Genmab

	16/5 13:09 af E L	HC Wainwright & Co. analyst Raghuram Selvaraju maintains Genmab (NASDAQ:GMAB) with a Buy and raises the price target from $46 to $47
	16/5 09:04 af Hugininvest	Hvis de ikke er reguleret for arbejdsdage, så et det super flotte tal. Marts til april plejer st være lave.
	16/5 08:48 af ProInvestorNEWS	Thanks E L :-)
	16/5 08:33 af E L	i assume that is Symphony Health data, but we don't have march yet i think
	16/5 08:32 af E L	"Genmab: Salgstal for DARZALEX i april viser en vækst på 4,7% fra marts" (link)
	16/5 07:47 af ProInvestorNEWS	Genmab-partner risikerer at få forpurret fusion med Amgen (link)
	16/5 07:22 af ProInvestorNEWS	C25 karakterbogen er denne gang "komplet" i den forstand, at alle større selskaber hjemmehørende i Danmark er blevet bedømt. Eneste undtagelse er Nordea, som i denne henseende er geografisk udenfor bedømmelse. Der er nye karakterer til Genmab og Bavarian Nordic.(link)
	16/5 06:41 af Budweis	Rygtebørsen stiller spørgsmålstegn vedr Amgens overtagelse af Horizon. (link)
	16/5 06:34 af Stroka	God morgen :-)
	16/5 06:12 af Helge Larsen/PI-redaktør	Godmorgen :-)
	15/5 20:14 af gentogen	Ja, vi kan da kun opfordre ham til at lytte til sig selv....i princippet har han jo ret.....
	15/5 19:32 af Sukkeralf	(link)
	15/5 19:31 af Sukkeralf	“This is ultimately a marriage that comes to fruition after a number of discussions in which we're looking to create mutual success,” he says. “Obviously you want to have a partnership grounded in trust, transparency—you want to feel good about who you're partnering with.”
	15/5 19:30 af Sukkeralf	While you might assume that a company the size of J&J is the dominant partner in these licensing talks, Shah insists that the best results come when both parties feel they’re getting their money’s worth.
	15/5 19:30 af Sukkeralf	Ja ja rose sig selv kan man altid:
	15/5 11:34 af E L	The different flavors of bispecific antibodies by ⁦ @szusmani ⁩ (link)
	15/5 10:46 af Bulder	Yesterday 18:49: Looks like a better ORR than even Carvykti. (link)
	15/5 09:03 af ProInvestorNEWS	Medicinalindustrien er vækstmotor for dansk økonomi i første kvartal (link)
	15/5 07:28 af Doublo	hvilke overvejelser, får mon JPM til at sænke kursen med 200kr. fra det pænt høje niveau?
	15/5 07:21 af Klarussen	Marketwire: Kursmålet for Genmab sænkes til 3200 kr. fra 3400 kr. af amerikanske JPMorgan. Anbefalingen er uændret "outperfrom". Det viser data fra Bloomberg News.
	15/5 06:44 af Stroka	God morgen :-)
	15/5 06:07 af Helge Larsen/PI-redaktør	Godmorgen :-)
	15/5 06:04 af Doublo	God morgen :-)
	14/5 18:49 af E L	CONGRESS \| #COMy23 \| Cyrille Touzeau, @CHUNantes provided the updated phase IB study results of the MajesTEC-2 study assessing teclistamab combined with SC dara and lena in RRMM; promising clinical activity was observed (ORR: 93.5% and rapid time to first response: 1 month) (link)

	12/5 19:27 af JKY_VH	tak ilm Helge;-)
	12/5 18:23 af Helge Larsen/PI-redaktør	Det har været en rigtig god uge for de pharma- og biotekaktier der debatteres flittigt her på ProInvestor. Tak for indsatsen og god weekend til alle. :-)
	12/5 12:44 af StockBull	Svært at vurdere hvor mange patienter der går og venter på godkendelsen
	12/5 12:43 af StockBull	Man mon ikke Epco godkendelse kan rykke bundguidingen op omkring 4.5 mia
	12/5 12:39 af StockBull	Så jo hurtigere Genmab får opjusteret deres guiding jo hurtigere kommer vi over kurs 3000. Sidste år var guidingen jo meget højere på nuværende tidspunkt
	12/5 12:35 af StockBull	Så ved at regne baglæns med PE37 som udgangspunkt og sammenligne med top og bund af Genmabs guiding er der faktisk et kursspænd på 2200-3400
	12/5 12:30 af StockBull	MS holder sig inden for Genmabs buiding men den lave ende. 4mia i profit svare til kurs 2235 ved PE37 vs. dem som holder på 6mia i profit har kurs 3400 ved pe37. Så begge er vel lige seriøse da de begge ligger inden for Genmabs profit guiding ved samme PE
	12/5 11:16 af E L	well, reality is that most investors pay attention to these things. We had roughly 25 Genmab related abstracts disclosed at EHA yesterday, but not a word on those.
	12/5 11:02 af Darvin	they cannot be taken seriously :-)
	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...