Genmab

	13/5 15:57 af Solsen	AFMD der bl.a. har en oral præsentation på ASCO sidst i denne måned går sikkert konkurs (link)
	13/5 10:32 af E L	for those interested on drug pricing/Trump - Discussing President Trump’s executive order to lower drug prices: Gottlieb on CNBC’s ‘Squawk on the Street’ (link)
	13/5 09:30 af E L	Barclays analyst Emily Field lowered the price target on Genmab A/S (GEN:DC) (NASDAQ: GMAB) to DKK1,875.00 (from DKK2,100.00) while maintaining a Overweight rating. 13May25
	13/5 09:22 af E L	Bolt Biotherapeutics Reports Q1 2025 - Collaborations with Genmab and Toray continue to progress. Genmab and Bolt have now selected a second product to advance into development, while the companies also continue research and development on additional programs. (link)
	13/5 06:38 af ProInvestorNEWS	Novo Nordisk, Eli Lilly, life science: Derfor steg aktierne på trods af nye tiltag (link)
	12/5 18:19 af Helge Larsen/PI-redaktør	Det kiksede for ham da han under sin første embedsperiode prøvede at implementere foranstaltninger som "most favored nation"-prissætning. Her stod juraen og praktikken i vejen.
	12/5 18:15 af Helge Larsen/PI-redaktør	Donald Trump kan ikke alene bestemme, at medicinpriserne skal sættes ned i USA. Han kan foreslå politikker, udstede bekendtgørelser eller presse for lovgivning, men betydelige prisændringer kræver kongressens godkendelse samt ændret lovgivning/regulativer.
	12/5 16:43 af E L	but a lot of the other stuff he is saying is bullshit. POTUS on Most Favored Nation prescription drug pricing: "We are going to pay the lowest price there is in the world. Whoever is paying the lowest price, that is the price we're going to get — so we're no longer paying ten times more than another country." That can never work. The US will always have to pay more than the lowest income countries that simply can't afford higher prices
	12/5 16:39 af ProInvestorNEWS	En vild aktiedag - ikke mindst for life science og Genmab (link)
	12/5 16:39 af Bulder	Enig gentogen, erzo blev en fiasko. Og Winkel har vidst det længe.
	12/5 16:39 af E L	But previous administrations did not succeed on this. it is complicated in the US.
	12/5 16:38 af E L	now this is something we could all agree on - TRUMP: GOING TO 'CUT OUT MIDDLEMEN' TO REDUCE DRUG COSTS TRUMP: SELLING DIRECTLY TO AMERICANS WILL LOWER DRUG PRICES
	12/5 16:20 af Solsen	NBI oppe med +3% Ikke mange er bange for at Trump lykkes. Højst overraskende udvikling.
	12/5 15:48 af gentogen	Sådan lige umiddelbart synes jeg nu, at det lyder noget problematisk. Det tyder jo ikke på det vilde engagement undervejs (hvad vi intet officielt hørte om, tværtimod skulle vi jo vente og vente på data...)
	12/5 15:11 af E L	hexabody-cd38 trial ended up only enrolling 130 of the expected 252 patients -so at least costs are a bit lower as expected... (link)
	12/5 13:25 af E L	let's first see what he comes with this afternoon and if it is even possible without involving congress . He will have to stay within the law -even if he himself seems to think the law doesn't apply to him...
	12/5 13:18 af lahn1	Medicare er vel det eneste han kan røre ved. Men det er også $4,5 bn hvis medicare er 60-70% af US revenues. Det kan så også blive 10-15% af Gmabs omsætning der forsvinder ved 50% billigere medicin priser.
	12/5 12:47 af Solsen	Vi må slås med volatilitet i en rum tid.
	12/5 12:47 af Solsen	Trump mener, at medicinpriserne skal ned med gns 59% og madvarer, benzin mv også skal ned. Væk med inflation. Mon ikke også her han overvurderer sine evner :-)
	12/5 11:49 af Helge Larsen/PI-redaktør	Derfor er medicinpriserne høje i USA (link)
	12/5 10:37 af concillado	Aktiemarkedet er og bliver en nervøs k*lling og Genmab har altid været en volatil aktie. Det vil altid være ens egen mavefornemmelse, erfaring men fremfor alt ens egen personlige investeringsstrategi man altid skal holde for øje uanset hvordan markedet reagerer her og nu.
	12/5 10:32 af E L	UBS lowers target price for Genmab to DKK 2,600 (2,700), reiterates buy recommendation May12/2025
	12/5 10:27 af Raun	I samme periode har Novo mistet 4-5?.... Vil nogen ikke være søde og forsøge at få mig til at fatte det!?
	12/5 10:22 af Raun	??.... På bare en uge har Genmab aktien smidt over 15%... Og det ovenikøbet med et godt regnskab inkluderet?

	12/5 10:00 af Raun	Her er jeg total i chok!..... Jeg fatter ikke en skid af det der foregår..... Hvorfor er Genmab den aktie der konstant skal rammes hårdest, når idioten DT åbner sin mund?..... Genmab hører vel til den gruppe der bliver mindst ramt af DT tankespind...
	12/5 09:24 af LP90	den her case har udviklet sig til et mareridt for rigtig mange incl. mig selv øv øv øv
	12/5 09:04 af Plimsoller	Vi får en ordentlig en på hatten lige nu. Lad os se hvad der sker i løbet af dagen. Sidste gang han forsøgte noget lignende blev han jo stoppet af domstolene.
	12/5 08:42 af E L	Dose Selection for DuoBody®-CD40x4-1BB (GEN1042/BNT312) Using a mPBPK/RO Model Leveraging Preclinical and Clinical Data (link)
	12/5 08:38 af E L	this was why we went down on Thursday already , didn't we...
	12/5 07:14 af Solsen	Puha det kan blive volatilt med de udmeldinger. Trump mener, at priserne på medicin skal ned med 30-80% i USA.
	12/5 06:52 af LP90	Godmorgen :-)
	12/5 06:28 af ProInvestorNEWS	Er Donald Trump medicinmanden med de lavere priser? (link)
	12/5 06:13 af ProInvestorNEWS	"Nyhedsbureauet AP skriver, at Trumps forslag sandsynligvis kun vil sænke priserne på de lægemidler, der er dækket af den offentlige sundhedsforsikring Medicare. Medicare udgør en hjørnesten i det amerikanske sundhedssystem og sikrer sundhedsdækning for omkring 70 millioner ældre borgere".
	12/5 06:11 af ProInvestorNEWS	Trump vil presse medicinpriserne markant ned i USA (link)
	12/5 05:51 af Helge Larsen/PI-redaktør	Godmorgen :-)
	10/5 21:55 af w	@17.43. If that was not the case. PE would have been far above 10
	10/5 19:22 af E L	They'll have to start with Tivdak in europe this year, still a smaller drug, but similar patient group, so it is the same trajectory they will need to follow for Rina-S
	10/5 19:19 af E L	sure. but if you don't have the aspirations you'll never get there. It also works the other way around right -if you have a drug that gives you the confidence it will be a big seller, it will also give you the confidence to ramp up the sales organisation.
	10/5 17:45 af Sukkeralf	And peaksales for RinaS will take many years to build up
	10/5 17:43 af Sukkeralf	But a very big issue is still that Genmab is not even close to do global sales - and this will not happen before Darzalex royalty expire
	10/5 17:36 af E L	$3bn in peaksale would close the gap from dara -in revenue, wouldn't it, before development and sales cost
	10/5 17:34 af E L	you could be right, they are also actively enrolling lung cancer patients "And, there will be more activity on this. I promise you very soon, that we can also share, in the public domain." said Tahi
	10/5 15:43 af Solsen	RinaS seems to have the power to wipeout Alahere. My guess is +$3bn in peaksale. That could close half the gap from dara.
	10/5 10:29 af E L	IF Rina-S will really prove to be best in class as was being suggested on the call, it could be a complete game changer for Genmab. Definetely not priced in. I could make as much revenue as we currently make on Darzalex since it is 100%. Good ASCO data could potentially get investors to update guidance already
	10/5 10:15 af E L	GEN1046 was also continuously delayed. The GEN1046 Safety Trial just reached Primary Completion in April (while it was expected Feb26). It is hard to predict recruitment etc
	10/5 10:15 af E L	even though i have to admit it did also sound a bit more negative to me, i also think we shouldn't overreact to each word he says ; wasn't he just explaining the process as we know it? It was only 3 month ago on the last call that he reïterated the potential for GEN1042 as Sukkeralf just said. It will really be up to the data and we simply have to wait for it - as much as I dislike that...
	10/5 10:08 af Sukkeralf	Nej han plejer jo at sige at både Genmab og BioNTech er meget optimistiske - denne gang blev det istedet efterfuldt af, at man skal prioriterere pipelinen og kun gå videre med de helt rigtige produkter.
	10/5 09:36 af gentogen	Angående 1042 så har de på CT netop udskudt primary completion med tre måneder fra 06-25 til 09-25, hvilket vel kan være positivt, men som Sukkeralf har nævnt, så lød Jan omvendt ikke just optimistisk...
	10/5 09:29 af gentogen	I øvrigt lyder det ganske lovende at de laver en Post-ASCO event kun om Rina-S (link)
	9/5 14:10 af Pensionisten	Synes som om, at der begynder at blive indregnet bortfald af indtægter i 2029/30. Det er påtrængende, at der kommer flere nye produkter på markedet. Kunne være en af årsagerne .....