Genmab — Maj 2018

[Sukkeralf]

Newly-diagnosed Multiple Myeloma

Abstract #PS1429; Poster Presentation; Saturday, June 16, 17:30 - 19:00. Cost comparison of treatment strategies following initiation with Rd versus VMP plus daratumumab in newly diagnosed patients ineligible for ASCT. (Jackson)

[Sukkeralf]

Det helt store trækplaster bliver DRd i første linie

[Mayflower]

Der fik du sgu skudt mig godt ned Sukker.

[Sukkeralf]

Genmab regner heller ikke selv med det store salg i første linie - hverken i USA eller RoW

[Sukkeralf]

i år

[Investor13]

1220 virker som en stærk støtte. Derudover ser det ud som om vi skal svinge mellem 1200-1300 indtil der kommer afgørende nyt.

[Investor13]

Spørgsmålet er så om nuværende kurs er fair value.

[E_L]

Paul Parren, the former head of preclinical R&D at Genmab, has joined Lava as head of R&D https://endpts.com/versant-backs-new-approach-to-gamma-delta-t-cells-co-leads-lavas-18-9m-round/ https://www.fiercebiotech.com/biotech/lava-bags-cash-from-gilde-and-versant-hires-genmab-vet-to-advance-bispecific-t-cell

[Bulder]

Interessant at Paul Parren fortsætter den bispecifikke vej, i stedet for at dreje ind i car-t blindgyden

[Bulder]

Ikke hvem som helst: He is an inventor of the therapeutic antibodies ofatumumab (approved world-wide), daratumumab (phase III), teprotumumab (Phase II), TF-011-ADC (Phase I) and the DuoBody and HexaBody technologies. https://www.antibodysociety.org/about/board-of-directors/paul-parren-ph-d/

[JKY_VH]

Tak Bulder

[E_L]

i don't know why he left Genmab last year, but who knows, maybe we'll see a partnership with Lava some day…

[E_L]

ASCO 2018: Helpful Guidance, But No Breakthroughs https://www.myeloma.org/blog/dr-duries/asco-2018-helpful-guidance-no-breakthroughs

[E_L]

i guess we should pay attention to the Educational sessions also with 1 topic " “Should Everyone Receive Monoclonal Antibody Therapy in First Relapse (Yes or No)?”

[Bulder]

Ola Landgren vil ikke afvise brug af Alcyone-kombien i US https://www.youtube.com/watch?v=Yp8wdwlcDrs

[hda]

Genialt indslag med Florian på Børsen Play : https://play.borsen.dk/klip/5b04f95b45628ff817223c22/medstifter_og_storinvestor_i_genmab_risikobilledet_i_investorernes_oejne_har_aendret_sig.html

[Thestrup7]

https://play.borsen.dk/klip/5b04f95b45628ff817223c22/medstifter_og_storinvestor_i_genmab_risikobilledet_i_investorernes_oejne_har_aendret_sig.html

[E_L]

It is a shame his audience is so small in danish; an english interview could help at the moment....

[polle1]

Tror jeg har nævnt det før, men prognosen for 2018 er baseret på USD 6.00 , så hvis USD vedbliver i nuværende leje, er der en "gratis" gevinst på omkring 5-6%

[Legolas23]

FS er biosektorens Blakman. Sikke han kan med prosa og vendinger.