Genmab — April 2020

[bibob]

E L. 07.52. I think you are right. - Submitted : February 13 . 2020. - Revision received : March 31. 2020. - Accepted: April 3. 2020.

[E_L]

ok, correct. also just checked with Genmab presentation. So that is really summer 2019 data i guess. Time for an ASCO update

[Sukkeralf]

ASCO could be huge for Genmab this year

[E_L]

i was wondering about that last weekend, probably a lot of various Dara regime updates? why do you think it would be huge?

[Bulder]

Don't forget tak-079.

[Sukkeralf]

hopefully dara in amyloidosis and if we are lucky also tisotumab vedotin and further updates on epcoritamab

[E_L]

yes, i was thinking the same. amyloidosis would even be a disappointment if it wouldn't be there . we'll get some insight next week.

[Sukkeralf]

Hopefully updates on JNJ Duobodies - at least JNJ61186372 would be nice

[Sukkeralf]

If they are going to file this year - maybe data at ESMO is more likely

[Bulder]

Ritzau: Sanofi skriver i regnskabet, at omkring halvdelen af væksten i første kvartal skyldes virusudbruddet, der har medvirket til, at distributionsled og patienter har opbygget ekstra forråd af medicin. - Kan måske få betydning for forbigående flotte salgstal for dara?

[E_L]

it is possible. But I can't remember JNJ mentioning it in their Q1. What do you think of 08:16, you have called for home infusion for a while...

[Bulder]

Min pointe er, at vi ikke skal falde i svime over eventuelle høje recept/salgs-tal i den kommende tid. Det kan være hamstring.

[Bulder]

Well, Winkel has ruled out home infusion. He says it has to take place in a clinic. But with sc after the first couple of infusions when observation is no longer needed, it could be a possibility. I don't know if they have home-nurses in US like we have it in DK.

[E_L]

i agree with you. it surprised me even more that these insurance companies were talking about IV. strange.

[Legolas23]

Darzalex SC skulle godkendes i q2. Det kunne være et godt vindue op til ASCO.

[Bulder]

Senest 12/5

[Bulder]

Hvis ikke fda er forsinket

[StockBull]

Johnson & Johnson finder produktionspartner til mulig coronavaccine

Amerikansk kontraktproducent skal i første omgang producere en mulig coronavaccine fra Johnson & Johnson.

(medwatch.dk)

[GeorgeBest]

Så har AlphaValue iflg. Bloomberg 23.04.2020 ændret sin anbefaling til reduce og ny målkurs på 1687.

[Sukkeralf]

Just a moment...

(www.firstwordpharma.com)