Genmab — December 2019

[bibob]

Ja, der var jo ikke noget på ASH der kunne forskrække nogen. Tvært imod.

[Solsen]

Vigtigst er dog at dara cementerede sin position og bl.a. viste at OS også forbedres med den som partner.

[bibob]

Ja, de er svære at komme udenom.

[E_L]

You know, we are all so convinced of Dara that we don't easily get impressed anymore, we sort of expect everyting will be great... But Dara really delivered again this ASH, much more as i thought before actually. If you look at all the expert comments, there is huge enthusiasm again

[bibob]

Ifm. DNB's sænkning har de samtidig hævet kursmålet til 1685 fra 1630.

[Solsen]

The drug is a huge success that we only could have dreamed of.

[Solsen]

With that we sleep all night.

[DevOp]

If the gradual release of the sc version of cd3xcd20 means a reduced risk of CRS and Gen's cd2xcd20 also has stronger potency than the competition - what's not to like

[Helge_LarsenPI-redaktør]

E L. I agree. I was blown away by all the amazing tweets about daratumab on Monday evening and night. They came from many of the leading experts in MM.

[Solsen]

Roches drug has only 1,1% grade 3 in CRS. Only one pts in Genmabs drug and they are byond.

[JKY_VH]

det skulle da lige være eksekvering ift partneraftale DevOp

[Solsen]

So that could be close and we dont se responses like Roches drug yet. But it can come.

[Solsen]

Iam not pessimist. But its not s homerun.

[Helge_LarsenPI-redaktør]

wsj.com

(www.wsj.com)

[mollegade]

Genmabs børsværdi ligger marginalt over 100 milliarder dkk, ikke sandt? Det er i så fald ca. 6 gange mere end de to handler, vi har set de sidste par dage. Men spændende med opkøb

[E_L]

https://twitter.com/SLentzsch/status/1204420825442668544

[bibob]

God morgen.

[DevOp]

God morgen! skal vi så ha' noget julerally...

[DevOp]

@JKY_VH: Fuldstændig enig, vi har ventet i efterhånden meget lang tid på en ny partneraftale. Det kunne godt se ud til, at vi skal et godt stykke ind i fase II for at BP bider på en 50/50 aftale. Men hellere det end en 10/90 eller en 20/80 aftale...

[transalp]

Go morgen..