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Genmab — December 2017

Planlagt Fastgjort Låst Flyttet Genmab
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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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                            • Legolas23L Offline
                              Legolas23L Offline
                              Legolas23
                              wrote on sidst redigeret af
                              #677

                              Eftersom solide ikke præsenteres på ASH, så har du ret 😉

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                              • R Offline
                                R Offline
                                rex_pacis
                                wrote on sidst redigeret af
                                #678

                                I read somewhere that the first data from solids will come autumn-18

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                                • Legolas23L Offline
                                  Legolas23L Offline
                                  Legolas23
                                  wrote on sidst redigeret af
                                  #679

                                  Se, hvad ASH er forkortelsen af. R&D efterfølgende kan måske afsløre, hvilke måneder i 2018, hvor vi kan blive klogere på Darzalex i solide.

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                                  • J Offline
                                    J Offline
                                    JohnW
                                    wrote on sidst redigeret af
                                    #680

                                    Hvad lægger I i hans ordvalg "we don't have proof of concept there" ?

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                                    • O Offline
                                      O Offline
                                      OHW
                                      wrote on sidst redigeret af
                                      #681

                                      De unævnlige startede med netto køb men er nu tilbage, hvor vi kender dem. Nettosalget fortsætter.

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                                      • E Offline
                                        E Offline
                                        E_L
                                        wrote on sidst redigeret af
                                        #682

                                        onclive video
                                        http://www.onclive.com/inside-oncology/pre-conference-heme2017/daratumumab-for-smoldering-myeloma - http://www.onclive.com/inside-oncology/pre-conference-heme2017/phase-3-data-for-relapsed-refractory-myeloma

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                                        • E Offline
                                          E Offline
                                          E_L
                                          wrote on sidst redigeret af
                                          #683

                                          John - that he thinks it is too early to judge, there is no proof yet that it will work. which is correct, until we see data.

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