Genmab

	5/2 10:58 af GeorgeBest	Roche don‘t expect Glofitamab to get to front line then? In yes, big advantage for Epcoritamab...
	5/2 10:54 af JørgenVarnæs	I like the “..., though” at the end!
	5/2 10:41 af E L	not much on Mosunetuzumab cd3x20; But we haven't -- I don't think we've maxed out yet on the efficacy of mosun and we haven't hit -- we are continuing to work with the dosing profile of the 2:1 and continuing to get gains on tolerability. So it's hard to call and say, oh, mosun is going to be the front line and 2:1 is going to be refractory because those are -- that's a plausible hypothesis. But I think it would be prejudging. We'll follow the science, and we expect to maintain our lead, though.
	5/2 10:38 af E L	Transcript of ROG.VX earnings conference call for a bit more on ocrevus (link)
	5/2 10:22 af E L	at this rate it doesn't look like Sanofi will soon break even on their sarclisa investments...
	5/2 10:20 af JørgenVarnæs	Thx EL
	5/2 10:18 af JørgenVarnæs	Sarclisa approved March in US and May in EU - seems threat to dara is manageable
	5/2 10:11 af E L	Fourth-quarter Sarclisa® sales were €25 million of which €12 million was generated in the U.S. Sarclisa® is now launched in 12 countries (including the U.S., Japan, UK, Netherlands, Canada, Sweden, Switzerland and France). 2020 total 43mio
	5/2 09:09 af Plimsoller	God morgen :-)
	5/2 07:50 af Helge Larsen/PI-redaktør	Fredagens aviser med Lundbeck, Pandora og Nordea (link)
	5/2 07:48 af Helge Larsen/PI-redaktør	Asien: Optimismen breder sig i hele regionen: (link)
	5/2 07:47 af Helge Larsen/PI-redaktør	God morgen. :-)
	4/2 21:10 af JørgenVarnæs	For dem, der tænker at et bud fra JnJ er på trapperne har jeg denne smukke sang (link)
	4/2 20:59 af Bulder	Det kommer den dag jnj tager muldvarpen frem.
	4/2 18:30 af Klarussen	Genmab med +100% på dagsbasis ville også være OK
	4/2 18:08 af Solsen	Personligt har jeg aldrig før oplevet at eje en aktie med +100% på dagsbasis. Og tak til Tasso1 og PI for, at være skribenten og stedet jeg lærte aktien at kende. Så ja en festdag :-)
	4/2 17:48 af Helge Larsen/PI-redaktør	Fest i Anavex tråden: (link)
	4/2 17:08 af gdn55	ÅaBfoever Min bund er 2000, så jeg er rimelig rolig nu.Jeg havde en drøm for mange år siden, og det var at Genmab kom i 2000, og hvis den kom det solgte jeg alle mine aktier. Men jeg har dem endnu, heldigvis.
	4/2 16:58 af E L	it has Breakthrough Therapy Designation since march last year already, and they also have pre-approval access already which i hope will also help making this a fast approval
	4/2 16:54 af E L	JNJ has been calling it a potential blockbuster for years; I think they'll be able to make that just in NSCLC, but we know that 'Eligible tumor types include non-small cell lung cancer (NSCLC), squamous cell carcinoma of the head and neck (SCCHN), hepatocellular cancer (HCC), colorectal cancer (CRC), renal cell cancer (RCC), medullary thyroid cancer (MTC), gastroesophageal cancer (GEC), mesothelioma, breast cancer (BC) and ovarian cancer (OC) '
	4/2 16:53 af AaBforever	Jeps..bare der er meget længere til toppen end der er til bunden..;-)
	4/2 16:48 af gdn55	Eller toppen
	4/2 16:47 af AaBforever	Spændende hvor bunden er....?
	4/2 16:16 af Bulder	Now, royalty is high single digit up till double digit. But have we seen any sales estimates?

	4/2 16:12 af Bulder	Sounds promising. Thx E L
	4/2 15:55 af E L	WCLC 2020: Updates from the CHRYSALIS trial and what it means for patients with NSCLC (link) (amivantamab)
	4/2 15:19 af Doublo	EL spændende med alle de nye Genmab navne
	4/2 14:55 af E L	ADC Therapeutics Completes Enrollment in Pivotal Phase 2 Clinical Trial of Camidanlumab Tesirine (Cami) in Relapsed or Refractory Hodgkin Lymphoma (link)
	4/2 14:40 af Doublo	:-)
	4/2 14:24 af Solsen	Roche (link) Ritxan svigter nu. Ocrevus 4,3 bn CHF. Og meget mere læsestof.
	4/2 14:22 af E L	Revlimid did $12.1bn in 2020, up +12% from 2019, Pomalyst $3.1bn up 22%
	4/2 13:38 af Helge Larsen/PI-redaktør	Det kalder man base-dannelse. Er sundt for aktiekursen på den lange bane. :-)
	4/2 13:25 af Doublo	March på stedet
	4/2 10:49 af E L	AbbVie (ABBV) Q4 2020 Earnings Call Transcript (link)
	4/2 09:53 af Helge Larsen/PI-redaktør	Aktier/tendens: Nordea står til belønning på ny regnskabstung dag: (link)
	4/2 07:51 af Helge Larsen/PI-redaktør	Torsdagens aviser med Novo Nordisk, Ørsted og Ringkjøbing Landbobank: (link)
	4/2 07:48 af Helge Larsen/PI-redaktør	Asien: Kursfald i takt med drop i amerikanske indeksfutures - NY: (link)
	4/2 07:45 af Helge Larsen/PI-redaktør	God morgen. :-)
	3/2 21:30 af Klarussen	Biogen og Genmab US kursgraferne ligner til forveksling hinanden i dag, Biogen dog nede med 5%, Genmab US kun 1,6% lige nu
	3/2 20:36 af E L	Genmab @Genmab A recent article published in @berlingske a leading newspaper in Denmark featured Jan van de Winkel, our President and CEO. (link)
	3/2 20:21 af AaBforever	ADS US under 40
	3/2 18:22 af Gourvin	Besynderligt dagligt mønster fra Genmab. Starter som lyn og torden. Falder omkring middag, som de fleste danske aktier for så at fortsætte i hullet ved lukkeauktionen!
	3/2 15:41 af E L	AbbVie Humira sales $19,8bn..... Good practice run for Epco ;-)
	3/2 14:49 af Solsen	Der er vel ikke forventelige nyheder lige om hjørnet. Så en rolig periode lidt endnu før vi skal se regnskabet og guidance
	3/2 14:33 af AaBforever	"Der er så stille nu"...måske stilhed før storm:-)
	3/2 13:28 af Klarussen	Det er godt nok ikke mange Genmab`ber der omsættes de her dage...
	3/2 11:50 af E L	"Uptake of KYPROLIS in combination with DARZALEX® (daratumumab) plus dexamethasone (DKd) in the U.S. has been encouraging as reflected in new patient share, and we expect this momentum to continue into 2021 with additional global regulatory approvals of the DKd combination."
	3/2 11:47 af E L	they are also pausing a CD33 bispecific
	3/2 11:46 af E L	Amgen's BCMA Bispecific: AMG 701 Enrollment in the Phase 1 study has been paused while we discuss protocol modifications to optimize safety monitoring and mitigation with the FDA. Currently enrolled patients who are demonstrating benefit may continue to receive investigational product and the Company expects to resume patient enrollment in H1 2021. (Teclistamab rival)
	3/2 07:40 af Helge Larsen/PI-redaktør	Onsdagens aviser med Coloplast, Novozymes og Bavarian (link)