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Genmab — Oktober 2018

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • P Offline
    P Offline
    polle1
    wrote on sidst redigeret af
    #2017

    kkjoel : Jeg er 100% enig med dig vedr. AU, og jeg har også kommenteret på det for et par uger siden. Jeg forstår ganske enkelt ikke, at de har et (godt nok 12 mdrs mål) på 2200, og så siger/sagde "sælg" her omkring både 1000 og 900 ! For MIG giver det ingen mening, og jeg tror det forvirrer mange af deres læsere !

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    • StockBullS Offline
      StockBullS Offline
      StockBull
      wrote on sidst redigeret af
      #2018

      Super data fra MAIA og CASSI bør rykke kursen over 1400 i løbet af 2019 sandsynligvis inden udgang af Q1 efter min mening

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      • JørgenVarnæsJ Offline
        JørgenVarnæsJ Offline
        JørgenVarnæs
        wrote on sidst redigeret af
        #2019

        spændende om vi endelig hører mere fra klinikken her over weekenden. Blev vi ikke lovet både TF og AXL data her til ESMO?

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        • B Offline
          B Offline
          bikube
          wrote on sidst redigeret af
          #2020

          Lørdag præsenteres data fra Tiso fase 2a i livmoderhalskræft - siger Nordnets kalender.

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          • R Offline
            R Offline
            Raun
            wrote on sidst redigeret af
            #2021

            Vil næsten vædde på at AQR minsker deres short position i disse dage....

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            • E Offline
              E Offline
              E_L
              wrote on sidst redigeret af
              #2022

              this one, https://ir.genmab.com/news-releases/news-release-details/genmab-and-seattle-genetics-announce-tisotumab-vedotin-data-be Bulder just gave you the link where it will be published -tomorrow already. Only poster presentation, so i expect nothing more in the weekend ?

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              • DarvinD Offline
                DarvinD Offline
                Darvin
                wrote on sidst redigeret af
                #2023

                Kkjoel m fl mht strategi. Har en fast position i Gen idet jeg tror fuldt ud på aktien. Har dog samtidig, hvert år og gentaget, spekulerer i Bull på den. Sammenlagt har det været en super investering. Har aldrig rørt Bear mht Genmab - tør ikke

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                • T Offline
                  T Offline
                  Thomas
                  wrote on sidst redigeret af
                  #2024

                  Troede kun vi fik TV data på ESMO?

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                  • JørgenVarnæsJ Offline
                    JørgenVarnæsJ Offline
                    JørgenVarnæs
                    wrote on sidst redigeret af
                    #2025

                    ok - tak. så er der vist ingen grund til at sidde på stilke over wekenden

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                    • E Offline
                      E Offline
                      E_L
                      wrote on sidst redigeret af
                      #2026

                      Huge New trial, D-RVd, 690 patients Ph III, SC,
                      https://clinicaltrials.gov/ct2/show/NCT03710603?term=daratumumab+OR+ofatumumab+OR+tisotumab&lupd_s=10%2F18%2F2018&rank=3

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                      • E Offline
                        E Offline
                        E_L
                        wrote on sidst redigeret af
                        #2027

                        this was Griffin https://clinicaltrials.gov/ct2/show/NCT02874742?term=MMY2004&rank=2
                        and this one was announce in the summer https://clinicaltrials.gov/ct2/show/NCT03652064?term=Daratumumab+VELCADE+Lenalidomide+Dexamethasone&rank=2

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                        • E Offline
                          E Offline
                          E_L
                          wrote on sidst redigeret af
                          #2028

                          so the differnence with the summer trial is transplant or not? (summer was also already SC)

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                          • E Offline
                            E Offline
                            E_L
                            wrote on sidst redigeret af
                            #2029

                            this Ofatumumab RMS -autoinjector trial started recruiting https://clinicaltrials.gov/ct2/history/NCT03560739?A=1&B=2&C=merged

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                            • BulderB Offline
                              BulderB Offline
                              Bulder
                              wrote on sidst redigeret af
                              #2030

                              Yes, the new one must be the continuation of Griffin in the transplant setting.

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                              • BulderB Offline
                                BulderB Offline
                                Bulder
                                wrote on sidst redigeret af
                                #2031

                                But primary outcome still pfs and nor mrd, which is secondary. Pfs up to 9(!) years.

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                                • BulderB Offline
                                  BulderB Offline
                                  Bulder
                                  wrote on sidst redigeret af
                                  #2032

                                  nor=not

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                                  • BulderB Offline
                                    BulderB Offline
                                    Bulder
                                    wrote on sidst redigeret af
                                    #2033

                                    But it does not rule out a filing for approval after Griffin-read-out. An approval can be given on the condition of a phase 3 study.

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                                    • E Offline
                                      E Offline
                                      E_L
                                      wrote on sidst redigeret af
                                      #2034

                                      9 years??? wtf...
                                      hadn't seen that yet...

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                                      0
                                      • E Offline
                                        E Offline
                                        E_L
                                        wrote on sidst redigeret af
                                        #2035

                                        good point. anyway , it points to a good read-out, doesn't it, otherwise you dont start 2 (big) trials so fast afterwards

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                                        • BulderB Offline
                                          BulderB Offline
                                          Bulder
                                          wrote on sidst redigeret af
                                          #2036

                                          Primary completion May 2029! I'm sure they'll file.

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