Genmab — Juli 2019

[Helge_LarsenPI-redaktør]

Polle...Det er fair nok.

[Helge_LarsenPI-redaktør]

Enig Solsen..

[Helge_LarsenPI-redaktør]

Og tak for underbyggende link.

[E_L]

abstract in Blood journal, i can't see the full article, maybe anybody else? Daratumumab eradicates minimal residual disease in a preclinical model of pediatric T-cell acute lymphoblastic leukemia - http://www.bloodjournal.org/content/early/2019/07/16/blood.2019000904?sso-checked=true

[nohope]

Bedre kursfastsættelse ? Højere kurs ? Så skal man altså have noteret en meget, meget større del af GEN på NYSE. De her sølle 5-10 % er langtfra nok. Så skulle de nærmest have flyttet noteringen fra CPH til NYSE.

[E_L]

Tisotumab Vedotin innovaTV 204 Pivotal Trial Data Expected in 2020: Seattle Genetics and Genmab previously reported the completion of enrollment in the innovaTV 204 pivotal trial of tisotumab vedotin in patients with recurrent and/or metastatic cervical cancer who have relapsed or progressed after standard of care treatment. Topline data from the trial are expected in the first half of 2020. [ from SGEN earnings ]

[Bulder]

Thx E L

[Solsen]

TV on the market in 2021 - one more milestone

[Plimsoller]

But wouldn't they look for a partner for TV?

[Solsen]

Jeg tror heller ikke det giver noget på kursen. Men det er da muligt at de på sigt vil væk fra Kbh. Der er da sikkert også et skatteelement i at flytte.

[Solsen]

De er sikkert også bange for hvad de røde kan finde på

[E_L]

@Plimsoller Seattle Genetics is their partner.

[Plimsoller]

Sorry. You are of course right. Thank you.

[E_L]

Q2 2019 Johnson & Johnson Earnings Call Transcript https://finance.yahoo.com/news/edited-transcript-jnj-earnings-conference-122731356.html

[AaBforever]

Stock... ser ud til det sker i dag..:-)

[LyngeInv]

Så er vi på 1234... Spændende herfra...

[E_L]

i'll quote main question/paragraph

[E_L]

And then on DARZALEX, any insight you can provide on average treatment duration now and how you see this evolving over time? And then any initial thoughts on how you're thinking about pricing the subcu formulation?

[E_L]

Let me start with DARZALEX. I'm telling you that we are very pleased with the provision of DARZALEX. We had a very strong growth in the quarter with 57%, 41% when you neutralize for the onetime price effect. So we are pleased with the progression -- with operation of DARZALEX and the strong growth that we are having across all lines of therapy. Particularly, recently, we've had 2 important events.

[E_L]

One is the approval of the frontline indication in transplant-ineligible patients in the combination with REVLIMID, which was much anticipated, and that will give us, together with the filing of the also frontline indication in transplant eligible, will give us 3 indications in frontline.