Genmab — December 2017

[StockBull]

Jeg koebt lidt idag i 1175 men det er jo ikke til at vide om det var en god ide.

[Budweis]

Janssen er klar - https://twitter.com/JanssenUS/status/938860679750148097

[Mumtaz]

jeg køber lidt i morgen lidt mandag og lidt efter ASH så får jeg en fin gak til 2018

[bikube]

Det var da et flot link, du fandt der Budweis. Det indeholder jo link til en Kaplan graf, der egentlig ligner den velkendte Pollux graf. Det er da aldeles flof med 22,3% MRD negative.

[StockBull]

http://www.oncologynewswatch.com

[Helge_LarsenPI-redaktør]

God morgen.

[JKY_VH]

God morgen. ASH står for døren, NBI + 1,4%, positive takter i østen=> + Genmab, med mindre verden er gået af lave.

[bibob]

God morgen. :-).

[bibob]

Ja JKY. Alt ser fint ud på overfladen. Men desværre går Genmab jo i øjeblikket mod strømmen. Men vi ved jo at vinden altid vender på et tidspunkt, og så er det med at få hejst storsejlet.

[JKY_VH]

fuldstændig enig:-)

[Mogan]

God Morgen Hvad er jeres holdning / forventninger til weekendens ASH og R&D dag natten til tirsdag - og guidance for DARA for 2018 i f.h.t. aktiekursen?

[E_L]

God morgen...
transcript: Johnson & Johnson (JNJ) Management Presents at Citi Global Healthcare Conference https://seekingalpha.com/article/4130512-johnson-and-johnson-jnj-management-presents-citi-global-healthcare-conference?part=single

[Mcjean]

E L can only read the first page, what is your thought of the transcript?

[JørgenVarnæs]

Thx EL - not too uplifting in the M&A department on JJs part...

[E_L]

Let me give you an example of that. DARZALEX, which is our monoclonal antibody in multiple myeloma, we are now doing initial studies to see if it may have application in solid tumors. If it had application in solid tumors, then we will follow that and go into solid tumors too.

[E_L]

Matthew Dodds

And just given you mentioned DARZALEX and solid tumors, your partner Genmab have indicated that we’ll see data next year and initially I think the expectation for the first data would be ACR. It seems to have shifted towards ASCO. Could you just confirm how much data we’re going to see and a sense of gauging our levels of excitement for what CD38 could add in solid tumors?

[E_L]

Joaquin Duato

I would temporarily – I would say, look, we don’t have proof of concept there. We are just in a step of having exploratory studies and potentially next year, we may see some data that would be indicative. We still will have to go through much more diligence. So I consider this now still an interesting possibility, but still a possibility.

[E_L]

further, i dont get the sense he sees pressure of competition

[E_L]

by the way, seekingalpha is free, you just have to create a user account (for which i never use my main email to avoid spam)

[E_L]

Joaquin Duato

Good question. DARZALEX has been a terrific positive story. We have three breakthrough designations. The first indication in pre-paralyzed, the second indication with the two studies in two prior lines are now at ASCO, we’re going to be presenting our first line study, which is a late breaker and that would give us the whole spectrum of lines within multiple myeloma. It’s also been recognized as an agent that is highly combinable with the rest of the treatment modalities that exis