Genmab — Februar 2019

[JørgenVarnæs]

JV on things that are dead. Especially dara in solids: https://www.youtube.com/watch?v=yR5Z4n1TdSI

[Sukkeralf]

E L on the other hand we only have preclinical work that says it might work ! Jan has promissed us data from the Carina study that never came and also data from solid study and we have never seen that either. When things goes wrong people are usually not that keen on presenting

[E_L]

yes, very true…

[Bulder]

Studies in dara-nivo in solids will read out this year. You never know.

[Sukkeralf]

But did BMs stop the dara arm in these trials ?

[Bulder]

They stopped recruiting prematurely in one of them. We haven't heard of anything in the two others.

[Bulder]

No, you are right. Enrollment was stopped in the dara-arm in Checkmate358.

[Bulder]

Checkmate142 is not recruiting in general. But the dara-arm has not been specifically changed.

[bibob]

Ninlaro bliver ikke godkendt til vedligeholdelse. https://medwatch.dk/Medicinal___Biotek/article11168756.ece?utm_campaign=MedWatch Middag&utm_content=2019-02-06_B&utm_medium=email&utm_source=medwatch

[Relax]

Tak for svar angående mit spørgsmål om dividende og opkøbsprogram. Er enig at investeringer i egen pipeline er det bedste for aktionærerne. På den anden side er tre år med stagnerende/negativt afkast, en negativt vurderet pipeline (min menning) og et dyrt warrants program, ikke det bedste for aktionærerne. Tænkte derfor at Genmab bliver nød til at komme med andent end eventuelle blockbustere engang i fremtiden.

[E_L]

for the library: Mechanism of Action and Novel IMiD-Based Compounds
and Combinations in Multiple Myeloma https://sci-hub.tw/10.1097/ppo.0000000000000354

[E_L]

Are 4-Drug Regimens Here to Stay? Role in Induction
and Salvage Therapies https://sci-hub.tw/10.1097/ppo.0000000000000351

[Bulder]

Here to stay? Yes, but who shall pay?

[E_L]

[Bulder]

Now we are at it. We haven't heard of any submission for approval of Cassiopeia-regimen. D-VTd. 3½ months since we saw top line.

[peter12]

Har du et kvalificeret gæt ?

[Bulder]

I forbindelse med patentsnakken for lidt siden: Ser lige at Celgene også har patent på Thalidomid, som udløber i 2023 i US og 2019 i Europa. Det kan jo undre, da Thalidomid er et tudsegammelt oprindeligt tysk stof. Hvem husker ikke skandalen i 50'erne. Men Celgene har åbenbart lavet en så anderledes ny formulering, at de har kunnet opnå ny patent. https://www.sec.gov/Archives/edgar/data/816284/000095012310055985/filename1.htm

[Bulder]

Men det betyder i hvert fald at D-VTd bliver en ret billig kvadruplet om få år.

[Teller]

ender vi mon
i plus idag?

[JørgenVarnæs]

så skal du vist ud og finde nogle købere. Det er igen igen en sørgelig volumen