Genmab

	9/11 11:53 af nohope	Kigger kun på Bitcoin og kun fra sidelinien. 5 % er da ingenting i forhold til ulykkerne i foråret.
	9/11 11:48 af Solsen	Det ser ud til at fortsætte i dag. Man kunne godt frygte en nedsmeltning i krypto. Mon aktierne vil gå fri ?
	9/11 11:35 af Sukkeralf	Nok medårsag til at biotek fik tæv over there i går
	9/11 11:12 af Solsen	Mon det er kryptofolket, der sælger Genmab for at kunne finansiere regningerne ?
	9/11 08:37 af ProInvestorNEWS	Short positioner pr. d. 9. november 2022: (link)
	9/11 07:16 af Helge Larsen/PI-redaktør	Genmab: November 9, 2022 : Publication of the Interim Report for the First Nine Months 2022 (after 5:00 PM CET) (link)
	9/11 00:28 af HSK	Nogen der har set, om regnskabet fra HALO var tilfredsstillende?
	8/11 20:43 af E L	so should we assume the same for the newer 2? GEN1053 & 56?
	8/11 20:40 af E L	thanks Peter; i didn't know these 2 also had an mRNA component. I remember for the Curevac announcement it was explicitly stated that it was a partnership to produce mRNA-based antibody products by combining CureVac’s mRNA technology, i don't think i have read that before for BNTX
	8/11 20:34 af E L	@18:21 i think this is probably also why epco came a bit later as we expected? but Genmab+ABBV have enough cash +experience to push this through; a smaller company, like ADCT, will have a lot of trouble to get this done alone. and may be forced earlier to partner with a bigger company
	8/11 19:34 af peter12	EL its a bug (link)
	8/11 19:21 af Sukkeralf	(link)
	8/11 19:21 af Sukkeralf	Lidt mere om ADC Therapeutics
	8/11 17:47 af E L	'Protein and cellular immunotherapies. An area of renewed interest is the use of mRNA administration with the intent of generating therapeutic levels of immune or immunomodulatory proteins (Table 3), such as antibodies or cytokines'
	8/11 17:46 af E L	I had not really realised that GEN1046 and GEN1042 are using mRNA technology , as shown here in table 3 - The clinical progress of mRNA vaccines and immunotherapies (link)
	8/11 16:39 af E L	the ADR hitting $40 again, for the first time this year. That is also a ~61.8% retracement of the fall. (Compared to ~90% for the dkk listing.)
	8/11 15:28 af E L	on a 1 day basis up to $5 looks good indeed -on a longer basis not that much coming from an ATH >$50 a bit over 2 years ago... the joys of biotech... i am staying away from this...
	8/11 15:16 af Sukkeralf	premarket for ADC Therapeutics up 15% so something else must look good
	8/11 15:15 af Sukkeralf	Yes but the safety issues make it hard to go up in line and if you dont succeed with that market opportunity is rather low
	8/11 14:53 af E L	Lottery is delayed ;-)
	8/11 14:52 af E L	no, that doesn't sound good... at a minimum a big delay.. I thought of it as a lotery ticket since genmab opted out, but to be honest, data wasn't that bad lately even though safety remains a problem
	8/11 14:45 af Sukkeralf	Oncologists appear eager to add Johnson & Johnson’s Tecvayli (teclistamab-cqyv) to their arsenal in the fight against heavily pre-treated multiple myeloma, according to a FirstWord poll. 82% of respondents classified the unmet need for Tecvayli in its indicated patient population as moderately or very high 56% of responding oncologists said they find response data for Tecvayli very impressive 74% of respondents indicated that they anticipate prescribing Tecvayli instead of CAR T-cell therapi
	8/11 14:43 af Sukkeralf	(link)
	8/11 14:40 af Sukkeralf	Not good - or how do you read that? Dont think cami would ever become a big drug anyway...

	8/11 14:14 af E L	as it is estimated that it would take at least two years to fully enroll a randomized confirmatory Phase 3 study.
	8/11 14:14 af E L	The Company held a pre-Biologics License Application (BLA) meeting in September 2022 and a Type C meeting with the U.S. Food and Drug Administration (FDA) in late October. During the Type C meeting, the FDA provided strong guidance that, for it to consider an accelerated approval path, a randomized confirmatory Phase 3 study must be well underway and ideally fully enrolled at the time of any BLA filing for Cami. As a result, the Company will not submit the BLA for Cami next year, as it is esti
	8/11 14:14 af E L	Cami (camidanlumab tesirine) The Cami pivotal Phase 2 data in relapsed or refractory Hodgkin lymphoma (HL) were presented in an encore presentation at SOHO 2022, demonstrating an overall response rate of 70% and a complete response rate of 33% with previously reported safety profile. -BUT
	8/11 14:13 af E L	ADC Therapeutics Reports Third Quarter 2022 Financial Results and Provides Business Updates (link)
	8/11 11:45 af concillado	Den kommer vidst fint over 3000 igen i dag, tænker jeg, dog rent gætværk herfra ;-)
	8/11 10:18 af E L	Ausblick: Genmab A-S präsentiert Bilanzzahlen zum jüngsten Jahresviertel (link)
	8/11 09:57 af E L	3 other abstracts Genmab employees worked on (link) (link) (link)
	8/11 09:53 af E L	SITC '22 1351 Preclinical mechanism of action and pharmacodynamic biomarker studies of DuoBody®-CD3xB7H4 in solid cancer models (link)
	8/11 09:48 af E L	SITC '22 1208 DuoBody®-PD-L1x4–1BB (GEN1046) reverses T-cell exhaustion in vitro (link)
	8/11 09:37 af E L	SITC 1070 HexaBody-CD27 enhances T-cell activation, proliferation, cytokine secretion and cytotoxic activity independently of Fc gamma receptor-mediated crosslinking (link)
	8/11 09:34 af Helge Larsen/PI-redaktør	Aktier/tendens: Hektisk start med fokus på Pandora og FLSmidth (link)
	8/11 09:00 af StockBull	Det er vel ikke Feds plan at skade økonomien. Hvis økonomien svækkes, har Fed nu mere plads til at sænke renten, hvilket er positivt for aktierne og det kan medføre en sektor rotation væk fra defensive aktier som Genmab.
	8/11 08:57 af StockBull	Tror, at idags bekymringer om inflation allerede er indbagt i idags kurser. For at være på forkant med kampen er vi nødt til, at forudse, hvad morgendagens bekymringer vil være. Når investorer tænker på virkningerne af Feds aggressive renteforhøjelser, vil de sandsynligvis rette deres opmærksomhed mod styrken af økonomien (dvs. Indtjening eller ESP). Den massive rentestigning øger vel chancerne for, at Fed begår en fejl.
	8/11 08:42 af StockBull	Tror mere på et nyt forsøg på brud af kurs 3000 i første omgang og retracement lidt senere i.f.m en sektorrotation / gevinsthjemtagning.
	8/11 08:28 af Mogan	@StockBull. Tak for altid gode vurderinger. Mener du, at vi måske skal mod 2650 området nu - eller tænker du senere?
	8/11 07:52 af JKY_VH	Tak for interessant input SB og god morgen;-)
	8/11 07:50 af StockBull	Så kurs 6000 i næste bull marked 2024-2025 vil nok være mit salgstarget. Der vil samtidig være de normale årlige retracements på op til 30% kommende 2-3 år på rejsen op mod de 6000kr
	8/11 07:44 af StockBull	F.eks bitcoin er der vel potentiale på x5 inden for kommende 2 år. Så nok en god ide ikke ligge alle æg i en kurs
	8/11 07:43 af StockBull	Der er selvfølgelig mange andre aktier som er banket i bund med samme potentiale
	8/11 07:41 af StockBull	Den stigende rente er også med at at presse Genmabs PE værdi. Men for den langsigtede investor er der kanon potentiale. Renten i US kommer ned igen ellers går USA bankeråt og d.v.t når renten er tilbage under 1% hvor vi kom fra skal Genmab over kurs 5000 forudsat de vinder voldgiften og Epco kommer i hus
	8/11 07:37 af StockBull	Dermed ikke sagt at vi slipper for en retracement ned til 2650 området.
	8/11 07:34 af StockBull	Så i min lille verden vil der ligge 500-1000kr optur hvis Genmab vinder alle punkter i den ny sag. D.v.s op til PE38-kurs 3500 til PE43-kurs 4000
	8/11 07:31 af StockBull	Morn, Ja enig Doublo. Der er jo skrællet 15-20% i.f.m første voldgiftsag så de skal selvfølgelig ikke skrælles af igen. Vi ligger nu også omkring PE32 ved profit på 6mia og det er jo et tydeligt bevis på der er skrællet ca. 1000 kr af kursen for normalt handles genmab i PE 40-60 interval og f.eks kurs 4000 svare til PE43 ved 6 mia profit
	8/11 07:24 af ProInvestorNEWS	Godmorgen med kalenderen med dagens regnskaber. :-) (link)
	8/11 07:21 af Stroka	God morgen :-)
	8/11 07:12 af Helge Larsen/PI-redaktør	Godmorgen. :-)