Genmab — November 2018

[E_L]

and agree, looking forward to CAR-t comments in the next few days, could be important for Genmab sentiment

[bibob]

Se lige denne overskrift på Børsen. Danske bank og Genmab nævnt med fede typer , men ikke eet ord om Genmab i deres skriv. Latterligt. https://penge.borsen.dk/artikel/1/371553/markedet_lukker_danske_bank_og_genmab_i_top_-_coloplast_ender_med_fald_paa_37_pct.html

[bibob]

De kan virkelig ikke lide Genmab amatører.

[bibob]

GM - amatører

[Solsen]

NBI i +3,5% - har markedet altid ret. Bindegale udsving.

[transalp]

Enig.. jeg var da ved at gå i chok, da gen ab og dara blev nævnt i DR pressen da MAIA resultater kom.. ret vildt..

[bibob]

GMXAY + 5,71.

[Bulder]

E L: From Lyra: After induction, pts could undergo autologous stem cell transplantation (ASCT) - so they were also candidates. I don't think more frail than Griffin pts.

[Bulder]

The same goes for the small Irish cybord study: newly diagnosed MM (NDMM) pts eligible for ASCT

[Bulder]

The excitement in the conclusion is modest: Dara-CyBorD was active and well tolerated

[Bulder]

I'll ask Winkel if the results are worth a large phase 3 study.

[E_L]

yes, true, i was more thinking compared to the studies we already now, the Polux/ Alcyone/Maia etc, sry

[E_L]

But would be a good question...

[E_L]

it may have a different toxicity profile and therefore still be good for some patients even if the results would be a bit disapointing?

[E_L]

the more options the better i guess…

[Bulder]

I see. No doubt that Griffin pts are better than Maia pts. But equal to Cass pts.

[Bulder]

I remember Michael E O'Dwyer in a video saying that DRd or DRVd suffers from a considerable financial toxicity. The Irish can't afford it.

[Solsen]

In 2023 R goes off patent...

[Bulder]

Regarding Maia and Griffin. In Griffin we had 100% vgpr or better. I don't think we'll se that in Maia. But hopefully 100% PR or better.

[E_L]

it looks like Cyclophosphamide is a lot cheaper? Not sure if the dosing is 100% correct, but differnce looks large
http://ascopubs.org/doi/pdfdirect/10.1200/EDBK_200867