Genmab

	23/6 18:22 af gdn55	Enig
	23/6 16:50 af svak	Ja - godt dagen snart slutter - den var lige lovlig hård ved Genmab ....
	23/6 15:28 af Rondo	Ja... vi har da været ned og vende 2640 ....
	23/6 15:07 af StockBull	RSI er nu 64 på daily (ned fra 83) og kurs 2645 (ned fra 2750). Markedet reagere på recepttal og TA siger også ned, så mon ikke det er nu vi rent mentalt skal justere ind til,at vider nedgang ligger i kortene, på den korte bane. Mener stadig vi skal over 3000 inden udgang af 2021. Bare ikke lige i Juni 2021.
	23/6 15:01 af E L	yea, just make it a nice round number ;-)
	23/6 14:59 af Bulder	All together DKK 1 bn royalty ;-)
	23/6 14:57 af E L	would also be nice to hear the Revlimid estimates for May, as a comparison for Dara. But we probably have to wait for the quarterly data...
	23/6 14:55 af E L	yes, roughly, it is a bit more difficult to see where Kesimpta will come in , but should also see a few Amivantamab sales and who knows, even some Tiso...
	23/6 14:50 af Bulder	$1.3 bn would mean DKK ½ bn royalty
	23/6 14:49 af E L	if that is true, it could easily run higher
	23/6 14:49 af E L	what surprised me was that article the other day where hte Jefferies analyst thought some patients could cost $500k for a course
	23/6 14:47 af E L	company mentioned greater than $1.275 billion for 2021 not too long ago; it seems they are re-starting very well, so i am expecting them to make that
	23/6 14:45 af Bulder	What is your guess on Tepezza sales FY 2021?
	23/6 14:28 af E L	would be nice to get Symphony Health data for Tepezza, after the record april month
	23/6 14:27 af E L	Horizon lays out $65M for in-house manufacturing plant as eye med Tepezza resets course to blockbusterland (link)
	23/6 10:39 af Mcjean	Kan være grundet ny udregningsmetode da alle mdr. med 31 dage er faldet og de andre steget, især den måned med mindst dage, men for tidligt at spå om.
	23/6 10:30 af Bulder	Still looking good. Can't wait for some expansion-data.
	23/6 10:22 af E L	Subcutaneous epcoritamab in R/R B-cell NHL by Martin Hutchings (link)
	23/6 10:16 af Darvin	Vi er jo ikke lemminger - vel :D)
	23/6 10:14 af Darvin	Og om det så er Corona eller hvad. Året har i det hele taget budt på store udsving - så maj skiller sig såmænd ikke ud. Jan -5,46% Feb +17% mar -8,35% apr + 5,97% og endelig maj - 5,72% - Det er der rene facts - så mon ikke vi skal spise brød til
	23/6 10:11 af Darvin	Enig - flot for året
	23/6 10:09 af GeorgeBest	April tallene var ekstraordinært stærke. Se på den lange trend og E L kalkulation 09:59. Det er den vi skal holde os til. I løbet af året vil salget til Amyloidosis også accelerere, så det skal nok blive godt!
	23/6 10:06 af Darvin	Lavere tal, men dog en lille rettelse til Helge 09.26 Ned 5,72% på dagsbasis - fra 13,55 til 12,77 ;-)
	23/6 10:03 af nohope	Det er overraskende dårlige tal. Kan der være nogen fejl i dem ?

	23/6 09:59 af E L	(and i know i shouldn't make this calculation, but last years $4.19bn + 45% =~ >$6bn )
	23/6 09:55 af E L	i had hoped for more. on the other hand, receptals so far YTD are ~45% above last year, it is hard to complain about that...
	23/6 09:55 af StockBull	Ned og hente styrke til et langt sajt træk op over 3000
	23/6 09:53 af StockBull	Tror bare man skal have is i maven et par uger og supplere hvis den skal ned og teste støtten i 2480 området
	23/6 09:26 af Sukkeralf	could be - primary completion was in april this year
	23/6 09:26 af Helge Larsen/PI-redaktør	Darzalex salg (Symphony Health) i maj var $255.4M. Stor nedgang i forhold til april tallene. Men april havde 22 arbejdsdage, maj kun 20. Men stadig ned med knap 10% målt på dagsbasis!
	23/6 09:00 af E L	hopefully we'll get some data on the combination trial in one of the conferences in the fall? or would that be too early? they stopped recruiting last september
	23/6 08:42 af Sukkeralf	Spændende at se data og hvad betydning det får for tisotumab vedotins kliniske udvikling
	23/6 08:41 af Sukkeralf	(link)
	23/6 06:54 af Helge Larsen/PI-redaktør	Onsdagens aviser med Danske Bank, Rockwool og Toms (link)
	23/6 06:52 af Helge Larsen/PI-redaktør	(link)
	23/6 06:52 af Helge Larsen/PI-redaktør	Asien: Positive aktiemarkeder afspejler Wall Street-udvikling
	23/6 06:47 af Helge Larsen/PI-redaktør	Feds Powell: Ingen renteforhøjelser på inflationsforventninger (link)
	23/6 06:44 af Helge Larsen/PI-redaktør	God morgen. :-)
	22/6 22:33 af Raun	Oki... Tak for info ;-)
	22/6 22:27 af Raun	Ehm Genmab er i 45USD i after markedet
	22/6 18:22 af Bulder	Ok, just saw that they already mentioned the BLA in the agreement from last year.
	22/6 17:46 af E L	we have Genmab's decision in the back of our head offcourse, thinking that if it was really good, they would have invested into it...
	22/6 17:44 af E L	well, ADCT have been rather positive all along, so i am not that surprised, but if it will work out with the toxicities remains to be seen i guess
	22/6 17:10 af Bulder	Surprising?: The pivotal Phase 2 study is intended to support the submission of a Biologics License Application.
	22/6 16:27 af kkjoel	Samt "APOLLO-godkendelse" i samme meddelelse: "The EC also approved DARZALEX SC in combination with pomalidomide and dexamethasone (Pd) for the treatment of adult patients with multiple myeloma who have received one prior therapy containing a proteasome inhibitor (PI) and lenalidomide and were lenalidomide refractory, or who have received at least two prior therapies that included lenalidomide and a PI and have demonstrated disease progression on or after the last therapy."
	22/6 16:22 af kkjoel	Yeayy!
	22/6 16:16 af E L	Genmab Announces that Janssen has Received European Marketing Authorizations for DARZALEX® (daratumumab) Subcutaneous Formulation, Including for the Treatment of Patients with Newly Diagnosed Light-chain (AL) Amyloidosis (link)
	22/6 16:01 af E L	ADC Therapeutics Announces Encouraging Interim Results from Pivotal Phase 2 Clinical Trial of Camidanlumab Tesirine (Cami) Presented at the 16th Annual International Conference on Malignant Lymphoma (link)
	22/6 14:25 af Rondo	@Stockbull... Tsk ... ja jeg tror også den kommer til at gå lidt sidlæns....så det kan godt være det tage lidt længere tid... nu ser vi ....:-)
	22/6 13:01 af StockBull	Rondo 09.56. Det ikke til at vide hvad kursen er ved rsi 50. Kommer b.la an på hvor hurtiigt det går. Eksempelvis faldt genmab 9 juli fra kurs 2335 - rsi 73 til 31 juli 2020 kurs 2152 rsi 41 - så omkring 200 point over 2-3 uger er meget normalt. Men måske det går mere sidelæns lidt endnu