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Genmab — December 2017

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • B Offline
    B Offline
    bikube
    wrote on sidst redigeret af
    #654

    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.

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    • StockBullS Offline
      StockBullS Offline
      StockBull
      wrote on sidst redigeret af
      #655

      http://www.oncologynewswatch.com

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      • Helge_LarsenPI-redaktørH Offline
        Helge_LarsenPI-redaktørH Offline
        Helge_LarsenPI-redaktør
        wrote on sidst redigeret af
        #656

        God morgen. 🙂

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        • J Offline
          J Offline
          JKY_VH
          wrote on sidst redigeret af
          #657

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

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          • B Offline
            B Offline
            bibob
            wrote on sidst redigeret af
            #658

            God morgen. :-).

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            • B Offline
              B Offline
              bibob
              wrote on sidst redigeret af
              #659

              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. 😉

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              • J Offline
                J Offline
                JKY_VH
                wrote on sidst redigeret af
                #660

                fuldstændig enig:-)

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                • M Offline
                  M Offline
                  Mogan
                  wrote on sidst redigeret af
                  #661

                  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?

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                  • E Offline
                    E Offline
                    E_L
                    wrote on sidst redigeret af
                    #662

                    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

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                    • M Offline
                      M Offline
                      Mcjean
                      wrote on sidst redigeret af
                      #663

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

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                      • JørgenVarnæsJ Offline
                        JørgenVarnæsJ Offline
                        JørgenVarnæs
                        wrote on sidst redigeret af
                        #664

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

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                        • E Offline
                          E Offline
                          E_L
                          wrote on sidst redigeret af
                          #665

                          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.

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                          • E Offline
                            E Offline
                            E_L
                            wrote on sidst redigeret af
                            #666

                            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?

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                            • E Offline
                              E Offline
                              E_L
                              wrote on sidst redigeret af
                              #667

                              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.

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                              • E Offline
                                E Offline
                                E_L
                                wrote on sidst redigeret af
                                #668

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

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                                • E Offline
                                  E Offline
                                  E_L
                                  wrote on sidst redigeret af
                                  #669

                                  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)

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                                  • E Offline
                                    E Offline
                                    E_L
                                    wrote on sidst redigeret af
                                    #670

                                    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

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                                    • E Offline
                                      E Offline
                                      E_L
                                      wrote on sidst redigeret af
                                      #671

                                      So we still continue to see DARZALEX, backbone regimen in multiple myeloma for the years to come. Are there going to be new treatment modalities in multiple myeloma? Certainly. We also have a bispecific with the BCMA and there would be other treatment modalities there. Now, they still would have to make all the route of getting approval in the different indications and we still will continue to see DARZALEX in combination with these therapies being used in clinical practice

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                                      • E Offline
                                        E Offline
                                        E_L
                                        wrote on sidst redigeret af
                                        #672

                                        not much on M&A indeed JV. Then again, they never reveal anything on that sort of question...

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                                        • O Offline
                                          O Offline
                                          OHW
                                          wrote on sidst redigeret af
                                          #673

                                          altså, den der forventer indikation i solide nu ved ASH, vil blive skuffede?

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