Genmab — Maj 2018

[E_L]

also: "The Expansion part of the trial has been initiated " ; i read that as :
they started phase 2 ?

[Sukkeralf]

I think he mentioned AXL molecules (probably Bemcentinib) in combination with Pemblizumab (Keytruda) and Erlotinib (Tarceva). BergenBio´s Bemcentinib is in clinical studies with both.

[Sukkeralf]

Just a link to show that AXL becomes more and more intresting

[E_L]

ok thx

[Joakim_Von_And]

Dejligt at se kursen kryber op ad under lille omsætning,, det kunne godt blive ved nogle dage tror jeg..

[Sukkeralf]

And thanks for AXL ADC link - I think that is very positive for Genmab

[E_L]

yes, i agree. the rationale to enlarge the trial could be as simple as 'it is cheaper for us due to the cost split with Seatlle Genetics', but my guess is that they are expanding to other cancers... Really exciting

[Sukkeralf]

They dont have cost split with AXL - here it a regular licens deal - milestones and royalty to SA

[Sukkeralf]

SG'

[Sukkeralf]

It must be because safety looks fine and maybe they have allready seen some efficacy and wants to be aggressive

[Her_for_at_lære]

Dejligt at se kursen går op. Hvad er det der driver den frem? Forventninger til Q1 den 8. Maj?

[E_L]

oh, i got that wrong then, indeed, the agreements with SG differ per product

[nohope]

• 30 point. What´s up, Doc ?

[Bulder]

Tx E L. Good progress in the axl-study. It looks like they have already found the optimal dose in the 3 weeks arm. So one of the arms has entered phase 2a.

[E_L]

well done nohope, you nailed the top.

[Plimsoller]

Tak Sukkeralf

[nohope]

Regret to advise that I´m locked in GEN. Any sale from retirementfunds willl be illegal to do buy back(max 20 % any share) and any sale from free funds will be taxed by 42 % of profit calculated from DKK 75 vs. selling price, which makes any buy back impossible. So I´ll just have to sit and wait for Godot. Maybe he´ll be around in 2020.

[nohope]

Everything is just better in stereo....

[E_L]

i am not sure anyone here will feel sorry for you buying at 75 nohope It is a shame the derivative market on Genmab is so illiquid though, otherwise you could buy some protection if you felt toppish

[E_L]

This afternoong you showed us how good you are finding a top after all