Genmab — Juli 2014
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We remain confident Genmab/Janssen has a significant lead on its competitors The delay to publication of data on MOR202 and the decision to explore more frequent dosing underlines the advantage Genmab and partner Janssen has in terms of lead-to-market. We also note that Sanofi recently expanded a Phase I dose escalation trial of its CD38 antibody, SAR650984.
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Our discussions with the lead investigators of this trial at ASCO suggested a need/desire to explore higher doses before progressing to further trials. As a reminder, Janssen has already initiated three randomised Phase III trials with daratumumab, with data due from mid 2017.
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In addition, we expect data from a potential pivotal single arm trial in refractory patients at the ASH meeting this year, with filing in 2015. We continue to be positive on Genmab’s shares based on our view on the potential of daratumumab for multiple myeloma (MM; DBe peak sales $2.4bn).
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Hvem er det der anbefaler?
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Takker.
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Genmab stiger på efterbevilling
10:42
Købsordrerne går atter Genmabs vej onsdag, og noget tyder på, at interessen skyldes meldinger fra en konkurrent i mandags. Det vurderer chefaktierådgiver i Nordea Torben Høyer over for Ritzau Finans. http://www.proinvestor.com/chathistory/-25/genmab -
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