Genmab — Oktober 2018

[StockBull]

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

[JørgenVarnæs]

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

[bikube]

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

[Raun]

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

[E_L]

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 ?

[Darvin]

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

[Thomas]

Troede kun vi fik TV data på ESMO?

[JørgenVarnæs]

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

[E_L]

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

[E_L]

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

[E_L]

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

[E_L]

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

[Bulder]

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

[Bulder]

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

[Bulder]

nor=not

[Bulder]

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.

[E_L]

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

[E_L]

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

[Bulder]

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

[Bulder]

... after the phase 2.