Genmab — Oktober 2018

[JørgenVarnæs]

er der kommet forståelige data omkring duration på CAR-T? Det kunne lyde som om der er udfordringer?

[Bulder]

BB2121 viste på asco lige under 1 år.

[JørgenVarnæs]

ja, det er sgu ikke meget - hvis det så oven I købet ikke kan bruges i 1st line

[Bulder]

Da det kun er 40% af MM-NDs der er egnede til asct, vil en fremtid med car-t EFTER asct begrænse car-t's anvendelse i 1. linje noget.

[Bulder]

Og så bliver det vel nærmest at regne for 2. linje

[E_L]

@15:52 it will take a whole lot of new trials to prove if that would work…

[E_L]

if we can some sort of confirmation that CAR-t is really not suited for first line, i think it make a lot of Dara-fans sleep better… Let's hope we hear more in the next months

[Bulder]

Yes, and only the part of pts that were young and strong enough to undergo an asct.

[Bulder]

Two very interesting vidoes, E L. If you combine them they say that you have to get rid of a lot of the MM-cels before(!) car-t works.

[E_L]

exactly! i certainly did not realise that before…

[E_L]

the split first dose is on the agenda of the CHMP meeting this week

[Plimsoller]

Does that mean another treatment e.g. Dara, is necessary prior to using CAR-T?

[E_L]

That is how I understand it, but I am a bit reluctant to deduct that from just those 2 articles, I am sure we willl learn more about it soon

[Plimsoller]

Ok. Thank you E L. One thing is for sure, and that is that you know a hell of a lot more about it than I do

[E_L]

haha, unfortunately Genmab is trying to prove to me that staying informed is not necesarily a guarantee for investment returns...

[JørgenVarnæs]

Jan on MAIA - https://www.berlingske.dk/virksomheder/genmab-topchef-foer-skaebnedag-det-kan-faa-kaempe-indflydelse-paa

[Helge_LarsenPI-redaktør]

"
Ifølge den internationale investeringsbank J.P. Morgan kan Genmabs aktiekurs stige med op mod 18 procent, hvis studieresultaterne for alvor rammer skiven. Banken vurderer samtidig, at studiet vil blive offentliggjort inden for få uger".

[Solsen]

Ingen tror på det Helge

[Helge_LarsenPI-redaktør]

Hvorfor lige 18 procent?

[Solsen]

Det må stå i et regeark.