Genmab — November 2017

[E_L]

SHB cha
nged its price to 1395 on Nov 10 already, i think GB wrote that

[Mcjean]

Intet fundamentalt er ændret i casen andet end nogle rabatter, men der er mange der ikke forstår casen og hvordan udrulning af stoffer fungerer. Darzalex følger kurven perfectly og mit gæt er at det vil den blive ved med indtil det skal i drikkevandet.

[bibob]

Enig Mcjean.

[JKY_VH]

Ser heller ingen langsigtet grund til at hænge med klarinetten.

[MrEbbe]

Er der nogen der ved vedr. udviklingen af tisotumab vedotin mod og dara mod solide tumorer, bliver de også afprøvet i en kombi af de to midler?

[Bulder]

Det gør de ikke. Winkel sagde på q&a: We believe that a combination between daratumumab and ADCs is supported by
preclinical data but it is too premature to comment on that specific combination.

[Bulder]

Det er jo nok fordi de lige vil se hvordan dara ter sig i solide.

[MrEbbe]

Okay tak Bulder!

[E_L]

wouldn't that be interesting Bulder, if they would both work, they have 1 with JNJ and 1 with Seattle Genetics. For the 1st no costs, but for the 2nd more input and split revenues

[E_L]

but to
o far away to be dreaming about already

[bibob]

Yes E L. But keep dreaming. No tax on dreams.

[E_L]

[MrEbbe]

That would be very interesting indeed!

[MrEbbe]

But when is it that we can expect readouts on the trial with dara in solid tumors?

[Helge_LarsenPI-redaktør]

PBH..Derfor er Genmab faldet 15% de seneste tre måneder: https://play.borsen.dk/social/5a08a59f45628ff817212e99

[E_L]

Janssen Korea’s ‘paradigm-changing’ blood cancer drug gets approval http://www.koreabiomed.com/news/articleView.html?idxno=1878

[E_L]

and if you speak chinese; Darzalex entered the Top100 sales worldwide for the first 9months of the year http://www.chinapharm.com.cn/News/Detail.aspx?ID=39600 or via google translate https://translate.google.nl/translate?hl=nl&sl=zh-CN&tl=en&u=http%3A%2F%2Fwww.chinapharm.com.cn%2FNews%2FDetail.aspx%3FID%3D39600

[JKY_VH]

Tak for tippet Helge.

[JørgenVarnæs]

Ham Per Hansen skal man vist ikke tage alt for seriøst - 15% fald over 3 måneder på basis af JJ's Q3 rapportering...

[Mcjean]

er det ikke nærmere 20%