Genmab

	19/2 10:35 af E L	I can not -yet- confirm the rumours that he is also looking to buy Genmab ;-)
	19/2 10:35 af E L	look, Buffett’s Berkshire Hathaway bought another 33mio shares AbbVie in Q4, the only reason I can think of is that he saw the epcoritamab results, right? right? :-D
	19/2 10:24 af Vitus	Der bliver dog også længere til kurs 3000....
	19/2 10:22 af StockBull	Så kom der et lille TA triangle signal igår som indikere risiko for nedtrend mod 2390 (link)
	19/2 09:47 af bibob	Updates in MM in the frontline settings. (link)
	19/2 09:19 af Doublo	God morgen hvad er ønske guidencen for 2021 egentlig?
	19/2 08:57 af transalp	Go morgen.?:)
	19/2 08:46 af bibob	(link)
	19/2 08:35 af bibob	(link)
	19/2 08:32 af bibob	OncLive. Results from the phase 3. ANDROMEDA study.
	19/2 08:30 af bibob	God morgen. :-)
	19/2 08:21 af Plimsoller	God morgen :-)
	19/2 08:02 af Helge Larsen/PI-redaktør	Fredagens aviser med Vestas, Tryg og Arla(link)
	19/2 07:59 af Helge Larsen/PI-redaktør	Asien: Høje renter begynder at tynge investorernes indstilling - NY: (link)
	19/2 07:59 af Helge Larsen/PI-redaktør	God morgen. :-)
	18/2 11:40 af E L	Nature, Blood cancer journal - Epcoritamab induces potent anti-tumor activity against malignant B-cells from patients with DLBCL, FL and MCL, irrespective of prior CD20 monoclonal antibody treatment (link)
	18/2 11:20 af E L	Darzalex for AL amyloidosis on EMA COMP agenda for -Orphan designated products for discussion prior to adoption of CHMP opinion
	18/2 10:59 af StockBull	(link) Genmab holder sig fint omkring den opadgående midterlinie og kurs 3000 ser stadig realistisk ud inden for kommende 8-10 mdr
	18/2 10:33 af E L	"In addition to cancer, we may consider partnership opportunities to address any disease area where antibody-based therapies may be effective, including autoimmune conditions, inflammation, central nervous system conditions and infectious diseases." i wonder if this statement is meant only for partnerships or if Genmab wants to expand their horizon themselves (link)
	18/2 10:31 af E L	Genmab is excited to present at #JSMO2021. Japanese Society of Medical Oncology Management. (link)
	18/2 08:51 af bibob	Looking for new immuno Therapeutics in RRMM (link)
	18/2 08:50 af bibob	God morgen. :-)
	18/2 08:25 af Helge Larsen/PI-redaktør	Torsdagens aviser med Mærsk, Topdanmark og MT Højgaard: (link)
	18/2 08:24 af Helge Larsen/PI-redaktør	Asien: Usikkerhed får investorerne til at hente gevinster hjem - NY (link)

	18/2 08:24 af Helge Larsen/PI-redaktør	God morgen. :-)
	17/2 11:06 af E L	6 actually
	17/2 11:05 af E L	Genmab has 3 approved, and 5 with a 60-85% chance of approval
	17/2 11:04 af E L	specially if you have no real products approved yet...
	17/2 11:03 af E L	Galapagos also fell +-25% last week on bad news, it's the risk of the business
	17/2 11:03 af E L	well Bluebird fell yesterday on the suspension of gene therapy trials, not so sure if that was responsible for other declines
	17/2 10:45 af E L	to rub it in, Novartis and the Gates Foundation are joining forces to discover and develop a gene therapy to cure sickle cell disease (link)
	17/2 10:44 af E L	the $17 they lost yesterday are only a small part of the $200+ they lost over the last 3yrs..
	17/2 10:32 af Doublo	Lidt?
	17/2 09:40 af Helge Larsen/PI-redaktør	Aktier/Tendens: (link)
	17/2 07:43 af Helge Larsen/PI-redaktør	Onsdagens aviser med ATP, PFA og kapitalfonde: (link)
	17/2 07:41 af Helge Larsen/PI-redaktør	Asien: Asiatiske aktier uden ensartet retning: (link)
	17/2 07:40 af Helge Larsen/PI-redaktør	God morgen. :-)
	16/2 22:00 af JørgenVarnæs	Desværre ikke - det har Blue slet ikke mcap til at gøre
	16/2 21:42 af Bulder	Sgen og hznp også pænt nede.
	16/2 21:40 af Bulder	Nede 35%. Er det den der trækker NBI ned?
	16/2 21:28 af bibob	E L. 15.32 Bluebird. (link)
	16/2 17:49 af Doublo	aha ja det hører jo med til billedet, der er sket meget siden august 2020.
	16/2 17:40 af Bulder	Fra Q3: we expect our revenue to be in the range of DKK9.25 billion to DKK9.85 billion. ... Putting this together, we’re planning for substantial operating income in a range of DKK5.35 billion to DKK5.95 billion.
	16/2 17:21 af Doublo	De kan da ikke skrive det er Genmabs forventninger hvis det ikke er?
	16/2 17:18 af Klarussen	Det var en udmelding fra Ritzau fra i morges omkring selskabernes forventninger. Der var ikke mere. Regnskabet kommer først den 23.
	16/2 17:16 af Doublo	Hvorfor er tallene ikke mere præcise, regnskabet er jo afsluttet for 2020 eller hvad? Det står som en udmelding fra Genmab.
	16/2 16:34 af Klarussen	Ritzau: "GENMAB (Q4) Genmab venter i 2020 en omsætning mellem 9250-9850 mio. kr. og et driftsoverskud på 5350-5950 mio. kr."
	16/2 16:32 af E L	bluebird bio opening -27% at $33.50. remember the Car-T bonanza after ASH'18, it hit $236
	16/2 15:59 af E L	We had a big one-off with AbbVie in 2020, so be prepared for a börsen headline with something like ‘guidance much lower as 2020’ lol
	16/2 15:59 af E L	It will be interesting to see if they only guide Dara, or if they split estimates for the other drugs as well? (doubt it). By calculating Dara royalties on 4.19bn and comparing it to the actual royalties received we should be able to estimate roughly how much JNJ is reducing due to Halo dispute. The exact % royalty for Tepezza should be released.