:12 af E L	Johnson & Johnson (JNJ) Q4 2022 Earnings Call Transcript (link)
	25/1 10:08 af JKY_VH	Tak for opdateringen SB og god formiddag:-)
	25/1 08:42 af bibob	God morgen. :-)
	25/1 07:22 af Stroka	God morgen :-)
	25/1 07:14 af Helge Larsen/PI-redaktør	Godmorgen :-)
	25/1 06:17 af Riis7	Tak og godmorgen :-)
	25/1 05:56 af StockBull	Lige p.t ligner det, at vi er tæt på en bundvending. Genmab er klart oversolgt og PE værdi ikke specielt høj. De burde ende 2022 tæt på 14 mia i revenue og tænker de vil guide 12 mia for 2023. Så hvis vi siger de 14 mia svare til kurs 3300 så skal 12 mia vel ikke ligge mere end 15% under de 3300. Men som altid svært af forudse hvad der sker på den helt korte bane.
	25/1 05:37 af Riis7	Hvad siger Ta ?:-) skal vi ned mod de 2450? Dårlig guide fra Genmab i feb
	25/1 05:26 af StockBull	105 er jobs i Princeton hvor AbbVie holder til.
	25/1 05:25 af StockBull	Tror ikke der bliver problemer med at finde de 198 nye folk Solsen. Ligner mere rettidig omhu. De fleste er nok til Epco og da Epco ikke er godkendt har de vel bare stillingerne åbne i god tid så de kan interviewe en pool af potentielle nye medarbejdere. Tænker de vil interviewe måske 1000 personer inden f.eks 1 April hvoraf de så vil tilbyde de 192 et job lige så snart der er behov for dem. D.v.s når Epco er godkendt. Nogle få af de 192 vil nok blive ansat inden Epco godkendelse men kan de de
	24/1 22:25 af ProInvestorNEWS	Grant of Restricted Stock Units and Warrants to Employees in Genmab (link)
	24/1 18:07 af troldmanden	Lifesciens selskaberne rekrutere også fra det offentlige hvor de også sidder en hel del forskere mm
	24/1 18:06 af troldmanden	Hvem køber de så?