Genmab — August 2020

[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

[Sukkeralf]

Spændende hvad PD-L1/4-1BB kan give hos analytikerne, hvis de preliminære data ser lovende ud. Kæmpe marked men tidligt stadie...........men data før CMD, så det bliver usandsynligt spændende

[Stroka]

"Genmabs partner Novartis vil formentlig hurtigt kunne løfte salget af Ofatumumab til behandling af multipel sklerose med tilbagefald. Det vurderer Genmabs topchef, Jan van der Winkel, der regner med, at markedsføringstilladelsen i USA snart kommer i hus.

Oprindeligt ventede Novartis en tilbagemelding fra den amerikanske lægemiddelstyrelse, FDA, i juni, men det blev udskudt til september, hvilket ifølge Jan van de Winkels oplysninger skyldes travlhed hos styrelsen.

[Stroka]

Han peger på, at midlet er henvendt til multipel sklerose med tilbagefald, RMS, der udgør omkring 85 pct. af det samlede marked for sklerose på over 20 mia. dollar.

Selve godkendelsen kan ifølge Jan van de Winkel komme ganske snart, selv om FDA først har deadline i september.

• Jeg tror ærligt talt, at vi vil se den meget tidligere end september, lyder det.

[Stroka]

• Jeg er vanvittigt stolt af de tre stoffer, vi har skabt, som er på markedet. Det ene Darzalex er tredobbelt blockbuster og på vej til at blive firedobbelt blockbuster. Det andet Ofatumumab, vil blive blockbuster meget snart i RMS, og så er der Tepezza, der er årsagen til at vi opjusterer, og som markedsføres af Horizon, siger Jan van de Winkel.

Det amerikanske medicinalselskab løftede i sidste uge sine forventningerne til salget af Tepezza til 650 mio. dollar i 2020 fra 200 mio. dollar.