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Genmab — November 2020

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • S Offline
    S Offline
    Sukkeralf
    wrote on sidst redigeret af
    #269

    Nice

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    • SolsenS Offline
      SolsenS Offline
      Solsen
      wrote on sidst redigeret af
      #270

      Spændende hvornår readout kan blive.

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      • BulderB Offline
        BulderB Offline
        Bulder
        wrote on sidst redigeret af
        #271

        Det er ikke på ct endnu. så vidt jeg kan se

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        • SolsenS Offline
          SolsenS Offline
          Solsen
          wrote on sidst redigeret af
          #272

          Nej de holder kortene tæt til kroppen.

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          • E Offline
            E Offline
            E_L
            wrote on sidst redigeret af
            #273

            😄 "5/11 09:29
            af Solsen
            Imponerende stigning uden reelle nyheder 😉 " already had to laugh about that this morning and still laughing 😉

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            • BulderB Offline
              BulderB Offline
              Bulder
              wrote on sidst redigeret af
              #274

              There are two kinds of news: News and real news

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              • SolsenS Offline
                SolsenS Offline
                Solsen
                wrote on sidst redigeret af
                #275

                Actually I mean it. No hardcore data have been released in Q3 report.

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                • E Offline
                  E Offline
                  E_L
                  wrote on sidst redigeret af
                  #276

                  wat about all the ASH abstracts? 12% market share Dara line1 and increases in all other lines? €80mn euro (paper) profit on curevac investment? 2 new antibodies in the clinic we didn't know about?
                  just to name a few things

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                  • E Offline
                    E Offline
                    E_L
                    wrote on sidst redigeret af
                    #277

                    the 2nd PhIII Amivantamab trial also starts recruiting. Still waiting for that milestone... https://clinicaltrials.gov/ct2/history/NCT04538664?A=3&B=4&C=merged#StudyPageTop

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                    • SolsenS Offline
                      SolsenS Offline
                      Solsen
                      wrote on sidst redigeret af
                      #278

                      We dont need discuss the issue 🙂

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                      • E Offline
                        E Offline
                        E_L
                        wrote on sidst redigeret af
                        #279

                        lol. there may have been many more things, but unfortunately nobody could understand Judith 😉

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                        • SolsenS Offline
                          SolsenS Offline
                          Solsen
                          wrote on sidst redigeret af
                          #280

                          I still belive in what I wrote. Next week perhaps hardcore data could help me...

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                          • S Offline
                            S Offline
                            Sukkeralf
                            wrote on sidst redigeret af
                            #281

                            E L 2 new antibodies - is it the Janssen one and hexaCD38 or have I missed something?

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                            • E Offline
                              E Offline
                              E_L
                              wrote on sidst redigeret af
                              #282

                              17:25 and 17:32 yesterday, 1 JNJ, 1 Amgen

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                              • E Offline
                                E Offline
                                E_L
                                wrote on sidst redigeret af
                                #283

                                Oral Cami at ASH - 474 Preliminary Results of a Phase 2 Study of Camidanlumab Tesirine (Cami), a Novel Pyrrolobenzodiazepine-Based Antibody-Drug Conjugate, in Patients with Relapsed or Refractory Hodgkin Lymphoma - https://ash.confex.com/ash/2020/webprogram/Paper137451.html

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                                • E Offline
                                  E Offline
                                  E_L
                                  wrote on sidst redigeret af
                                  #284

                                  ADCT have 6 abstracts on Cami...

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                                  • S Offline
                                    S Offline
                                    Sukkeralf
                                    wrote on sidst redigeret af
                                    #285

                                    E L - okay so old antobody in two new trials

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                                    • SEACOPS Offline
                                      SEACOPS Offline
                                      SEACOP
                                      wrote on sidst redigeret af
                                      #286

                                      Danske Bank 5/11: "Valuation and estimate changes. Our updated SoTP points to a fair value of DKK2,467 (DKK2,306) per share. Adjustments reflect higher estimates/value for Tepezza, epocoritamab and GEN1046. We still include 50% probability of losing the daratumumab arbitrage dispute, which would have ~DKK200/share impact."

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                                      • E Offline
                                        E Offline
                                        E_L
                                        wrote on sidst redigeret af
                                        #287

                                        the JNJ is new isn't it? (and to me the other one as well 😉
                                        )

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                                        • E Offline
                                          E Offline
                                          E_L
                                          wrote on sidst redigeret af
                                          #288

                                          not sure what the JNJ is targeting; we have the other one for prostate cancer that is PSMAxCD3

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                                          0

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