Genmab — Maj 2020

[Raun]

Må indrømme at jeg er blevet ramt af højdeskræk!..... Er det ikke lige i overkanten at Genmab er ikke mindre end 130 milliarder værd og handles med en P/E værdi over de 60?

[Solsen]

Jo, men flere må mene den er det værd. Analytikerne er sat af.

[Solsen]

Omsætningstallene har ikke været imponerende, når man tænker på det niveau vi er kommet i. Så sikkert let at rykke lindt rundt med. Men short tror ikke man sætter lige nu i større stil.

[E_L]

Revisiting the Myeloma Landscape – Insights from a Doc Survey ... BofA https://www.investorvillage.com/smbd.asp?mb=4235&mn=2773&pt=msg&mid=20712988

[E_L]

the Firesidede chat fra JNJ which @Sukkeralf linked to (in the middle of the night???) is now available

[Sukkeralf]

Did he say 2 more BsAbs starting in clinic by the end of the year (8:30) - not sure they are DuoBodies but that would be extremely nice

[Sukkeralf]

if it is

[StockBull]

ser ikke nogen prop i 1979 nu ca. 400 aktier til salg op til 1981

[StockBull]

356 nu

[StockBull]

så rykkede vi over 1980

[StockBull]

vi skal over 2100 i ugens løb hvis markedet er positivt kommende 3 dage

[StockBull]

partnerdealen rykker os over 2300 inden ASCO

[StockBull]

så blev den sku banket ned igen til 1976. Tror det er en fælde for at fravriste nervøse genmab fold deres billige aktier

[E_L]

@14:24 also heard have already 5 in the clinic, but i think he was pointing at CD3 redirectors (i believe we 6 duobodies?) and 2 more by the end of the year, but he did not say if these are DuoBody

[E_L]

teclistamab ; mentioned tox profile very favourable (no grade 3 or 4) - response rate at least 69% -and importantly,
improving over time

[E_L]

Dara -more at EHA/ASH -SC critically important -next generation combinations, incl comb with CD3 redirectors -we will be building on Darzalex with new regimens with more therapeutics coming

[E_L]

Solids: Amivantamab -really excited about mechanism -many bispecifics have not been successful; this one clearly very active -degrades egfr receptor so that it can't act -also degrades cmet receptor which is often activated and amplified in NSCLC -enahced ADCC so it brings an immune killing component -so mulitple ways in going after the tumor

[E_L]

-we believe there are other areas where this AB can work beyond exon-20

[E_L]

-patients post platinum chemo, so already had most active regiment the can get

[E_L]

ORR 41% with 10month median duration , so this is really strong data