Genmab — November 2017

[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%

[JørgenVarnæs]

I øvrigt, så må udlandet udsalg af GEN aktier over den seneste måned have været ret markant, hvis man tager BlackRocks ~2% point forøgelse i betragtning

[JørgenVarnæs]

mon ikke snarere der var tale om 20% på en måned?

[JørgenVarnæs]

eftersom det event han hentyder til, skete for 1 måned siden