Genmab — April 2018

[Bulder]

Og tak til jkj for at have opdaget dette emne.

[E_L]

did anyone here actually go the annual meeting?

[GeorgeBest]

AGM http://ir.genmab.com/releasedetail.cfm?ReleaseID=1063329

[E_L]

CNBC catching on
https://www.cnbc.com/2018/04/10/reuters-america-biotech-group-genmab-aims-to-own-bigger-share-of-new-drug-pipeline.html

[E_L]

"We are now testing it in more than 15 solid cancers," de Winkel said (on dara)

[GeorgeBest]

wauw - 15 only for Darzalex. Op top of that comes tv and axl

[E_L]

sounds good, right? that is why we are up a huge 1/2 dkk...

[Solsen]

The market must wake up soon !

[Bulder]

Det må være fordi han regner de 4 varianter af tyktarmskræft for selvstændige former at han får det til 15. Ellers er der kun 12 med nivo, eller 13 hvis dara-atezo i nsclc er en særlig form.

[E_L]

i think you have another question for Q&A

[E_L]

Safety and efficacy of daratumumab in dialysis-dependent renal failure secondary to multiple myeloma - in Haematologica journal - http://www.haematologica.org/content/early/2018/04/03/haematol.2018.191122.full.pdf+html

[E_L]

can be downloaded for easier reading.

[Bulder]

Solsen, de vågner, når det bekræftes, at skidtet virker. Tænk på Incyte, som vi snakkede om i går. 26 studier alene med pembro. Og alligevel faldt de 20%, da et af dem ikke slog til.

[E_L]

The bears are certainly doing a great job keeping the stock down so far this month,..

[Solsen]

Shortere skal ud inden H218 er mit gode råd. Så kommer det af sig selv

[E_L]

[E_L]

Watch our new strategy progress film
http://www.genmab.com/about-us/strategy

[gentogen]

De 15 er:Other Indications
•Amyloidosis (Ph III)
•NKTCL, Nasal type
•Myelodysplastic syndromes
•NSCLC
•Colon cancer
•Virus associated tumors
•Membranoproliferative
glomerulonephritis
•Waldenstrom
macroglobulinemia
•Prostate cancer
•Breast cancer
•Renal cancer / Bladder cancer
•CLL
•NHL
•AML
•ALL

[nohope]

Den gode tolkning: Der er stor tillid til Dara og det testes derfor i talrige indikationer.

[nohope]

Den dårlige: vi er desperate og tester hovedløst i alt vi kan finansiere.