Genmab — Oktober 2019

[bibob]

God morgen.

[Helge_LarsenPI-redaktør]

Ingen klump i 1.400 denne morgen.

[Stroka]

Den kan komme senere.

[Helge_LarsenPI-redaktør]

Det er lidt elevatoragtigt over kursen i dag med med gentagen "en etage op og en etage ned i".

[E_L]

can somebody then please press Floor 15...?

[E_L]

as it is so quiet; recent Transcript Johnson & Johnson (JNJ) Presents at Morgan Stanley 17th Annual Global Healthcare Conference https://seekingalpha.com/article/4290818-johnson-and-johnson-jnj-presents-morgan-stanley-17th-annual-global-healthcare-conference?part=single

[E_L]

"we are looking to move therapy even before patients have a formal diagnosis of malignancy, and we call this cancer interception. We’re one of the only companies to do a company-sponsored study in premalignant multiple myeloma and smoldering myeloma." JNJ
mentioned smoldering as a top priority also at the May investor day, but it seems to get very little attention. Just like maintenance.

[E_L]

and "We’re also -- and we’ve been doing this for some time, which probably hasn’t been recognized as much as it should, looking at T-cell redirection approaches with CD3 bispecifics."

[Helge_LarsenPI-redaktør]

Great mr. Lift Attendant.

[E_L]

[kkjoel]

Ja, det er jo ikke ligefrem materiale, der egner sig til at fremskynde investeringsdepression...
Perler fra MS JNJ på Global Healthcare Conference, 10.09 (transscript linket til 13:42):

[kkjoel]

1. Peter Lebowitz (Global Therapeutic Area Head Oncology):
   "..we had a number of trials that we presented in different settings of frontline multiple myeloma transplant, non-transplant, new regimens that are coming, and DARZALEX is superior in every one of those. So, combinable with almost every regimen that we’ve tried and now getting established in frontline."

[kkjoel]

2. Scott White (Company Group Chairman, North America Pharmaceuticals):
   "We believe the subcu is going to give us an opportunity to move earlier, to move wider in the audience and we’ll be able to solidify our position in that frontline position."

[Helge_LarsenPI-redaktør]

Faldet kom efter denne her: http://www.proinvestor.com/debat/77238#77241

[Solsen]

Scott White

Yes. From a commercial perspective, we believe the subcu formulation is something that’s going to open up a lot of doors for us, especially in earlier lines of therapy. If you look at DARZALEX, its utilization to market, about 50% is being used in hospitals, half is being used in the community setting. With community doctors, there’s a capacity issue, especially with long infusion times, especially when you’re looking at line 1 and line 2 patients.

[Solsen]

Næppe tvivl om at infusion chairs er et problem, der løses med dara-sc

[Helge_LarsenPI-redaktør]

Man kan ikke være andet end enig i det Solsen.

[Solsen]

Det bliver spændende Helge. Stadig et mysterie hvorfor vi ikke hører til ansøgningens skæbne. Håber ikke vi skal vente med svar indtil PIs Q&A

[Helge_LarsenPI-redaktør]

Jeg regnede det for en hurtig ekspeditionssag.

[Helge_LarsenPI-redaktør]

Har lavet en sub-tråd her: http://www.proinvestor.com/debat/77087#postdiv77242