Genmab — Juni 2020

[E_L]

i think the bar is low for Tiso, listening to SGEN yesterday, even though he didn't say exactly what they were hoping for

[Mcjean]

Dont think they will be that good, but no other drugs in market there help patients, so and easy entry but for a patient point of view its not that good.

[gentogen]

Pembrolizumab blev godkendt med 14% ORR

[gentogen]

SGEN nævnte, hvis jeg hørte rigtigt, et endnu lavere tal for en anden godkendelse,

[GeorgeBest]

They will be happy with 20% and 6 month duration

[Mcjean]

med lidt helt sniger de sig op på 20-25

[E_L]

yes, that is sort of the feeling i have

[GeorgeBest]

But it seemes they are excited for combination possibilities en 1. and 2. line + other indications also investigated now

[Solsen]

Yes the combo data could change all. And yes the bar is very low in cervical, unfortunately.

[GeorgeBest]

I think ovarian and colorectal cancer was mentioned as other indications

[Sukkeralf]

We also need to get a better feel for solid tumour because its just so much more difficult to treat the blood cancers

[henrik48]

Intet med Genmab at gøre - blot en lille advarsel om at Microsoft har en stor opgradering og den tager laaaang tid at installere...fortsat god dag..:-)

[Sukkeralf]

I the sound in the fireside chat also quite bad when you listen?

[Bulder]

Det var ikke til at holde ud at høre på. konstante udfald og "hakker".

[Sukkeralf]

nej jeg gad heller ikke efter 2 minutter

[GeorgeBest]

det bliver bedre senere

[E_L]

if you skip the first few minutes, sound is fine indeed. Looking forward to Goldman's price target

[E_L]

Mateos on Teclistamab
https://www.youtube.com/watch?v=KNMafm48B6w

[Bulder]

Lød godt vedr dara-salg. Softness i april og derefter stabilisering og vækst i maj.

[E_L]

"They are not fooling around..." I said earlier: