Genmab — April 2019

bibob

Ja Vitus,- men de er jo også blevet kørt op og ned i det sidste stykke tid. Det er jo heller ikke meget de har bevæget sig. ZL lidt undtaget.

polle1

Samme mønster som de sidste par dage, først op, så ned ved middagstid, for derefter at finde ny styrke (og køberinteresse). Stadig meget lav omsætning

bibob

Så lige ud til danske bank lavede en intern handel på 6400 stk ?

Tandfeen-2

Er tilbage fra påske, så har ikke set chatten længe. Hvorfor er 1. Linje godkendelsen ikke kommet. Det er lidt mærkeligt

Sukkeralf

Hvornår skulle den da have været der ?

StockBull

Tror ikke Jan finder det mærkeligt

Tandfeen-2

Umiddelbart er det vel 4 uger efter komplet indlevering hvilket vist var lige omkring/før påske. Og selvfølgelig er det ca tider, men havde nok regnet med at den var kommet nu. Jeg tænker når man laver et nyt hurtigt system RTOR og guider 4 uger.... så holder man sig inden for 4 uger de første mange gange

polle1

Husk på, at nedlukningen af statsapparatet i USA kan (KAN) have forsinket det hele en smule.

Sukkeralf

Fremgik det klart at det var 4 uger fra indlevering af data til godkendelse - sådan husker jeg det ikke?

E_L

Novartis’s plans for its follow-on CAR-T projects have taken a twist. The company, which previously listed a BCMA-targeting candidate in its pipeline, has now disclosed that it is working on a multiple myeloma study involving two CAR-T projects, one hitting BCMA and the other CD19 https://www.evaluate.com/vantage/articles/news/corporate-strategy/novartis-hopes-kymriah-acceleration-can-save-its-car

Solsen

CD19 is a very difficult target…

Sukkeralf

difficult - its the most used CAR-T target ?

Solsen

Which anti CD19 CAR-T are not toxic

Solsen

Big Pharma are lemmings - PD1, PD-L1 etc are targets in many many many trials

Solsen

I think they all are entering a blind alley and burning bn of dollers. No innovation in copying competitors.

Sukkeralf

I think the two main reasons for BP to follow the PD1 and PDL1 inhibitors is their success and that they are combined with almost everything. We now know that IO field is much more difficult than anticipated

bibob

Therefore its very important to choose the right target. I think Genmab is doing very well

Solsen

Healthcare will colapse with CAR-T in common use.

Sukkeralf

Genmabs Immatics deal is great because the get exclusive targets - but the risk is also much higher. Genmab has different platforms to play around with.

Sukkeralf

Solsen yes with the CAR-T we have at the moment - but we are just in the beginning. In 10 years from now the y will probably be better, safer and cheaper