Genmab — August 2019

[Jedi]

Ja, det er store summer der er i spil - ALXN har vel en market cap på over det dobbelte af GEN

[Jedi]

men stadig kun rygter - nok også derfor ALXN "kun" steg 7,5% i går

[Plimsoller]

Helst ingen bud på Genmab før vi er i kurs 2000

[JKY_VH]

Tak for link Jedi og bibob. Bestemt interessant og lad os da bare få et bud på Genmab. Det vil kun øge interessen endnu mere og skubbe kursen frem. Om man så vil sige ja eller nej, må jo afhænge af et eventuelt buds størrelse;-)

[JKY_VH]

se bare hvad der sandsynligvis sker om en halv times tid med B&O aktien https://borsen.dk/nyheder/virksomheder/artikel/1/386522/investeringsoekonom_udmelding_fra_ole_andersen_kan_give_kursstigninger_til_bang_olufsen-aktien.html

[E_L]

Blood journal - Subcutaneous delivery of daratumumab in relapsed or refractory multiple myeloma
-by Saad Z. Usmani
http://www.bloodjournal.org/content/134/8/668?sso-checked=true

[E_L]

GSK2857916) on track for regulatory submission by the end of 2019 https://www.gsk.com/en-gb/media/press-releases/gsk-announces-positive-headline-results-from-the-pivotal-dreamm-2-study-for-multiple-myeloma/

[E_L]

New trial in Korea Daratumumab With DCEP for Multiple Myeloma With Plasmacytoma (Dara_DCEP) https://www.clinicaltrials.gov/ct2/show/NCT04065308?term=daratumumab+OR+ofatumumab+OR+arzerra+OR+darzalex+OR+tisotumab+OR+Genmab&lupd_s=08%2F22%2F2019&rank=2

[E_L]

Multiple myeloma is not confined to a specific bone or location within a bone. It tends to involve the entire skeleton. When only one lesion is found it is called a “plasmacytoma.” Most doctors believe that plasmacytoma is simply an early, isolated form of multiple myeloma.

[E_L]

New trial in Israel - Carfilzomib in Combination With Daratumumab, Lenalidomide and Dexamethasone in Transplant-ineligible NDMM Patients (KyDaR) - https://www.clinicaltrials.gov/ct2/show/NCT04065789?term=daratumumab+OR+ofatumumab+OR+arzerra+OR+darzalex+OR+tisotumab+OR+Genmab&lupd_s=08%2F22%2F2019&rank=4

[Sukkeralf]

Impressive planning for GSK2857916 - a lot head to head studies

[E_L]

yes, maybe they learned from their Ofatumumab f*** up....

[Helge_LarsenPI-redaktør]

Bergenbio oppe med 25% og stigende.

[Helge_LarsenPI-redaktør]

30%

[Sukkeralf]

Yes but bold to do head to head - they must believe quite strongly in the BCMA ADC

[Sukkeralf]

Nice Helge

[Helge_LarsenPI-redaktør]

Børsstop.

[Bulder]

In none of the studies dara is a combo-partner. Only opponent in dreamm 7. Could be a compo partner in dreamm 10 though.

[Sukkeralf]

Yes a bit strange Bulder - Jan has mentioned several times that the BCMA target could be combined with daratumumab. And looking at daratumumabs position its very strange that they dont partner up

[Bulder]

Maybe they await Janssen to come up with and finance a study.