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Genmab — Marts 2020

Planlagt Fastgjort Låst Flyttet Genmab
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  • M Offline
    M Offline
    Mogan
    wrote on sidst redigeret af
    #1434

    På virtuelle konferencer reduceres tingene hurtigt til individ-niveau. I de fysiske set-up opstår ofte gruppe- og organisationsdynamikker - som er større end det, som forgår mellem individer. Disse dynamikker
    viser og signalerer ofte større retnings- og stemningsangivelser, som viser sig at være et rigtigere udtryk for for "noget". Det ses sjældent blandt en individ-tilgang. Derfor er virtuelle konferencer gode, men kan ikke måle sig med de fysiske.

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

      Just a moment...

      favicon

      (www.firstwordpharma.com)

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

        BioNTech bekræfter hvad GEnmab allerede har sagt, at der kommer data fra PD-L1/4-1BB

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

          BNT311 – BioNTech now expects to provide a data update from the Phase 1/2 trial in multiple solid tumors (PD-L1x4-1BB) in 2H 2020, ahead of our previous 1H 2021 expectations.

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          • E Offline
            E Offline
            E_L
            wrote on sidst redigeret af
            #1438

            good to get that confirmed. I think we should be very happy that the most important Dara trials have already led to approvals, also the SC trial has shown enough results for approval, i see quite a few firms delaying trials...

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            • G Offline
              G Offline
              GeorgeBest
              wrote on sidst redigeret af
              #1439

              I hope we don't get delays to epcotitamab. We need to catch up with Roche!

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              • E Offline
                E Offline
                E_L
                wrote on sidst redigeret af
                #1440

                yes... unfortunately Genmab does not really update the clinical trials info to reflect progress...

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                • E Offline
                  E Offline
                  E_L
                  wrote on sidst redigeret af
                  #1441

                  JNJ does, and they named 2 new JNJ babies with, as usual, some very easy names... JNJ-64407564 Talquetamab and JNJ-64007957 Teclistamab https://clinicaltrials.gov/ct2/history/NCT04108195?A=5&B=6&C=merged#StudyPageTop

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                  • B Offline
                    B Offline
                    bikube
                    wrote on sidst redigeret af
                    #1442

                    Talquetamab sounds dangerous for JnJ.

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                    • E Offline
                      E Offline
                      E_L
                      wrote on sidst redigeret af
                      #1443

                      haha, good one, i had to think first what does he mean 😉

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                      • troldmandenT Offline
                        troldmandenT Offline
                        troldmanden
                        wrote on sidst redigeret af
                        #1444

                        Det er desværre nok ret sandsynligt at epcotitamab bliver fanget i alt det her og at nye studier derfor bliver forsinket

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                        • troldmandenT Offline
                          troldmandenT Offline
                          troldmanden
                          wrote on sidst redigeret af
                          #1445

                          Mange allerede aktive studier bliver jo også forsinket fordi indrullering går kraftigt ned i hastighed. Og at det kan blive svært for nogle patienter der allerede er indrulleret at få de nødvendige follow up

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                          • G Offline
                            G Offline
                            GeorgeBest
                            wrote on sidst redigeret af
                            #1446

                            Hvis Roche bliver tilsvarende forsinket, så er det ikke så slemt

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                            • troldmandenT Offline
                              troldmandenT Offline
                              troldmanden
                              wrote on sidst redigeret af
                              #1447

                              Det kommer lidt an på hvorhenne man er i cyklus. Hvis studie er færdi og man blot skal fortage dataanalyse (tager 2-4 mdr) og efterfølgende igang med at designe nye studier, så bliver man ikke ret meget ramt. Men hvis man stort set er færdig med at designe et studie og skal til at i gang så bliver man ramt

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                              • P Offline
                                P Offline
                                peter12
                                wrote on sidst redigeret af
                                #1448

                                Genmab stiger næsten 3% i us ??

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                                • E Offline
                                  E Offline
                                  E_L
                                  wrote on sidst redigeret af
                                  #1449

                                  it is month end and quarter end, maybe that needs a bit of buying / rebalancing, don't see anything else

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                                  • E Offline
                                    E Offline
                                    E_L
                                    wrote on sidst redigeret af
                                    #1450

                                    yes... i had actually expected some warrant exercises one of these days which as we know can sometimes give a bit of downward pressure

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                                    • P Offline
                                      P Offline
                                      peter12
                                      wrote on sidst redigeret af
                                      #1451

                                      5% something rotten 😉

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                                      • SolsenS Offline
                                        SolsenS Offline
                                        Solsen
                                        wrote on sidst redigeret af
                                        #1452

                                        1471 dkk lige nu 🙂

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                                        • E Offline
                                          E Offline
                                          E_L
                                          wrote on sidst redigeret af
                                          #1453

                                          Q: could you just give us a sense of where you are in terms of dose escalation for BNT311 and how much data we should maybe expect in the second half of this year?

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