Genmab — Maj 2020

[GeorgeBest]

AlphaValue raises target price on Genmab
to 1902, but keeps reduce rating

[Bulder]

So according to Landgren guidelines say ok to sc in all indications.

[Helge_LarsenPI-redaktør]

10 minutter til Q&A.

[E_L]

I did not realise Genmab could up the stakes in Camidanlumab. nice option

[henrik48]

Tusind tak til kompetente spørgere og moderator for en glimrende Q&A

[Sukkeralf]

I thought they have rejected that option a while ago

[Helge_LarsenPI-redaktør]

Tusinde tak for alle de skarpe spørgsmål. Desværre tillod tiden ikke at alle blev postet.

[E_L]

i assume they created the option during that decision to not develop with ADC; it will probably come at a price when they want back in?

[GeorgeBest]

Tak for din insats Helge, uden den ville denne fantastiske
mulighed ikke eksistrere. Flot.

[bikube]

Sådan et event her er godt for kursen - ny ATH

[Legolas23]

Tak for et godt Q$A. Skarpe spørgsmål. Jeg sad i bilen og fulgte sporadisk med

[kkjoel]

Yes, tak Helge..
super exiting

[E_L]

nice to hear tfrom BioNtech & CureVac "more to come"

[Bulder]

yes and the combo opportunities with small molecules and epco

[Sukkeralf]

Such a strong engine they have - again most BP must look at that and be envious

[kkjoel]

and hungry maybe...

[kkjoel]

Åh nej, det hedder: super hungry

[E_L]

@Bulder it seems he already knows what the next epco
trial will look like...

[Solsen]

Its a good option on cami-t. I think the antibody conjugate are much better than SGENs Adcetris, which sold for $164 mln in Q120 in north america. BUT safety could be an issue.

[Sukkeralf]

there have been a lot of focus on next generation BTK inhibitors - if ot not with ibrutinib then maybe one of those