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Genmab — Juni 2019

Planlagt Fastgjort Låst Flyttet Genmab
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  • troldmandenT Offline
    troldmandenT Offline
    troldmanden
    wrote on sidst redigeret af
    #301

    Selv hvis de vælger at tage de 2 stoffer et skridt videre selv, så kommer det stadig ikke til at koste over 2 mia frem til og med 2021. Og i den samme periode vil dara stadig stige hvorfor kassen vil blive stadig størrer

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    • SolsenS Offline
      SolsenS Offline
      Solsen
      wrote on sidst redigeret af
      #302

      From Nordea and not free ..

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      • SolsenS Offline
        SolsenS Offline
        Solsen
        wrote on sidst redigeret af
        #303

        But link to this poster where the truble perhaps are mentioned https://media4.asco.org/239/13730/178038/178038_poster_big_1.jpg

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        • J Offline
          J Offline
          JKY_VH
          wrote on sidst redigeret af
          #304

          Bella1 10:47, hvis det sker så løber jeg nøgen rundt...om min computer:-)

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          • S Offline
            S Offline
            Sukkeralf
            wrote on sidst redigeret af
            #305

            Enig troldmanden - hælder også mest til opkøb.

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            • S Offline
              S Offline
              Sukkeralf
              wrote on sidst redigeret af
              #306

              Solsen jeg er enig med dig sålangt, at Genmab står i en stærk position og gør hvad de mener er det rigtige - det betyder jo ikke at jeg er enig. Lidt ligesom eksempelvis JV ikke var enig med 2025 strategien

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              • S Offline
                S Offline
                Sukkeralf
                wrote on sidst redigeret af
                #307

                Den eneste ting jeg sådan lige umiddelbart ser som et godt opkøb er plain antistof teknologi

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                • S Offline
                  S Offline
                  Sukkeralf
                  wrote on sidst redigeret af
                  #308

                  Hvis Genmab holder fat i at de kun vil køre to kandidater frem selv, så ser jeg umiddelbart ingen grund til at købe ADC teknologi eksempelvis

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                  • SolsenS Offline
                    SolsenS Offline
                    Solsen
                    wrote on sidst redigeret af
                    #309

                    Endelig tror jeg det pt blot at køre værktøjerne i stilling i de forhandlinger der pt må være i gang omkring DR5xDR5 og CD20/CD3 stofferne i pipelinen.

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                    • E Offline
                      E Offline
                      E_L
                      wrote on sidst redigeret af
                      #310

                      @Solsen you don't happen to have the Tisotumab and Enapotamab posters also by any chance...?

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                      • T Offline
                        T Offline
                        Tandfeen-2
                        wrote on sidst redigeret af
                        #311

                        Hvornår får vi nyt fra Tisotumab and Enapotamab

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                        • SolsenS Offline
                          SolsenS Offline
                          Solsen
                          wrote on sidst redigeret af
                          #312

                          Sorry not

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                          • SolsenS Offline
                            SolsenS Offline
                            Solsen
                            wrote on sidst redigeret af
                            #313

                            Men rigtigt spændende, at det er to af Genmabs egne (teknologier) JW tror bliver så store, at der skal partner på - og ikke Tisotumab og Enapotamab.

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                            • SolsenS Offline
                              SolsenS Offline
                              Solsen
                              wrote on sidst redigeret af
                              #314

                              HexaBody®-DR5/DR5 (GEN1029) og DuoBody®-CD3xCD20 (GEN3013)

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                              • P Offline
                                P Offline
                                Plimsoller
                                wrote on sidst redigeret af
                                #315

                                @E.L Guess what is in on Monday

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                                • S Offline
                                  S Offline
                                  Sukkeralf
                                  wrote on sidst redigeret af
                                  #316

                                  Fra q1:

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                                  • S Offline
                                    S Offline
                                    Sukkeralf
                                    wrote on sidst redigeret af
                                    #317

                                    Then as it relates to DR5/5 HexaBody and the CD3xCD20 DuoBody programs, we're doing dose escalation for both and it's going well, I can tell you for both programs. And when we think about potentially partnering either one of these programs, I think there's a good chance that we need a partner because the market could potentially be huge for a program like the DR5/DR5 HexaBody program.

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                                    • S Offline
                                      S Offline
                                      Sukkeralf
                                      wrote on sidst redigeret af
                                      #318

                                      It's a well-validated target preclinically, and we have seen some very encouraging signs of early activity already with only a handful of patients already reflected up at the Capital Markets Day last September. So we would definitely expect that we need a partner for that program to maximize the potential of that program if we see good signs of clinical efficacy with our HexaBody product.

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                                      • S Offline
                                        S Offline
                                        Sukkeralf
                                        wrote on sidst redigeret af
                                        #319

                                        And the same holds actually for the CD3xCD20 bispecific program. There's considerable excitement now in the hematology field because of the Regeneron and Roche programs. Yesterday, the Regeneron program created some lesser excitement because of some fatalities apparently in one of their trials. But we have a very different molecule, which preclinically seems to be at least 100-fold more potent than the Regeneron CD3xCD20 and 2 to fourfold more potent preclinically than the best Roche program. So

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                                        • S Offline
                                          S Offline
                                          Sukkeralf
                                          wrote on sidst redigeret af
                                          #320

                                          We expect data for the CD3xCD20 before or at the ASH meeting this year. So I think it's heating up quite well, Sachin. And I think we could potentially see partnerships for both of these programs to maximize the potential for the CD3xCD20, the very competitive hematological area. Now a little bit behind Roche and Regeneron but with a very differentiated molecule. This is given subcutaneously and preclinically. It's very, very much more potent than these other programs, and we use a different way

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