Genmab

	26/4 15:37 af E L	In March 2024, Amgen submitted a marketing authorization application to the Medicines and Healthcare products Regulatory Agency (MHRA) in Great Britain, a New Drug Submission (NDS) to Health Canada and an application to the Therapeutic Goods Administration (TGA) in Australia for teprotumumab. Teprotumumab is also under review by the Ministry of Health, Labour and Welfare (MHLW) in Japan.
	26/4 15:37 af E L	AMGEN TO SUBMIT TEPROTUMUMAB MARKETING AUTHORIZATION APPLICATION TO THE EUROPEAN MEDICINES AGENCY (link)
	26/4 15:03 af E L	tisotumab vedotin submission in japan (link)
	26/4 14:35 af E L	On 25 April 2024, the Committee for Medicinal Products for Human Use (CHMP) adopted a positive opinion recommending a change to the terms of the marketing authorisation for the medicinal product Rybrevant. PAPILLON -amivantamab in combination with carboplatin and pemetrexed for the first-line treatment (link)
	26/4 13:56 af E L	it's a bit difficult to get the exact total sales # out of this, i assume x2 for now. (Last year full 2023 Abbvie reported full year $31mn versus Genmab $64)
	26/4 13:52 af E L	(link)
	26/4 13:51 af E L	AbbVie Epkinly US $12, Intern. $15, Total $27. Epkinly U.S. revenues reflect profit sharing. International revenues reflect product revenues as well as profit sharing from certain international territories
	26/4 12:48 af E L	Roche Q1 '24 Lunsumio CHF16mn Columvi CHF 25mn
	26/4 10:31 af JKY_VH	Pas, men et eller andet har han jo tydeligvis set.
	26/4 08:56 af w	tester han stoffet på sin klinik?
	26/4 08:56 af w	Jeg faldt over Roei Mazor's kommentar på linkedin i forbindelse med FDA's mrd beslutning og hvad det kunne medføre for hexCD38: "Fascinating to see this asset in action".
	26/4 08:24 af w	jo længere ned den kommer, jo flere aktier kan ledelsen ta' ud af markedet
	26/4 07:39 af LP90	Godmorgen :-) det gode ved aktien er faldet så meget er at den jo så også kan stige meget :-)
	25/4 17:03 af LP90	Aktien har det godt nok svær
	25/4 16:56 af E L	i was thinking the same to be honest...
	25/4 16:43 af Sukkeralf	Regarding GEN1046 at ASCO - not impressed if its only a poster.
	25/4 15:24 af ProInvestorNEWS	Kort video..Der er kommet Q1-regnskab fra flere amerikanske selskaber. Bl.a. Tesla, IBM og Meta. Fedmeaktierne Novo Nordisk, Eli Lilly og Zealand Pharma falder efter kritik i USA af prissætningen på fedmeprodukter. Genmab falder også, efter to banker sænker kursmålet. (link)
	25/4 15:23 af E L	new trial - A Study of Amivantamab Alone or in Addition to Other Treatment Agents in Participants With Recurrent/Metastatic Head and Neck Cancer (OrigAMI-4) (link)
	25/4 14:21 af E L	this may be useful for future Congress Presentations - hint you are a US healthcare professional ;-) (link)
	25/4 13:30 af Solsen	Spectacular !
	25/4 13:04 af E L	Keytruda sales $ 6,947 . for 1 quarter...
	25/4 11:38 af E L	Sanofi Sarclisa Q1 '24 €106mn (link)
	25/4 11:23 af E L	Goldman Sachs sänker riktkursen för Genmab till 2 218 danska kronor (2 284), upprepar neutral - BN (Finwire) 2024-04-25 06:30 (link)
	25/4 11:23 af E L	Teknisk: Det endelige positive brud lader vente på sig for Genmab (link) - i draw my lines a bit different, but it is an opinion..

	25/4 11:20 af E L	Jan is in China (link)
	25/4 10:35 af Klarussen	Det er diskutabelt :-)
	25/4 07:17 af ProInvestorNEWS	HSBC har haft en købsanbefaling af aktien i Genmab siden juli sidste år, da kursen på aktien lå i 2625 kr. Der er registreret 27 finanshuses anbefalinger af aktien i Genmab ifølge Bloomberg News. Heraf er 16 positive, syv er neutrale, og fire er negative. Det gennemsnitlige kursmål er samtidig på 2368 kr., hvilket peger i retning af et kurspotentiale på 20 pct. .\\˙ MarketWire
	25/4 07:17 af ProInvestorNEWS	I dag kl. 06:34 ∙ MarketWire Kursmålet for aktien i Genmab er onsdag blevet skåret med 7 pct. til 2970 kr. fra førhen 3190 kr. af investeringsbanken HSBC. Det fremgår af data fra Bloomberg News. Anbefalingen af aktien fastholdes på "køb" af analytiker Yifeng Liu. Det nye kursmål indikerer da også fortsat et potentiale på hele 50 pct. i forhold til lukkekursen onsdag, da aktien faldt 1,8 pct. til 1972 kr.
	24/4 17:58 af GeorgeBest	Abstract # 2533 must the most exiting of these
	24/4 16:53 af E L	ASCO Abstract titles -9 Results for "epcoritamab" (link)
	24/4 16:51 af E L	ASCO Abstract title #5531 Tisotumab vedotin in 2L/3L recurrent or metastatic cervical cancer: Subsequent therapy data from ENGOT-cx12/GOG-3057/innovaTV 301. (link)
	24/4 16:50 af E L	ASCO Abstract title #6012 Tisotumab vedotin in head and neck squamous cell carcinoma: Updated analysis from innovaTV 207 Part C. (link)
	24/4 16:45 af E L	ASCO Abstract title # 2533 Acasunlimab (DuoBody-PD-L1x4-1BB) alone or in combination with pembrolizumab (pembro) in patients (pts) with previously treated metastatic non-small cell lung cancer (mNSCLC): Initial results of a randomized, open-label, phase 2 trial. (link)
	24/4 11:54 af Solsen	We could very well se Kesimpta take market share from Ocrevus I belive.
	24/4 11:52 af Solsen	In number of pts treated it could perhaps be 0% for Ocrevus. I’ll try to find that later.
	24/4 11:26 af E L	without looking into it i wonder if it could have anything to do with them reporting on the basis of constant exchange rate sales growth
	24/4 11:24 af E L	ok, i see. this is from today (link) and this from february (link)
	24/4 10:53 af Sukkeralf	+8% seems wrong according to the numbers you mention
	24/4 10:10 af w	tjek, tak
	24/4 10:08 af Bulder	641 mio $
	24/4 09:57 af w	kesimpta Q4 '23?
	24/4 09:55 af E L	Ocrevus Q1 '23 was 1.636 and Q4 '23 was 1.614
	24/4 09:48 af E L	Roche Ocrevus sales Q1 '24 CHF 1.658bn = +8% over Q1 '23
	24/4 07:59 af LP90	Godmorgen :-)
	24/4 07:43 af Stroka	God morgen :-)
	24/4 07:40 af bibob	God morgen. :-)
	24/4 06:07 af Helge Larsen/PI-redaktør	Godmorgen :-)
	24/4 05:52 af transalp	Go morgen.. :)
	24/4 00:13 af gentogen	Fra Novartis (tidligere link)
	24/4 00:12 af gentogen	9 of 10 Kesimpta® patients free of disease activity (NEDA-3) at year 6 in both continuous and switch groups