Genmab — Juni 2019

[Solsen]

$20bn som JW faktisk har indikeret ved at sige at JNJ ventede at tjene $10bn årligt ved peaksale.

[Solsen]

De 12000 pts jeg nævnte var dem der pt er i US. Så en stor pulje at starte på.

[E_L]

grant 6,464 restricted stock units and 21,343 warrants . just a few more as last year.

[bibob]

God morgen. :-). https://www.fiercebiotech.com/research/stopping-cancer-before-it-develops?mkt_tok=eyJpIjoiTnpsbVlUWm1NV015TlRoaiIsInQiOiJ0M3Q2VFVsRWhReU9KOHp1K255ZFFcLzRGckRySVdMQ25SRUhmYXNtcHpqNmFOYVlqYmdWV3FqNW5SKys0TFdOZEZDMmJVb2VEazVXQzF1R2VIdTBUTU5YT01hbzBUT1NHQ3RnQlNLRmw5a3oxMyt0bzhQbHNBNElLS2Z3MFVxXC81In0%3D&mrkid=41140432

[Sukkeralf]

Just a moment...

(www.firstwordpharma.com)

[Helge_LarsenPI-redaktør]

God morgen.

[Parasitism]

God morgen

[polle1]

God morgen og god dag

[lahn1]

@EL - I believe GEN is/have been buying back stocks to cover these, right ?

[E_L]

they definately do for the restricted stock units, i can't remember how they hedge the warrants, but i think they have anti dilution measures in place there also

[E_L]

if you want to know more, i am sure it is in their annual report

[Bulder]

Usmani om Maia. Det peger i retning af DRd-lite for de ældste pts. De kan ikke tåle så meget Rev. https://www.youtube.com/watch?v=QD1ZrPAqh84

[lahn1]

THX-EL

[Bulder]

44% af pts i Maia var 75 år eller ældre. Det er her Maia skal kile sig ind.

[Bulder]

Lonial om GSK-ADC, som nu hedder Belantamab mafodotin: https://www.myeloma.org/videos/belantamab-mafodotin-anti-bcma-adc

[Bulder]

Luciano Costa opdaterer på AMG-420: https://www.youtube.com/watch?v=kvqRyOh4l6g

[Bulder]

Paul Richardson opdaterer på Isatuximab, herunder forskellen til dara: https://www.youtube.com/watch?v=T6BBGuJLhs4

[Bulder]

Usmani om Columba (ikke noget nyt): https://www.youtube.com/watch?v=fuIKKgOKtnE

[Bulder]

Der tegner sig således et ret klart billede af dara/isa forholdet. Dara gives i de tidlige linjer og når pts bliver refraktære kommer IV isa ind i kombi med pom.

[E_L]

we'll see. Dara can also be used again, as it can re-response, as Lonial said again last week
https://twitter.com/EgidiusLambrech/status/1135567871168471040