Genmab — Maj 2019

[E_L]

note, beyond 2023 growth area pre-malignent MM (smoldering)

[E_L]

mentioning JNJ 957 and 564 + SMM 'on the path way to a cure' for MM

[E_L]

Also mentioning JNJ 9178 in myeloid malignencies (CD123xCD3) which is also good news i guess, as we did not expect much anymore from that?

[E_L]

basically all 4 JNJ duobodies featured prominently in the JNJ presentation yesterday. that has to be good news.

[Sukkeralf]

Very good news for me at least - in the main foundation of Genmab ahead that duobody works well (also the other platforms).

[Sukkeralf]

in = its

[GeorgeBest]

Kan vi konkludere at der er en skuffelse i EnaV, men alt andet ser rigtig godt ud...., specielt dara sc, Janssen duobodies samt at isa iv ikke er bedre end dara iv

[JohnW]

Sikke vi stiger nu...

[E_L]

i am not sure you can conclude that yet, it is 'only' a safety trial so far, and it seems safety is manageable; they see sufficient reason to continue for now as they see "encouraging preliminary anti-tumor activity". We'll have to find out what that is...

[E_L]

to @GeorgeBest

[Solsen]

Der er slet ikke resultater på effektivitet i Ena. Men hvis de udvider med fase 2a forsøg så må de have set noget.

[Solsen]

Isa yderligere svækket og oplivning af spekulationer om dara sc i solide. Herudover validering af platformene. Ikke en dårlig dag !

[Sukkeralf]

For Ena we also need to see how many patients that are AXL positive

[E_L]

@Solsen on your earlier Nordea comment; it is at 4h:31 in the presentation; apparantly they are developping a 'steroid sparing regimen' to be used with Dara and they indeed needed SC to do that

[E_L]

they also mention giving Dara in relation to CAR-t

[GeorgeBest]

Tak for forklaringer til, Solsen, Sukkeralf og EL...

[Solsen]

Could I ask you EL for the link to JNJ update ?

[E_L]

10:41

[Solsen]

Thanks !

[Tandfeen-2]

Har man for mange Genmab aktier når ens humør påvirkes af aktiekursen ?