Genmab — August 2020

[E_L]

a bit surprised none of the analysts asked about any of the JNJ duobodies. or on a decision on Camidanlumab for that matter.

[Solsen]

Camidanlumab is realy a dark horse. Must be difficult for Genmab to choose. I will not be surprices if they step in on the option.

[E_L]

i actually thought they had until about mid august to decide, but maybe due to Covid or the trial hold they have more time to decide

[E_L]

i think ADCT has results next week, maybe we hear something about it

[Solsen]

FDA has lifted the hold on the pivotal study with ADCT-301. And ADCT-301 are also evaluated in solid cancers. Surely there is a good effect in blod cancers !

[Bulder]

Good thing that we have the Q&A just to fill out the holes after the analysts.

[E_L]

yes, i know they lifted the hold, but as the decisioin will be data dependent , due may have been given more time to decide due to that hold?

[E_L]

anyway, give the huge pipeline they now have, they have the privilige to be picky; which imo means that IF they choose to increase %, it also means there is serious potential ?

[Solsen]

JW told us at the latest PI Q&A that they havent seen data yet. More questions.

[Solsen]

Omsat under 100.000 aktier og Genmab er steget 66 kr

[E_L]

we should ask for Judith to do all future calls

[Sukkeralf]

Judith mentioned that they had seen efficacy in ovarian cancer (phase I) - was that new ?

[E_L]

yea, maybe we should read something into that comment, i mean , we know they started it in ovarian, but i can not remember them giving us any colour on it like she just did

[Sukkeralf]

Did they start in ovarian.......or was it here the preclinical data where the best dut they was affraid of bleeding issues so they started with cervical ?

[Sukkeralf]

were and but

[Helge_LarsenPI-redaktør]

Nye kursmåel: https://www.proinvestor.com/boards/85768

[Bulder]

Det er opløftende at hun ser POC i TF som target. Nu skal vi bare have AXL med på vognen også.

[peter12]

Best response was in bladder but seen had a similar drug ? Bleeding was pancreatic ? Ovarian also had good response as far I remember

[peter12]

seen = sgen

[Sukkeralf]

Peter I think you´re right - thanks