Genmab — Marts 2020

[bikube]

Talquetamab sounds dangerous for JnJ.

[E_L]

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

[troldmanden]

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

[troldmanden]

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

[GeorgeBest]

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

[troldmanden]

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

[peter12]

Genmab stiger næsten 3% i us ??

[E_L]

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

[E_L]

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

[peter12]

5% something rotten

[Solsen]

1471 dkk lige nu

[E_L]

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?

[E_L]

Sylke Maas (BioNTech):

That is the DuoBody, we are - you refer to PD-L1 4-1BB DuoBody which we are developing in cooperation with our partner Genmab. We are pretty advanced in our dose escalation. So have cleared a number of dose levels which were planned and the data disclosure presentation would definitely include data, referring to safety of different doses, probably also the Phase II dose.

[Solsen]

At what time was this disclosed ? Could this be the reason for the move in US GMAB ?

[E_L]

don't think so, BioNTech SE (NASDAQ:BNTX) Q4 2019 Results Earnings Conference Call March 31, 2020 8:00 AM ET =14.00 here https://seekingalpha.com/article/4335275-biontech-ses-bntx-ceo-ugur-sahin-on-q4-2019-earnings-call-transcript?part=single

[E_L]

could also simply be an american bank upgrading which we will only
hear later....

[JKY_VH]

Hm, sidste gang US stak af fik vi efterfølgende en ordentlig optur i DK. Det må gerne ske igen:-)

[troldmanden]

Det ender nærmest med en oms på 200% over normal. Så der er da godt gang i den....

[GeorgeBest]

Warrant exercise https://ir.genmab.com/news-releases/news-release-details/capital-increase-genmab-result-employee-warrant-exercise-55

[Solsen]

Kommer aftalen nu