Genmab — Marts 2020

E_L

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

E_L

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

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....