Genmab — December 2020

[StockBull]

Morn fra BKK Har for en ordens skyld lige checket 2020 kursstigning og ja genmab kursen er p.t steget 58% i år siden 1 Januar så personligt er jeg rimlig godt tilfreds. Kunne selvfølgelig være fedt med 100% hvert år men en gang imellem må man nøjes med 15-60%. Godt nok er Genmab en fantastisk aktie men fremadrettet tror jeg vi skal være glade for 20-30% kursstigning per år så mon ikke kurs 3000 er muligt inden udgang af 2021

[bibob]

God morgen.

[Helge_LarsenPI-redaktør]

God morgen.

[Helge_LarsenPI-redaktør]

Tirsdagens danske avisuddrag med
nedlukning, hjælpepakker og C25https://www.proinvestor.com/investornyt/670160/tirsdagens-danske-avisuddrag-med-nedlukning-hjaelpepakker-og-c25

[bibob]

OncLive. : Dr. Voorhees on updated Griffin results. https://www.onclive.com/view/dr-voorhees-on-updated-results-of-the-griffin-trial-in-multiple-myeloma?utm_source=sfmc&utm_medium=email&utm_campaign=12-7-20_KIT-20-OGD0768_OncLiveSS_GLOBAL ASH Conference Coverage eNews_Yescarta&eKey=amFuYm9ydXAxOTc4QGdtYWlsLmNvbQ==

[bibob]

Dara sc. https://www.onclive.com/view/subcutaneous-daratumumab-combo-improves-pfs-in-rrmm?utm_source=sfmc&utm_medium=email&utm_campaign=12-7-20_KIT-20-OGD0768_OncLiveSS_GLOBAL ASH Conference Coverage eNews_Yescarta&eKey=amFuYm9ydXAxOTc4QGdtYWlsLmNvbQ==

[bibob]

OncLive Dara combo. https://www.onclive.com/view/daratumumab-combo-improved-response-rates-for-patients-with-transplant-eligible-newly-diagnosed-multiple-myeloma?utm_source=sfmc&utm_medium=email&utm_campaign=12-7-20_KIT-20-OGD0768_OncLiveSS_GLOBAL ASH Conference Coverage eNews_Yescarta&eKey=amFuYm9ydXAxOTc4QGdtYWlsLmNvbQ==

[bibob]

OncLive. Dara quadruplet. https://www.onclive.com/view/daratumumab-quadruplet-improves-hematologic-cr-rates-in-al-amyloidosis?utm_source=sfmc&utm_medium=email&utm_campaign=12-7-20_KIT-20-OGD0768_OncLiveSS_GLOBAL ASH Conference Coverage eNews_Yescarta&eKey=amFuYm9ydXAxOTc4QGdtYWlsLmNvbQ==

[Sukkeralf]

Endpoint news: BCMA bawl: https://endpts.com/ash20-saw-a-bcma-brawl-whos-still-standing-and-who-got-knocked-out-for-good/

[Legolas23]

Kan du give et kort sum-op @Sukkeralf. Det kræver medlemskab at læse artiklen.

[E_L]

"I think broadly now, that we’ve seen whenever we add daratumumab to the standard of care, whatever that may be, we seem to see a significant improvement in progression-free survival and improving depth of response,” he said. https://www.hcplive.com/view/daratumumab-pomalidomide-relapsed-refractory-multiple-myeloma

[Sukkeralf]

Legolas ikke så meget nyt - artiklen mener nok at JNJ/Legends CAR-T er i førertrøjen omend de døjer med lidt neurotox. Regenron og JNJs BaAbs kommer vel ind som nummer to. Amgens BsAbs lider begge. BCMA ADC har for lav responsrate og AEs, hvor specielt ocular tox er et problem. Så ingen direkte vinder endnu....

[Solsen]

Jeg har læst et sted, at Regenerons BCMA er bedre på safety end JNJs, men har ikke haft tid til at studere det nærmere.

[Legolas23]

Takker

[E_L]

has anyone been able to see the Tahamtan Ahmadi talk & Q&A?

[GeorgeBest]

No, I think it is only for people registered for ASH

[E_L]

yes, but i was hoping someone here had some contacts and saw it regardless...

[Sukkeralf]

E L I guess we will have more or less the same talk tonight

[E_L]

probably, only, i imagine on the talk yesterday the questions would be from doctors, this evening from analysts -that might give a different perspective , if you know what i mean.

[E_L]

talking about analysts, i was a bit surprised that Sydbank had not yet included anything on epco "Han har endnu ikke har indregnet de nye midler som eksempelvis epicoritamab i sine egne modeller, men siger at de også kommer med i beregningerne i takt med at flere data bliver offentliggjort" https://www.euroinvestor.dk/nyheder/sydbank-saerdeles-positive-data-fra-genmabs-nye-studie