Genmab — Juni 2019

[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

[E_L]

i wonder if we will see some early Apollo data at some point, SC Dara Pom Dex, could that not be the best comparison to this current Isa data?

[E_L]

it was mentioned several times Isa has a better tox profile, specially with asthma patients etc, but I wonder if that is still the case with Dara SC after the data we saw last week, where Dara SC clearly seems to have less infusion reactions as IV

[E_L]

Lonial so far seems the be the only really optimist on GSK-ADC?

[E_L]

EGFR–cMET bispecific antibody shows efficacy in NSCLC patients with high unmet needs / JNJ-372 - https://oncology.medicinematters.com/non-small-cell-lung-cancer/egfr-inhibitors/egfr-cmet-bispecific-antibody-shows-efficacy-in-nsclc-patients/16774524

[peter12]

Er det i dag Maia bliver godkendt ? En uge efter artiklen i Nejm og dagen efter warrants til JdW ?;-) https://www.nejm.org/doi/full/10.1056/NEJMoa1817249

[Bulder]

As I understand Lonial it's when pts gets refractory to dara mono, they can benefit from dara+pom. But when dara+pom doesn't work any more isa comes in.

[E_L]

yes, i guess you are correct, in this video he only discussed mono. We have heard though Dara can re-respond also after other combinations

[Bella1]

Pæn stigning indtil videre, og under ultralav omsætning, - det tegner godt!

[peter12]

Det var også sagt lidt for sjov. Jeg tror ikke han mangler warranter

[bikube]

Der har du ret peter12 - Mange af dem kan indløses til kurs ~1400.

[Teller]

Nu kommer godkendelsen

[bibob]

Ude at fiske. ( flere billige Genmab aktier )

[Teller]

Pensionisten - inden tirsdag.

[Teller]

Men kommer nok allerede lidt senere idag...

[hda]

Luk i HOD er altid dejligt

[Tandfeen-2]

Synes det er meget karakteristisk at vi kommer i plus på dagene inden ferier/weekenden/helligdage. =der satses på Maia godkendelse. Når den så ikke kommer efter ferien falder vi hårdt. Så aftegning venter tirsdag hvis altså ikke Maia kommer med pinse solen. Rigtig god pinse