Genmab — Oktober 2020

Stroka

Sydbank om Darzalex: https://proinvestor.com/boards/87651

Bulder

Har nogen tænk den tanke, at nu hvor Genmab og JnJ er havnet i en voldgiftsstrid, så er et fjendtligt overtagelsesforsøg fra JnJ ikke så utænkeligt - især ikke hvis Genmab vinder striden?

Sukkeralf

Omvendt kan det være Jans mening, at Genmab ikke skal sælges, men når han går på pension, så er der måske andre der tænker anderledes !

Sukkeralf

Spændende hvad der sker med Jans aktie andel, når han en gang ikke er CEO længerere - kan man forestille sig han får en plads i bestyrrelsen.

E_L

@Sukkeralf you were the biggest PD-L1x4-1BB fan here, any thoughts on that early abstract data?

nohope

Lagde engang sag an mod en konkurrent, så kom de og tilbød vi kunne købe dem.Det endte det med, men i det her tilfælde så skulle det så være GEN der købte JnJ.....

Solsen

Jo der er vi ikke endnu...

Solsen

Tror der er større sandsynlighed for at Halozyme bliver opkøbt.

Solsen

Deres teknologi er ved at udløbe på patentet og konkurrenter løber med ordrene. Så de kan blot smide en pose penge efter dem. Så er nøgletallene reddet.

Sukkeralf

E L - I think its hard to mean anything about abstract data as it is under embargo - you know

Sukkeralf

I kind of feel the same as Nordea - efficacy looks promissing but a little worried about the liver tox that was what we needed to avoid so hope that we do not end up in a story like DR5/DR5.

Sukkeralf

But on the other hand Jan have been so optimistic and emphasized the fact that they have been able to dose escalate quickly

GeorgeBest

At least the liver tox was not so serious that FDA put a hold on GEN1046 (what FDA did on DR5/DR5)

Bulder

And all liver issues were grade 3 or less, and grade 3 could be handled with steroids.

GeorgeBest

Maybe a satisfactory efficacy can be reached with rather small doses, and therefore problem might be solved...

Bulder

MTD was not reached.

E_L

ok. my thinking was like Bulder; we knew liver would be point of focus and it seems to be manageable, so i took it as a positive

E_L

to be continued in november...

Sukkeralf

Yes - we need to see more detailed data and fingers crossed until then

Svingtraderen

Genmab: Medwatch, https://medwatch.dk/Medicinal___Biotek/article12492112.ece?utm_source=Feed&utm_medium=latest