Genmab

	26/7 19:12 af E L	Lol, you an old accountant or something? I grew up with an HP 28 haha, but as I am sitting next to the pool i have to use my own -small- brain ;-)
	26/7 18:36 af E L	Ik think that is fair, what's 250dkk, roughly $2,2bn? On top of my head, in 10-15yrs it could make $30-35bn FV, discounted at a decent risk rate? Further approvals should slowly unlock that
	26/7 17:43 af E L	4/5 10:57 af E L that is what i thought until i read in the last annual report "m. Under our agreement with Janssen, Genmab will receive milestones and royalties between 8% and 10% on net sales of RYBREVANT."
	26/7 17:21 af kkjoel	EL, wasn't Amivantamab royalties "low double digit"? (translating to 10-12%, I imagine)
	26/7 16:41 af E L	JNJ recently repeated they expect peak sales over $5bn LLi, at 8-10% royalty. Further approval is key ofcourse, and i am not sure how far they could get there, but it could be bigger as Kesimpta
	26/7 16:26 af bikube	Og $ stiger nu 7,35.
	26/7 16:10 af ProInvestorNEWS	USA/åbning: Walmart falder til bunds i rødt marked efter nedjustering (link)
	26/7 15:41 af E L	joking aside, it is important data on the road to approval outside of the EGFR Exon 20 patients
	26/7 15:35 af E L	haha really? maybe they want us to proof-read it first ;-)
	26/7 14:53 af E L	Janssen Announces New Data Supporting Safety and Efficacy of RYBREVANT® and Lazertinib Combination for Patients with Non-Small Cell Lung Cancer and EGFR Mutations (link)
	26/7 14:30 af Sukkeralf	Maybe a competitor for Horizon at a later stage in TED
	26/7 14:29 af Sukkeralf	(link)
	26/7 11:38 af E L	Btw, another Nature article this month- Changing the face of thyroid eye disease (link)
	26/7 11:37 af E L	would be nice if we could see some interest in the Hexelect platform with a deal at some point... we are also still waiting for BionTech to say anything about the HexaBody product they are probably working on...
	26/7 11:32 af peter12	They mention CLL several times in the article
	26/7 11:25 af E L	I wonder if we can deduce from that , that they are actively working on a CD52/CD20 combination
	26/7 11:07 af peter12	Ny artikel om HexElect (link)
	26/7 08:09 af Riis7	Godmorgen, Mon ikke 2500-2600 er fair value på Genmab indtil der kommer nyt for pipeline eller bedre salg på dara :-) vi er lige steget fra 1875 til 2600:-) market er stadig meget nervøs med Putins magt over gas/olie . de har os stadig tabt en voldgiftsag på deres bedst sælgende produkt.
	26/7 07:51 af Doublo	Godmorgen:-) mon ikke den "generøse" kursforhøjelse fra BMO er et forsøg på at holde kursen nede, sjovt at man kan bruge en kursforhøjelse til det.
	26/7 07:36 af bibob	(link) Teclistamab.
	26/7 07:36 af bibob	God morgen. :-)
	26/7 07:20 af JKY_VH	Tak for den og god morgen;-)
	26/7 07:10 af ProInvestorNEWS	Genmab/BMO: Hæver kursmålet med over 100 kr. (link)
	26/7 06:49 af Stroka	God morgen. :-)

	26/7 06:39 af Helge Larsen/PI-redaktør	lahn...Jeg er klædt på til lejligheden. Det er altid en fest at være på PI. :-)
	26/7 06:35 af Helge Larsen/PI-redaktør	Godmorgen. :-)
	25/7 22:12 af lahn1	Hvem er ham James Bond med butterfly på forsiden ? ;-)
	25/7 14:06 af ProInvestorNEWS	Transactions in connection with share buy-back program (link)
	25/7 13:35 af Helge Larsen/PI-redaktør	Tak Bulder. :-)
	25/7 13:35 af Helge Larsen/PI-redaktør	"Medicinske tidsskrifter har tidligere beskrevet, hvorvidt studiet har konkluderet, at ofatumumab viser en bedre effekt på attakker og disability end teriflunomid".
	25/7 13:25 af Bulder	Ofatumumab forbedrer RMS-patienters kognition (link)
	25/7 11:40 af ProInvestorNEWS	Akter/middag: Bavarian rykker på godkendelse - banker kommer lidt igen (link)
	25/7 09:17 af E L	no, they are all hospitals; you can see that in the earlier version they mentioned the names of the hospitals. I don't know why they changed it to read like this , but have seen it in more trials with other companies also
	25/7 08:50 af bongobob	Thanks EL. Apparently Genmab has 21 investigational sites in Japan. Is that with staff or just agreements with clinics
	25/7 08:30 af E L	the Japanese Epcoritamab trial starts recruiting again, with a few additional arms added (link)
	23/7 22:18 af JKY_VH	Ja, det var flot bibob;-)
	23/7 17:54 af bibob	Historisk Vinge( gaard) sus. :-D
	23/7 07:33 af Doublo	God morgen :-) Ja og udover den dejlige stigning på Genmab har der endelig været lidt positiv bevægelse i A.P. Møller som jeg desværre/heldigvis? har en hulens masse af!!
	22/7 16:44 af JKY_VH	Jep, Genmab fortsat i grønt
	22/7 16:43 af bibob	Ikke helt med Genmab. ;-)
	22/7 14:51 af Sukkeralf	Yes indeed fantastic and admirable
	22/7 13:23 af E L	But anyway, who cares, product #6 on it's way
	22/7 13:22 af E L	Thx. OK, thx, I was thinking in the same direction Sukkeralf. I am even thinking, IF they would broaden the indication outside of myeloma at some point, and that way reach more patients in total, if they would then loose orphan for myeloma anyway
	22/7 13:05 af Sukkeralf	E L regarding the ODD withdrawned it could be due to the marked size being bigger than expected.
	22/7 13:02 af Stroka	Ingen reaktion på aktiekursen.
	22/7 12:47 af E L	(link)
	22/7 12:47 af E L	The bad news is the new name, Tecvayli, ffs who makes these up :-D
	22/7 12:46 af Helge Larsen/PI-redaktør	Thanks E L . :-)
	22/7 12:45 af E L	Positive opinion granted! There is your good news for the friday :-)
	22/7 12:35 af E L	EMA Orphan designation: Teclistamab for the: Treatment of multiple myeloma, 19/07/2022, Withdrawn (updated) -any idea why JNJ would do that? Any disadvantages for commercialisation i am unaware off?