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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
    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
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                  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
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                    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
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                      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
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                        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
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                                  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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