Genmab

	28/1 10:10 af Bulder	Target for pokker da. Dumme ipad.
	28/1 10:09 af Bulder	Taget
	28/1 10:00 af Bulder	Carvykti bliver nok først og fremmest en konkurrent til teclistamab. Samme pt-gruppe og samme taget. Men lad os nu se hvad dara+tec-kombien kan drive det til.
	28/1 09:59 af E L	Professor: Medicinrådets afgørelse er chokerende (link)
	28/1 09:58 af E L	Medicinrådet afviser daratumumab til patienter med systemisk AL amyloidose (link)
	27/1 17:06 af Solsen	Det bliver interessante data med Carvykti (link)
	27/1 10:19 af E L	Case report: Relapsed/refractory extranodal natural killer/T-cell lymphoma nasal type with extensive central nervous system involvement (link) "We add to existing limited data that Daratumumab penetrates the blood-brain barrier."
	26/1 18:31 af bikube	HaHa.
	26/1 17:54 af E L	and EPCORE DLBCL-3 is phase 2, just to make it easy for you ;-)
	26/1 17:35 af bikube	Jeg lod mig narre af "EPCORE_DLBCL 2". Det er fase 3.
	26/1 16:30 af E L	Study Shows Activity of Talquetamab in Highly Refractory Multiple Myeloma (link)
	26/1 16:23 af E L	EPCORE DLBCL-2 started recruiting earlier this month (link)
	26/1 15:12 af ProInvestorNEWS	Regnskabssæsonen - kontant afregning ved kasse 1 Regnskabssæsonen er for alvor i gang. Goldman Sachs, Tesla, Topdanmark, Tryg og Netcompany er oppe at vende. Derudover kommer Helge Larsen ind på pharma-, biotek- og laksesektoren. Kort video: (link)
	26/1 14:01 af E L	another small Teclistamab in Combination with Daratumumab trial (link)
	26/1 13:02 af Sukkeralf	No I remember we talked about this asset before so thats was kind of expected
	26/1 12:36 af E L	JNJ's pipeline priorities (link)
	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."