Genmab — December 2018

[Solsen]

If its a generel problem with duobodies then I just mentioned it to calm down investor who would think it was the same issue with Genmabs own duobody in CD20XCD3.

[E_L]

we are just trying to see if our next blockbusters will have similar start-up problems lol

[E_L]

but when JNJ-372 is rolled out (when, not if ) the Dara infusion shares will be empty&available

[Solsen]

I belive JNJ have bought more options from HALO. If JNJ-372 is poven effective then they could use one of them in later trials.

[Sukkeralf]

As Jan has said before the problem with these new candidates is not if they work but if they are safe to patients

[peter12]

I dont think jnj-372 sounds too bad when you think about the effect ? He already describe some effect of the treatment (less coughing)

[E_L]

"The most exciting drug to be developed in recent memory for thyroid eye disease is surely teprotumumab " https://www.reviewofophthalmology.com/article/management-of-thyroid-eye-disease

[E_L]

Horizon Pharma presentation at BofA http://ir.horizon-pharma.com/static-files/95da762c-bc78-4c48-b2fd-9f5646beab20

[peter12]

It seems like they have lifted peak sale to 3x earlier estimate (750 M$
instead of 250 M$) ?

[Solsen]

https://play.borsen.dk/klip/5c112931595ab4f00a32b9f8/genmab-direktoer_2019_bliver_et_stort_aar_-_investorer_undervurderer_pipelinen.html

[E_L]

that is a really nice interview. So we will not hear about RTOR until we get approval then i guess?

[Solsen]

As said many times - when submission is announced we will know

[E_L]

and your CD3xCD20 is "100-fold more potent then others" @Solsen lol

[peter12]

The one trick pony is about to learn new tricks

[Solsen]

If you look at clinical trails and enrolling speed the next winner could be Enapotamab - my guess. Together with Tisotumab will it be the two JW talked about. If CD3xCD20 are proven safe it will be go to a big partner in a licenseprogram. To big market and development for Genmab to handle.

[Hvidkær]

Solsen - tak for link. Han er positiv - men har i min verden leveret mere end han har skufftet - så jeg tror på en positiv udvikling. Det med teknikken - huha det er svært for mig. Men jeg håber den trend som blev præsenteret i går - at den bliver brudt.

[Solsen]

JW er nærmest pr definition positiv. Så man skal være øvet for at kunne læse noget hos ham

[E_L]

[Bulder]

Det var nyt for mig at de ikke må flage med RTOR, hvis de får det, da de når som helst kan blive smidt tilbage til normal review. Det betyder vel, at vi ikke får noget at vide før godj
kendelsen foreligger, om den var med RTOR eller ej.

[Bulder]

I can see 14:16 that E L has the same opinion