Genmab — Juni 2020

[E_L]

that would be almost dkk180 on Genmab? that seems a bit excessive?

[E_L]

@bikube yes, but that is not relevant in this calculation

[Mcjean]

Ok then Nordea will raise 15 kr. i think and DB and jyske will follow with a whopping 20 kr.

[E_L]

they valued it at 200 and raise it to 210; so they raise the value by $10 per share based on TV

[Mcjean]

Maybe im too optimistic!

[E_L]

we finally had nohope convinced of exponential growth and now you are starting
?!?!

[E_L]

Genmab, Seattle Genetics eye FDA filing for new cancer med after latest data drop https://www.fiercebiotech.com/biotech/genmab-seattle-genetics-eye-fda-filing-after-seeing-cancer-data

[E_L]

actually, guggenheim upgrades by 136dkk and BG by 150 so that calculation is in line really

[E_L]

Seattle Genetics, Genmab turn on TV for a highlight reel in cervical cancer — but a rival biotech promises a better show https://endpts.com/seattle-genetics-genmab-turn-on-tv-for-a-highlight-reel-in-cervical-cancer-but-a-rival-biotech-promises-a-better-show/

[E_L]

So Leering forecast peak worldwide sales of ~$1.7bn

[E_L]

Cowen $700 million

[E_L]

Oppenheimer https://twitter.com/Quantumup1/status/1277936258254360576/photo/1

[GeorgeBest]

E L 14:10 - who is the rival biotech?

[E_L]

Iovance

[GeorgeBest]

OK thanks, the one we discussed this morning...

[E_L]

yes, it also mentions -
Baird’s [analyst] Madhu Kumar remains a big TIL fan, but he sees some room for both of these drugs in turn.

[E_L]

SVB Leerink’s Andrew Berens, meanwhile, wants to see how a combo with Keytruda could work out.

[E_L]

Importantly, we think TV could be combined with Keytruda as a key strategy going forward, which would expand Keytruda’s therapeutic reach beyond its currently approved label for PD-L1+ cervical cancer patients.

[Bulder]

Yes, that's the real interesting thing. They have combos with pembro both in 1. and 2. line in InnovaTV205. We'll know more next spring. The important thing about the news yesterday is that we got confirmed the efficacy of TV mono.

[Bulder]

Just like Sirius with dara mono way back was important. But today we only talk about the combos in MM.