Genmab — Januar 2020

[transalp]

Go morgen.

[Helge_LarsenPI-redaktør]

God morgen.

[henrik48]

God middag fra Oman

[Helge_LarsenPI-redaktør]

Just a moment...

(www.proinvestor.com)

[Sukkeralf]

Solsen det var godt nok noget af et peaksale - langt over hvad andre har ikke sandt

[Bulder]

BofA i september om gen3013: We forecast DKK9.8bn ($1.5bn)
2027E peak in-market sales, with a 10% probability to market.

[Bulder]

Den enes død ... Ritzau: Nanoviricides, der har udviklet behandlinger for fugleinfluenza og hiv, stiger i formarkedet med 54,5 pct. til 8,45 dollar.

[Solsen]

Ja JPM er voldsom positiv. 25% uden nærmest at se resultater fra valgt dosis er jo vildt.

[Solsen]

Men potentialet er der for de $5 bn. Men så skal data jo være supersuper gode.

[E_L]

"Only one dose of daratumumab can decrease the amyloidogenic precursor immunoglobulin light chain protein rapidly and can lead to reversal of organ dysfunction in patients with AL amyloidosis" https://www.news-medical.net/news/20200127/Daratumumab-proves-effective-in-patients-with-relapsed-AL-amyloidosis.aspx

[Plimsoller]

God morgen

[Helge_LarsenPI-redaktør]

God morgen.

[Parasitism]

God morgen

[transalp]

Go morgen..

[E_L]

Dr. Shah on Daratumumab-Based Regimens in Frontline Multiple Myeloma https://www.youtube.com/watch?v=nbzuqc5vM5M

[E_L]

Chinese Dara dose escalation study Completed
https://clinicaltrials.gov/ct2/history/NCT02852837?A=24&B=25&C=merged#StudyPageTop

[lahn1]

Mayo Dr. Sikander Ailawadh thinks maybe all MM patients needs two "shots" of CLR 131 before any other treatment. All MM patients receiving a split dosing af 37,5 ml CLR 131 in the ph2 Clover 1 trial had disease control and were progression free for 4 month and 50% with a ORR. Interesting to see if repeat dosing can extend durability. Video with Mayo Dr. from ASH commenting on CLR 131. https://www.youtube.com/watch?v=kHFmsr2_9cU&feature=youtu.be

[Solsen]

Marketcap på $24 mln er ikke meget for CLRB.

[lahn1]

Nej den er ikke ligefrem dyr. Clinical data call 19. feb med nyheder om deres ph2 cLR131 Clover trial. Kan forestille mig de vil teste repeat dosing noget mere end blot de 2 behandlinger i nuværende cohort.

[Bulder]

Ritzau: Den amerikanske hedgefond AQR Capital Management har mindsket sin short-position i Genmab. Fonden har mandag nedbragt sin position til under 0,50 pct., eller nærmere bestemt 324.547 aktier, fra tidligere 0,58 pct.