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Genmab — November 2019

Planlagt Fastgjort Låst Flyttet Genmab
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  • N Offline
    N Offline
    nsrafk
    wrote on sidst redigeret af
    #901

    sick

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    • BulderB Offline
      BulderB Offline
      Bulder
      wrote on sidst redigeret af
      #902

      Det kan ikke komme bag på nogen - ikke engang markedet - at genmab går efter 50-50 aftaler. Hvis ash viser det imødesete poc for cd3xcd20 vil det nye år formentlig bringe en sådan aftale. Jeg kan ikke se andet end at det vil blive vel modtaget, selv om genmab kommer til at bruge en væsentlig del af sine kontanter til at føre stoffet videre.

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      • BulderB Offline
        BulderB Offline
        Bulder
        wrote on sidst redigeret af
        #903

        Når det sammenholdes med en +4mia guidance i februar, skal 2020 nok starte godt. Men indtil da tror jeg ikke rigtig, der sker det store, med mindre da at nogen ønsker at positionere sig inden situationen opstår.

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        • BulderB Offline
          BulderB Offline
          Bulder
          wrote on sidst redigeret af
          #904

          2½ mia milestenen er stensikker. Den ventes af alle, og vil ikke rykke noget. 3 mia milestenen kommer der først nyt om ved nytår, så det rykker heller ikke noget lige med det første.

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          • P Offline
            P Offline
            Plimsoller
            wrote on sidst redigeret af
            #905

            Der kan jo ligeså godt blive til +10% som det kan blive -10% resten af året.

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            • BulderB Offline
              BulderB Offline
              Bulder
              wrote on sidst redigeret af
              #906

              Jo, og når vi nu ser hvad der sker ovre i AMBU, kan shortinddækning også komme på tale allerede i år.

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              • nohopeN Offline
                nohopeN Offline
                nohope
                wrote on sidst redigeret af
                #907

                Cup with handle - jeg kan godt få øje på håndtaget nu, det sidder desværre ovre på AMBU.

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                • S Offline
                  S Offline
                  Sukkeralf
                  wrote on sidst redigeret af
                  #908

                  ResearchGate - Temporarily Unavailable

                  favicon

                  (www.researchgate.net)

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                  • S Offline
                    S Offline
                    Sukkeralf
                    wrote on sidst redigeret af
                    #909

                    Måske en kommende kandidat hen ad vejen:

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                    • S Offline
                      S Offline
                      Sukkeralf
                      wrote on sidst redigeret af
                      #910

                      Lidt ASH kommentarer - spændende med mulig late breaker for GSKs BCMA ADC

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                      • S Offline
                        S Offline
                        Sukkeralf
                        wrote on sidst redigeret af
                        #911

                        301 Moved Permanently

                        favicon

                        (www.evaluate.com)

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                        • E Offline
                          E Offline
                          E_L
                          wrote on sidst redigeret af
                          #912

                          maybe the full article clarifies a bit
                          http://sci-hub.tw/https://www.tandfonline.com/doi/abs/10.1080/2162402X.2019.1648171?journalCode=koni20 . Or maybe not. 😄

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                          • E Offline
                            E Offline
                            E_L
                            wrote on sidst redigeret af
                            #913

                            it works for me, in Chrome and Internet Explorer ?

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                            • E Offline
                              E Offline
                              E_L
                              wrote on sidst redigeret af
                              #914

                              timing wise it would makes sense as BioNtech and Aduro/BioNovion both partnered with Genmab in 2015? if i am not mistaken...

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                              • E Offline
                                E Offline
                                E_L
                                wrote on sidst redigeret af
                                #915

                                so given recent trials with BioNtech I mean, could be time for Aduro

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                                • E Offline
                                  E Offline
                                  E_L
                                  wrote on sidst redigeret af
                                  #916

                                  “The achievement of starting a Phase I/IIa clinical trial with a product candidate developed in only four years is a validation of our highly productive partnership with Genmab,” said Prof. Ugur Sahin, CEO of BioNTech - RE timing

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                                  • S Offline
                                    S Offline
                                    Sukkeralf
                                    wrote on sidst redigeret af
                                    #917

                                    Aduro and Genmab has terminated their collaboration

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                                    • E Offline
                                      E Offline
                                      E_L
                                      wrote on sidst redigeret af
                                      #918

                                      o really? i missed that...

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                                      • BulderB Offline
                                        BulderB Offline
                                        Bulder
                                        wrote on sidst redigeret af
                                        #919

                                        Sukker, hvad mener du om den bispecifikke car-t - bcma x cd38. Jacob Plieth nævner den ikke. Men Usmani er begejstret. https://ash.confex.com/ash/2019/webprogram/Paper130340.html

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                                        • S Offline
                                          S Offline
                                          Sukkeralf
                                          wrote on sidst redigeret af
                                          #920

                                          This collaboration was
                                          terminated in the fourth quarter of 2018.

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