Genmab — Oktober 2018

[jkj]

hold øje med us. kl 14.30 nøgletal, vil diktere den videre retning.

[Darvin]

Enig gentogen - vi diskuterede det også for ca halvanden måned siden.

[jkj]

A/B skifter fra største sælger til køber.

[E_L]

small downtrend channel http://www.proinvestor.com/index.php?p=debat_1&postid=76310

[lahn1]

A/B nettokøber er der en fredagsnyhed på vej ?

[concillado]

...yes, et større shortingangreb fra AB

[concillado]

(just kidding)

[E_L]

Bryan Garnier
Victor Floc’h
05/10/2018
Genmab | It’s Time to GEN up on ofa!
Following J&J's decision to discontinue two clinical trials evaluating Darzalex with I/O therapies in lung cancer and multiple myeloma last May, Genmab shares dropped 20% and have yet to recover. In our view, the market is overly conservative and does not fully value either Darzalex or ofatumumab.

[E_L]

does any of you have that report?

[bibob]

$name

(danskebank.dk)

[JKY_VH]

Tak bibob

[E_L]

New trial: A Study of an Accelerated Infusion Rate of Daratumumab in Patients With Relapsed and Refractory Multiple Myeloma https://clinicaltrials.gov/ct2/show/NCT03697629?term=daratumumab+OR+ofatumumab+OR+tisotumab&lupd_s=10%2F05%2F2018&rank=1

[E_L]

To determine infusion related reactions in the first 6 months of daratumumab administration. Using 90min schedule.

[E_L]

and they are being cheap lol: Following the 6 monthsubjects who continue to have a response to daratumumab will be taken off study..., ..., but dara can be supplied outside of the clinical trial setting.

[E_L]

New trial: Pre-emptive Daratumumab Therapy of Minimal Residual Disease Reappearance or Biochemical Relapse in Multiple Myeloma (PREDATOR) https://clinicaltrials.gov/ct2/show/NCT03697655?term=daratumumab+OR+ofatumumab+OR+tisotumab&lupd_s=10%2F05%2F2018&rank=2

[E_L]

not sure I understand what they mean with biochemical or preclinical relapse? Anyone else?

[Solsen]

@Gentogen - Er det ikke et forudbestemt
antal events der bestemmer en interim analysis ?

[Solsen]

Altså uanset hvilken arm de kommer fra.

[dohk]

I believe biochemical relapse is M-protein detection etc and MDR relapses is established by DNA sequencing of MM clone cells. So essential protein versus DNA methods to establish relapse.

[dohk]

I would suspect that MRD relapse happens before you can measure M-protein spike, so MRD will properly be a new gold standard in the future.