Genmab

	27/7 20:50 af E L	small sign of life of GEN1047 (DuoBody®-CD3xB7H4) (link) . I COULD say 'they are ditching some indications' but I am gonna say 'they are focussing their efforts on the indications where they think it will work best' ;-)
	27/7 20:35 af E L	Tecvayli: New Drug for Multiple Myeloma Teclistamab by Johnson & Johnson is a new hope for refractory or relapsing multiple myeloma. (link)
	27/7 20:29 af JKY_VH	helt som forventet
	27/7 20:03 af Solsen	0,75% fra fed i dag.
	27/7 17:36 af ProInvestorNEWS	Onsdagens aktier: Novo i bund efter tirsdagens rekord i rødt marked (link)
	27/7 14:36 af ProInvestorNEWS	USA/tendens: Efter fald tirsdag er der stigninger i vente onsdag (link)
	27/7 14:34 af Helge Larsen/PI-redaktør	Det lyder plausibelt.
	27/7 14:24 af Sukkeralf	Mon Janssen spekulerer i at hæve prisen på Darzalex FasPro i takt med at billigere kopier af Revlimid vinder frem. Vi så jo i hvert fald Celgene hæve prisen markant de seneste år.
	27/7 14:12 af Helge Larsen/PI-redaktør	Bristol-Myers Squibb Salget af kræftbehandlingen Revlimid, som selskabet fik med i forbindelse med det 74 mia. dollar store opkøb af Celgene i 2019, faldt med 22 pct. til 2,50 mia. dollar, men slog alligevel analytikernes forventninger på 2,13 mia. dollar. (link)
	27/7 09:13 af Solsen	Lidt mere om Rybrevant (link)
	27/7 08:33 af ProInvestorNEWS	Aktier/tendens: Løftede kursmål til DSV forud for ventet grøn åbning (link)
	27/7 06:45 af Stroka	God morgen. :-)
	27/7 05:42 af ProInvestorNEWS	Godmorgen. :-)
	27/7 05:23 af Helge Larsen/PI-redaktør	Godmorgen. :-)
	26/7 22:29 af Sukkeralf	Good old alemtuzumab targeted CD52 and made the same move as ofatumumab - from CLL to MS. But would be nice to see HexElect in action sooner than later
	26/7 22:20 af ProInvestorNEWS	USA/lukning: Tunge aktiefald inden Fed-nyt og tech-regnskaber (link)
	26/7 21:10 af E L	that Hexelect article Peter posted earlier was reviewed by 2 Seagen employees (link) (behind a paywall)
	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