Genmab — Juni 2018

[Mcjean]

But E L Alf's link isnt it a updated version and what they talked about is actually number 4?

[Mcjean]

its not updated i guess

[Sukkeralf]

But on clinical trials the new studies were posted 6 and 11 june

[Sukkeralf]

Strange thing if you put them on just to remove them again

[Mcjean]

Kunne være skægt hvis det viser sig de starter op, hvad vil de store analytiske genier så gøre:-) Opjustere med 1 kr.

[Bulder]

Det studie der blev "discontinued" i pressemeddelelsen var MMY2036. Og der er det der tales om her. Det japanske studie i solide tumorer har slet ikke været omtalt. (før nu)

[E_L]

we discussed the Jun 6 here, the June11 is not Dara

[Mcjean]

Vi talte altså om studiet i Japan den 6/6 kl. 15.44

[Bulder]

ok, ja. Men disse tweeds omhandler det "discontinuede" MM-studie.

[Bulder]

Vi kan ikke regne med, hvad der (stadig) står på ct, sådan at forstå, at der helt klart er en vis forsinkelse. Dara-Tecentriq står stadig som rekrutterende.

[E_L]

that is the problem. that is why i asked JanssenEMEA, cc Genmab if these 2 updates could be as mistake; they couldnt be bothered to reply

[E_L]

Lets hope the GS analyst will be smart enough to ask that question to Jan tonight. i am not so sure ;-(

[mobbyduck1]

Lets not put any hope in GS, they have been Genmab Negative for a long time

[Mcjean]

Jan wil just do as he usually do, " i cant comment on that, its J&J you should ask about that".........end of story!

[E_L]

[E_L]

anyway, meanwhile in Sweden https://twitter.com/VincentRK/status/1006470653283897344

[E_L]

I actually remember really wel the GS call 2 years ago, 2016, we had just had a great ASCO and price hit close to 1300 for the first time... Jan was on fire! Iwas so excited, I was certain with the things he said we would go up another dkk100 the day after… Instead, 10 days later we hit 1040 and before the end of the month the famous 970... 2 weeks later 1250 again….

[bibob]

Kunne være rart at høre hvad David Mygind siger til sit Tweet. Han plejer at være ret oplyst på Genmab. ?

[E_L]

https://twitter.com/NorthTxMSG/status/1006500631916490754

[ROI_-_David_Mygind]

@bibob: Det ser lidt mystisk ud med datoerne på CT. Men jeg tror man skal passe på med at tolke for meget udfra det. Data-analysen må forventes at være i fuld gang men stadig i en tidlig fase, så jeg tror ikke vi skal forvente en afklaring fra Genmab på helt kort sigt. Personligt er jeg optimisk og mener at markedet har overfortolket når det konkluderer at Darzalex helt bør afskrives i solide tumorer. Men alt dette har jo allerede været drøftet grundigt herinde.