Genmab — Maj 2018

[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

[E_L]

sorry, couldn't resist that one lol

[Solsen]

Hold on nohope. Dont be sad about that. You will be very happy about the 20% when someone comes out with a bid on the co.

[henrik48]

@nohope - jeg er i samme situation, dog har jeg ikke Genmab med frie midler...min pensionsopsparing er godt fyldt op med Genmab

[nohope]

Well, actually it is not 20 % - more like +40%

[Helge_LarsenPI-redaktør]

God morgen.

[Plimsoller]

God morgen

[polle1]

God morgen

[bibob]

God morgen

[E_L]

Making sense of the many treatment options for relapsed MM: cost-effectiveness - https://www.vjhemonc.com/video/lr_bjrsdfw8-making-sense-of-the-many-treatment-options-for-relapsed-mm-cost-effectiveness/

[JohnW]

Fra Medwatch: "Data fra fase 3-studiet, der undersøger Isatuximab som tredjebehandling af knoglemarvskræft i kombination med kræftmidlet Pomalyst og hormonpræparatet Dexamethason, ventes i løbet af fjerde kvartal. I samme kvartal venter Sanofi desuden at indsende registreringsansøgning i USA.
Sanofi arbejder desuden på en lang række andre studier med Isatuximab til behandling af knoglemarvskræft og også solide tumorer.
Ifølge Medwatch kan der være lagt op til en godkendelse af midlet som første

[JohnW]

førstebehandling af knoglemarvskræft om få år".

[JohnW]

Er Sanofi/Isatuximab tættere på en lancering end først forventet? Kan det tage en del af Darzalex blockbuster potentiale?

[JohnW]

Ved vi om Isatuximab er lige så godt (eller bedre) end Darzalex?