Genmab — Februar 2020

[E_L]

" I den forbindelse kommer amerikanske FDA i marts med en afgørelse om et middel, Genmab har udviklet i samarbejde med Novartis." That seems a bit too soon, doesn't it? I expect closer to june? https://www.berlingske.dk/aktier/finanskalender-din-guide-til-de-vigtigste-begivenheder-i-uge-8-0

[Solsen]

That would be a pleasant surprise.

[bibob]

Yes, But bring it in anyway.

[E_L]

[Noma9]

Okay, tak for svar

[Bulder]

I think Berlingske is mixing things up. They can't possibly know that ofa will be approved in March. I think they think of Tepezza, which originally had PDUFA date 8. of March.

[Solsen]

Yes thats surely the case.

[E_L]

yes, that is probably
what they did...

[E_L]

New small trial : Daratumumab, Pomalidomide, and Dexamethasone (DPd) in Relapsed/Refractory Light Chain Amyloidosis Patients Previously Exposed to Daratumumab https://clinicaltrials.gov/ct2/show/NCT04270175

[Bulder]

Vi fik da lige tangeret ATH i 1663,5

[Bulder]

Ny ATH

[transalp]

Der er andre end os der tror på det regnskab .

[Bulder]

Helge, bliver der ingen Q&A?

[Helge_LarsenPI-redaktør]

Det satser jeg på. Kommunikationsmanden Nicolai er på barsel. Andrew har taget over, men er voldsomt ophængt. Vi har således ikke fået en dato endnu. Jeg har prøvet
siden starten af januar at få det på plads.

[E_L]

tell them it is ok to skip the Q&A for 1 time, but only if they guide above $4.5bn

[Sukkeralf]

And the next one for a CD20/CD3 deal or a more broad early pipeline deal

[E_L]

done!

[gentogen]

Har denne været nævnt her? GSK, phase 3: Evaluation of Efficacy and Safety of Belantamab Mafodotin, Bortezomib and Dexamethasone Versus Daratumumab, Bortezomib and Dexamethasone in Participants With Relapsed/Refractory Multiple Myeloma (DREAMM 7). https://clinicaltrials.gov/ct2/show/NCT04246047?term=daratumumab+gsk&draw=2&rank=1

[Bulder]

Vi drøftede den tilbage i august, hvor vi noterede os at dara var opponent og ikke kombi-partner. Men der var mulighed for et DREAMM 10 med GSK's ADC + dara. https://www.gsk.com/en-gb/media/press-releases/gsk-announces-positive-headline-results-from-the-pivotal-dreamm-2-study-for-multiple-myeloma/

[Peter_Panik]

Markedsværdien på Genmab har nu passeret 100 mia. kr. .....så rolig nu. Kan godt være kursen lige skal puste lidt ud.