Genmab

	12/1 20:57 af E L	we suspect BionTech ; they gave it away by using the word Hexabody in a presentatoin...
	12/1 20:34 af peter12	Har de andre Hexabody aftaler ?
	12/1 20:34 af peter12	Han siger "Hexabody programs on other partners also moving to the clinic very soon "
	12/1 20:18 af Sukkeralf	Jan sagde at det blev et HexaBody år - og i den forbindelse også andre ville præsenteres HexaBody data. Var det en talefejl eller hvem kan det være der tænkes på?
	12/1 20:16 af Sukkeralf	Ja lækkert med Tivdak data i februar - fase 2 data i head and neck cancer. Endda oral plenar præsentation, så data er næppe helt hen i vejret
	12/1 20:15 af Sukkeralf	Ja fin webcast og underligt at den ikke rykker lidt - også set i lyset af JNJs kommentar om at analytikerne undervurderer Darzalex……og City ser et bluesky peaksale på 15 milliarder dollars. Please lad os se en tålelig løsning på voldgiftsagen
	12/1 18:23 af kkjoel	J.P. Morgan Webcast er nu på plads: (link)
	12/1 18:13 af kkjoel	It's all the rage, ADC, these days, eh?
	12/1 18:11 af kkjoel	Doesn't seem like the market bought (/understood) the enthusiasm.... (DK +0,2%, US -0,9%)...
	12/1 17:53 af E L	btw when talking about Synaffix and ADC ; he mentioned that they are also working with AbbVie ADC...
	12/1 17:53 af kkjoel	Yes, he put it exactly in the way. Must be hard on expres+lines.. ;-)
	12/1 17:46 af E L	importantly , he repeated safety so far looks fine
	12/1 17:46 af E L	yes & yes. i think he even said something like 'i am biting my tongue not to say more on hexacd38, but i hope you can hear my enthusiasm in my voice'
	12/1 17:42 af kkjoel	The head-to-head comparison w Darza would bee starting up this year, yes?
	12/1 17:41 af kkjoel	He DID sound unusually positive on Hexa-CD38.. and also spoke more about it than what he normally does.. didn't he? (must've been the expresso shots!)
	12/1 17:37 af kkjoel	Yes, the involved scientists and other non-executive staff wouldn't be too happy about it.
	12/1 17:32 af kkjoel	He also made clear that all papers in relation to the arbitration have been handed over to the "court" (he mentionen "3 persons", I believe) - and now JNJ and GEN could only wait...
	12/1 17:32 af E L	nah, I think he means it; he also mentioned something like JNJ research staff werent happy with arbitraton... i can imagine they still work together really well with those researchers, what do they care about arbitration...and apparantly they also had a lot of enthusiasm for Hexa CD38
	12/1 17:29 af kkjoel	The opposite would be an own goal.
	12/1 17:28 af kkjoel	He also said that they were still cooperating just fine.. in spite of the arbitration. But I suppose he HAS to say that....
	12/1 17:27 af kkjoel	Ha, wonderful - I missed that :-)
	12/1 17:27 af E L	i liked how he said genmab was the most successful partnership in JNJ's 137(?) years of history ;-)
	12/1 17:26 af kkjoel	did he.. ok.
	12/1 17:25 af E L	he mentioned covid delays before

	12/1 17:25 af kkjoel	He also - near the end - spoke a bit about Genmab staying in the technological forefront.. i.e. the recent deal w Synaffix.
	12/1 17:21 af kkjoel	..a broad and extensive program..
	12/1 17:21 af kkjoel	And admitted honestly - for the first time I think - that the covid pandemic had influenced significantly on the recruitment for trials (as if everyone didn't already know.. so a bit of a free round, I suppose) .. but also "promised" that THIS YEAR we'll be seeing multiple epco PhIII trials in PhaseIII (something - "a broad and exensice program" - he spoke about already when the deal was made)
	12/1 17:13 af kkjoel	And he mentioned a conference on Feb 25 where they would present new data form a tiso trial (think it was TV 207)...
	12/1 17:07 af kkjoel	So a new hexabody drug w BioNTech coming soon into clinic...
	12/1 17:06 af kkjoel	yeah.. or maybe a line.. but even that's ok.. as long as he comes up with interesting information and exiting outlooks ;-)
	12/1 16:44 af E L	Jan had had a few double espresso's i think ;-)
	12/1 16:01 af ProInvestorNEWS	January 12, 2022 9:00 AM EST - January 12, 2022 9:40 AM EST : 40th Annual J.P. Morgan Healthcare Conference (link)
	12/1 14:47 af Darvin	and still BUY ! Rente og investeringer årsag. Og voldgiften mere eller mindre indregnet
	12/1 14:44 af Solsen	Muligt at JNJ årligt skal op med $4 bn i royalty til Genmab om nogle år ;-)
	12/1 14:41 af Solsen	Wau det var et stort tal. Hvordan får de mon presset kursmålet ned siden deres sidste analyse ?
	12/1 14:36 af E L	at the same time- Citi: Genmabs storsællert kan nå over 100 mia. kr. på toppen – sænker kursmål (link)
	12/1 14:15 af ProInvestorNEWS	Genmab/Citi: Kursmålet skæres næsten 14 pct. (link)
	12/1 13:05 af Helge Larsen/PI-redaktør	Aktier/middag: Jyske Bank fortsætter fremmarch - B&O-aktieN bløder (link)
	12/1 11:15 af Sukkeralf	Abbvie har også et BCMA/CD3 (ABBV-157) - forventes at starte fase III i år. Har vi set data fra det?
	12/1 11:10 af Plimsoller	They could even have written more than doubles without exaggerating :-)
	12/1 11:08 af E L	and the Japanese Epco trial set to 'Active, not recruiting' , i hope that means fully recruited , that would be fast (link)
	12/1 11:01 af E L	the Japanese GEN1046 trial DUBBELS enrollment!! (sounds much better then 'going from 7 to 15 patients' ;-) ) (link)
	12/1 10:48 af Solsen	Måske approval i 2023 ville være fint. Uha tallene bliver store i 2025 og kursen på Genmab ditto.
	12/1 10:12 af E L	Epcoritamab Phase 3 ongoing in relapsed /refractory DLBCL and additional Phase 3 studies to begin in 2022; Phase 2 expansion cohorts ongoing in DLBCL and FL, with potential to support regulatory submission in 2H 2022
	12/1 10:10 af E L	abbvie presentation at JPM (link)
	12/1 09:04 af Bulder	Kl 3 i eftermiddag er Genmab på hos JPMorgan.
	11/1 20:48 af E L	GEN1046 still ahead of 1042, pipeline chart opdated to show it is in Ph2 (as expected)
	11/1 20:47 af E L	biontech presentation at JPM (link)
	11/1 14:56 af BioShare	Det er også en slags penge :-)
	11/1 14:32 af Solsen	JNJ kan snart komme i den situation, at de årligt skal sende $3bn til Genmab ;-)