Genmab — November 2020

JørgenVarnæs

33k warrants udnyttet til under kurs 100 - mon ikke vi kommer til at se noget skattedrevet udsalg i løbet af dagen i dag?

AaBforever

Tror jeg...ny dag truer..

E_L

BioNTech SE (BNTX) Q3 2020 Earnings Call Transcript https://www.fool.com/earnings/call-transcripts/2020/11/11/biontech-se-bntx-q3-2020-earnings-call-transcript/

E_L

worth having a look, a bit more on GEN1046 as i had expected -BNT311

E_L

so it was at the press briefing of
SITC yesterday

E_L

data was only three months median follow-up, putting more perspective on how early the data really is and why they are pleased with it

E_L

"Conditional activation of 4-1BB is crucial as clinical development of 4-1BB agonist has been hampered by severe liver toxicity." and later on "the reason for reduced liver toxicity is the conditional binding mechanism to 4-1BB, which means that the antibody has to be bound to PD-L1 in order to be able to bind to 4-1BB by a confirmational change"

E_L

that clarifies the liver tox issue a bit better to me, or should i say, the reason they expect less toxicity

GeorgeBest

Great E L

Bulder

Good, thx E L

Bulder

Our Genmab colleagues and we are considering these results as encouraging.

JørgenVarnæs

Nice one EL - definitely a thing to watch closely

E_L

I was a bit surprised by the low Ph 2 dose though? "what dose was selected for dose expansion for 1046 or 311 in non-small cell, please? -> The second question was what our recommended Phase 2 dose is. This will be 100 milligrams."

E_L

(given that the maximum tolerated dose was not even reached at 1200mg)

JørgenVarnæs

Something is amiss

DevOp

Looks like the doses reaching response in NSCLC are pretty low compared to the other types

Solsen

Jeg tror vi bliver meget klogere på CMD. En PR i triple negative breast cancer er interessant. At to af tre PR i NSCLC skulle være refrac PD-L1 er heller ikke uvæsentligt.

GeorgeBest

BionTech er nu Europas største biotech selskab. Biontech markedsværdi er USD 26bn mod Genmabs USD 23bn...

E_L

nice try BioNTech , let's see how long they'll last; Galapagos tried to overtake us once, and we all know how that ended

GeorgeBest