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Genmab — Oktober 2019

Planlagt Fastgjort Låst Flyttet Genmab
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  • E Offline
    E Offline
    E_L
    wrote on sidst redigeret af
    #1429

    thks GB and to add from the transcript: Q: So, you mentioned the upcoming trial results for the TV study in cervical cancer from the - TV-204 trial. Can you just remind us of sort of expectations for what are the clinical bars here in terms of efficacy for approvability?

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    • E Offline
      E Offline
      E_L
      wrote on sidst redigeret af
      #1430

      Clay Siegall

      There is a lot there and maybe I'll give you a few comments, but Roger can also follow up. And if you look at relapsed cervical cancer, it's a grim prognosis, no one survives this. This is bad, and despite Carticel and vaccines. Not everyone gets vaccine across the globe and in the U.S. and so there is still unfortunately a need for therapies for relapsed cervical cancer.

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      • E Offline
        E Offline
        E_L
        wrote on sidst redigeret af
        #1431

        And if you look at perhaps the most recent approval in cervical cancer, it was pembro and PD-1 high-expressers with a 14, that's 14% response rate, but they were durable responses. And if you look at chemotherapy that has been used in a lot of publications, there are, I would say the range is probably somewhere between 8% and maybe 16%, 17%

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        • E Offline
          E Offline
          E_L
          wrote on sidst redigeret af
          #1432

          response rate sometimes with durations that are tiny measured in two months of duration whereas with a checkpoint you can get a year or so of duration, which is likely why it got approval, even with the de minimis response rate because it had duration.

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          • E Offline
            E Offline
            E_L
            wrote on sidst redigeret af
            #1433

            So, I think those maybe can help you give you some landmarks of what's out there and clearly we want to do well by patients and have the best response we can have with single agent, look at this in future in combination. Roger, do you have any color that you want to add beyond that?

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            • E Offline
              E Offline
              E_L
              wrote on sidst redigeret af
              #1434

              Roger Dansey

              No, Clay I agree with your comment that the bar is set by historical precedent and we need to wait for the TV results to see how they match up.

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              • S Offline
                S Offline
                Sukkeralf
                wrote on sidst redigeret af
                #1435

                Thanks GB and E L

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                • S Offline
                  S Offline
                  Sukkeralf
                  wrote on sidst redigeret af
                  #1436

                  From Q2 CC Jan said this:We also watching the landscape very, very carefully for next-generation technologies, which we think would complement our technology base, Emily. And of course, with the cash now on the bank, we actually -- we can actually move very swiftly and very quickly to actually broaden the technology base of the company, both product-wise and technology-wise. And you'll see examples of each one of those in the coming time, I believe

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                  • S Offline
                    S Offline
                    Sukkeralf
                    wrote on sidst redigeret af
                    #1437

                    We have had the Tempus deal so what is next ?

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                    • S Offline
                      S Offline
                      Sukkeralf
                      wrote on sidst redigeret af
                      #1438

                      1451 - mon der er noget på vej

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                      • M Offline
                        M Offline
                        Mcjean
                        wrote on sidst redigeret af
                        #1439

                        yep

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                        • M Offline
                          M Offline
                          Mcjean
                          wrote on sidst redigeret af
                          #1440

                          regnskab!

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                          • BulderB Offline
                            BulderB Offline
                            Bulder
                            wrote on sidst redigeret af
                            #1441

                            Det eneste jeg rigtigt kan forestille mig kunne sive på forhånd er Andromeda-data.

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                            • S Offline
                              S Offline
                              Sukkeralf
                              wrote on sidst redigeret af
                              #1442

                              Der har jeg det nok liddt sådan, at jeg frygter Jan har været for optimistisk, at interim data først kommer næste år - men det var præcist noget sådan der kunne drive kursen

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                              • B Offline
                                B Offline
                                Bella1
                                wrote on sidst redigeret af
                                #1443

                                Tidligere på året var der en i tråden som "spåede" at Genmab ville ende i toppen af C25 ved årets udgang - noget tyder på at vedkommende får ret 🙂

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                                • Helge_LarsenPI-redaktørH Offline
                                  Helge_LarsenPI-redaktørH Offline
                                  Helge_LarsenPI-redaktør
                                  wrote on sidst redigeret af
                                  #1444

                                  Spørgsmål til Q&A er meget velkommen allerede nu. 🙂

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                                  • J Offline
                                    J Offline
                                    JKY_VH
                                    wrote on sidst redigeret af
                                    #1445

                                    Du er vel for ubeskeden til at afsløre, hvem det var Bella1:-)

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                                    • B Offline
                                      B Offline
                                      Bella1
                                      wrote on sidst redigeret af
                                      #1446

                                      Husker det ikke. Forleden sendte fruen mig ned efter min ugentlige Emmenthaler, - "det ka´du godt huske selv?", så jeg tøffede ned til købmanden og bad om min Altzheimer. Købmanden: "De mener Deres Emmenthaler?, nej-nej, svarede jeg, - Emmenthaler er jo det jeg fejler!" 🙂

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                                      • J Offline
                                        J Offline
                                        JKY_VH
                                        wrote on sidst redigeret af
                                        #1447

                                        😄

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                                        • R Offline
                                          R Offline
                                          runek
                                          wrote on sidst redigeret af
                                          #1448

                                          Så lige en nyhed fra Y-mabs. Er der nogen som har aktier i det selskab? Stifter af genmab har vist startet det. Tror de laver meget af det samme.

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