Genmab — Juni 2017

[Solsen]

Yes and 20% royalty

[E_L]

[Solsen]

Vi ved det ikke præcist. Men se hvilke indikationer der afprøves i så får vi nok et billed på hvor det virker. Blot lungecancer har mega potentiale alene, som du også selv har påpeget, JohnW.

[E_L]

the nivolumab BMS study looks at •Patients with metastatic or advanced solid tumors
•Women with histologically or cytologically confirmed triple negative breast carcinoma
•Participants with histologically or cytologically confirmed pancreatic adenocarcinoma
•Participants with histologically or cytologically confirmed Non Small Cell Lung Cancer (NSCLC
https://clinicaltrials.gov/ct2/show/NCT03098550

[E_L]

snap

[GeorgeBest]

@flottenschmecker. Hvis Genmab havde milepælsbetalingen på USD 25m med i guidance, så var Pomalyst godkendelsen da høj grad forventet! Genmab er normalt ikke aggressiv i sin guidance

[JohnW]

Thanks EL. I can see that the nivolumab BMS study is testing many indications. I was not aware of this study, but I guess that is sort of what I was looking for. Thanks for the link.

[GeorgeBest]

Winkel har altid udtalt sig mere agressivt omkring AXL end tisotumab. Så det virker da også som han har større forhåbninger til AXL. Det var også AXL han i sin tid udtalte, at det gav ham gåsehud, når han så hvor potent det var

[GeorgeBest]

AXL ejes 100% af Genmab

[JohnW]

Ved vi i hvilke indikationer man tester AXL?

[JohnW]

@Solsen, Dara+Tecentriq er selvfølgelig også et studie med stort markedspotentiale hvis det virker. Nu hvor vi får listet dem op, så kan jeg godt se at Genmab har mange muligheder for at kunne tilbyde noget til solide tumorer.

[GeorgeBest]

HuMax-AXL-ADC is an ADC targeted to AXL, a signaling molecule expressed on many solid cancers and implicated in tumor biology. HuMax-AXL-ADC is in Phase I/II clinical development for six different solid tumors. HuMax-AXL-ADC is fully owned by Genmab and the ADC technology used with HuMax-AXL- ADC was licensed from Seattle Genetics.

[GeorgeBest]

Ovarian Cancer
Cervical Cancer
Endometrial Cancer
NSCLC
Thyroid Cancer
Melanoma

[JohnW]

Thanks GB. I start to realise that keeping track of all Genmabs studies is quite a massive challenge.

[flottenschmecker]

GB. Pom godkendelsen gav ikke anledning til ændring af guidance. Om den var indregnet er en helt anden ting. De fleste ceo'er er ikke begejstrede for at ændre guidance mm de er 100pct sikre på ikke at skulle omgøre det

[JohnW]

Interesting that the ADC is licensed from SGEN. So if it comes to market, Genmab will have to pay royalties to SGEN, I guess.

[Solsen]

Iam very keen on the AXL data as I belive we can se some good data here. My gut feeling says that.

[mobbyduck1]

NBI oppe med 2.35%, kan give lidt medvind

[bibob]

Har desværre ikke selv adgang til artiklen. http://medwatch.dk/secure/Medicinal___Biotek/article9663190.ece

[Solsen]

https://finance.yahoo.com/news/bristol-myers-opdivo-positive-phase-145202920.html Gratis link