Genmab — November 2020

[Solsen]

My concerns are not safety. Just that GEN1046 expectations were high but dataset was very small and to small to make the molecule shine.

[Solsen]

Epco shines and ASH will be very exciting.

[Solsen]

We need to wait until 2021 to se the value in GEN1046.

[GeorgeBest]

This year have been buy on rumours - sell on facts. Jan pumped up the expectations in spring, mainly regarding the epco deal. And they delivered as promissed. But the marked took everything in advance. But there have been one big negative lately. The JNJ arbitragion has at least cost 10% on the stock price. So hindsight is +50% for me fantastic

[GeorgeBest]

And yes, epco will shine at ASH

[Klarussen]

Vil Corona i væsentlig grad forsinke kliniske forsøg? Bla. Lars Tvede spår velargumenteret et forventet væsentligt fald i dollarkursen de kommende år, vel også en faktor der bør overvejes og som kan koste på bundlinjen.

[MarsFars]

Tro på casen og bliv i aktien. Tvivl på aktien og sælg. Tro du kan slå markedet og køb og sælg på udsving.

[Helge_LarsenPI-redaktør]

God morgen.

[Plimsoller]

God morgen

[transalp]

Go morgen..

[Helge_LarsenPI-redaktør]

Medwatch: https://medwatch.dk/Medicinal___Biotek/article12566973.ece

[Helge_LarsenPI-redaktør]

Warren Buffet køber ind i Abbvie. https://medwatch.dk/Medicinal___Biotek/article12567107.ece

[deleted-user]

Vil gerne bekendtgøre at Warren B. og jeg, ser frem til ASH i december. Vi har store forventninger til Epco updates

[E_L]

'Next-Gen' Immunotherapy Active in Advanced Cancers
— Disease control in two-thirds of patients treated with bispecific antibody https://www.medpagetoday.com/meetingcoverage/sitc/89709

[AaBforever]

Jeps...vi kunne godt snart bruge nogle nyheder/data der sparker rø.!

[Bulder]

So to put it short: "We found it quite interesting that in this heavily pretreated population, about 65% of the patients attained stable disease or response," said Melero. "quite interesting", not a phrase Winkel would have used.

[bibob]

OncLive : AL- amyloidosis. https://www.onclive.com/view/eu-approval-sought-for-subcutaneous-daratumumab-in-light-chain-amyloidosis?utm_source=sfmc&utm_medium=email&utm_campaign=11-16-20_ GEN-19-OGD0709 _OncLiveSS_ HemOnc CC eNews_Venclexta,Genentech1_NON_US_Send&eKey=amFuYm9ydXAxOTc4QGdtYWlsLmNvbQ==

[E_L]

DIB • NYHEDER
Genmab: Vi er kun lige ved begyndelsen https://www.danskindustri.dk/di-business/arkiv/nyheder/2020/11/genmab-vi-er-kun-lige-ved-begyndelsen/

[Solsen]

Sagde Winkel ikke i får, at FDA processen forventeligt kører hurtigere i fremtiden og at Amyloidosis (måske en anden ansøgning med dara) er vel i vej og hurtigere end normalt. Pointen er at fra processen med forsøg starter til godkendelse bliver kortere i fremtiden. Jeg tror ikke, at vi skal vente til 2024 med at epco er i markedet.

[Solsen]

..i går...