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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.
  • 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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                                    • StockBullS Offline
                                      StockBullS Offline
                                      StockBull
                                      wrote on sidst redigeret af
                                      #674

                                      2% op 118

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                                      • StockBullS Offline
                                        StockBullS Offline
                                        StockBull
                                        wrote on sidst redigeret af
                                        #675

                                        8

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                                        • E Offline
                                          E Offline
                                          E_L
                                          wrote on sidst redigeret af
                                          #676

                                          i don't expect anything on solids at ASH, do you? Maybe some comments at the R&D day, but no data

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