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Genmab — December 2020

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • E Offline
    E Offline
    E_L
    wrote on sidst redigeret af
    #207

    great data for both and Andromeda and Pleiades data for Dara today was also very good and well received. More tomorrow!

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    • Helge_LarsenPI-redaktørH Offline
      Helge_LarsenPI-redaktørH Offline
      Helge_LarsenPI-redaktør
      wrote on sidst redigeret af
      #208

      GB&E L. Tusinde tak for fantastisk info. 🙂

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      • SolsenS Offline
        SolsenS Offline
        Solsen
        wrote on sidst redigeret af
        #209

        JNJ skal have en stor “pipeline” til at sende penge til Genmab igennem 😉

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        • SolsenS Offline
          SolsenS Offline
          Solsen
          wrote on sidst redigeret af
          #210

          Regeneron blander sig også https://finance.yahoo.com/news/regenerons-bcmaxcd3-bispecific-antibody-regn5458-220000380.html

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          • E Offline
            E Offline
            E_L
            wrote on sidst redigeret af
            #211

            doesn't look bad either.... Teclistamab slightly higher ORR and SC, but i think we expect a fight there... IF Dara combo works it could give JNJ a nice competitive marketing advantage

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            • BulderB Offline
              BulderB Offline
              Bulder
              wrote on sidst redigeret af
              #212

              Do we know the infusion time of regn5458?

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              • S Offline
                S Offline
                Sukkeralf
                wrote on sidst redigeret af
                #213

                CD20/CD3 competition from IgM antibodies may not be a problem:

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                • S Offline
                  S Offline
                  Sukkeralf
                  wrote on sidst redigeret af
                  #214

                  301 Moved Permanently

                  favicon

                  (www.evaluate.com)

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                  • E Offline
                    E Offline
                    E_L
                    wrote on sidst redigeret af
                    #215

                    no, not sure

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                    • E Offline
                      E Offline
                      E_L
                      wrote on sidst redigeret af
                      #216

                      AMG701 i think is follow up of AMG420 https://twitter.com/SLentzsch/status/1335335972540706816

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                      • E Offline
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                        E_L
                        wrote on sidst redigeret af
                        #217

                        how do we keep track of all of these...

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                        • E Offline
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                          E_L
                          wrote on sidst redigeret af
                          #218

                          lets hope they don't have to write a story like that about epco tomorrow @Sukkeralf ....

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                          • S Offline
                            S Offline
                            Sukkeralf
                            wrote on sidst redigeret af
                            #219

                            Yes that would be a disaster......but I think we are in for an early Christmas gift

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                            • S Offline
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                              Sukkeralf
                              wrote on sidst redigeret af
                              #220

                              Nice data for T&T - again good vallidation for BsAbs and Genmabs platform

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                              • E Offline
                                E Offline
                                E_L
                                wrote on sidst redigeret af
                                #221

                                absolutely, and for long term investors that is key

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                                • P Offline
                                  P Offline
                                  peter12
                                  wrote on sidst redigeret af
                                  #222

                                  Rajkumar pow https://twitter.com/VincentRK/status/1335315709174427648

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                                  • E Offline
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                                    E_L
                                    wrote on sidst redigeret af
                                    #223

                                    and each time a think 'it is a shame those JNJ duobody royalties aren't a bit higher', I also realise that without JNJ Genmab would have possibly gone broke... And also how JNJ must feel for not buying the whole shop when they invested $80mio in 2012 lol

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                                    • S Offline
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                                      Sukkeralf
                                      wrote on sidst redigeret af
                                      #224

                                      Again Janssen has done so much for driving this platform forward so we just hope that Genmab can continue this with epco, 4-1BBs and so forth. So much good stuff going on and things become rather complex.....but I just feel that it almost acnt go wrong no matter what

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                                      • E Offline
                                        E Offline
                                        E_L
                                        wrote on sidst redigeret af
                                        #225

                                        dangerous feeling in investment land lol, but i am afraid i feel the same 😉

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                                        • K Offline
                                          K Offline
                                          kkjoel
                                          wrote on sidst redigeret af
                                          #226

                                          Iflg den oversigt på debatten Helge linkede til forleden SKULLE der være nyt fra Genmab allerede: "06/12-20 kl. 09:30 CET 402 Epcoritamab (CD3xCD20)Dosiseskaleringsdata (flere 48 mg patienter og med længere behandlingsvarighed)". Eller hvordan?!

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