Genmab — December 2020

[Solsen]

JW hintede for ikke længe siden, at det måske var en hurtig vej til approval på epco.

[Plimsoller]

Hvad vil en hurtig approval sige i form af tid? Sikkert et svært spørgsmål, men har I et bud på et interval?

[E_L]

well , first you have to file, that could easily take a few months, talking to regulators and getting all the data compiled. Abbvie has plenty of experience with that though

[E_L]

After that, a fast track would not surprise me, mabye RTOR. Say anohter 8 months or so i would guess? That would be fast

[Plimsoller]

Ok, so we are talking within a year in case it is possible. That IS fast - let's hope

[Plimsoller]

Thank you E L.

[E_L]

i have to say i was a bit surprised Hutchings mentioned it, but we look a lot at MM where the bar is set much higher now, with many drugs already working well and long. In this area , if you see patients still at CR after 12 months you are already doing really well i guess . I keep forgetting that.

[Sukkeralf]

IGM Biosciences (IGM2323 - CD20/CD3 IgM BsAb) was predicted to go down after ASH. Yesterday it went up 16% and today 8% even though they are going for an emission. So probably something to still keep an eye on !

[Sukkeralf]

Maybe even more interesting to follow is IGM8444 that just started in the clinic - its a IgM DR5 antibody.

[Sukkeralf]

Genmab should buy them

[E_L]

maybe there was an even larger emission expected ? I don't get it... smells fishy to me, not buying it lol

[Solsen]

Pæn stigning i dag. Spændende hvad der kommer af info i aften.

[E_L]

do you expect anything?

[Bulder]

Det var jo tydeligvis da us kom på banen, at dagens stigning for alvor begyndte. Så gårsdagens fald i gmab.us fik ingen indflydelse.

[Bulder]

E L maybe a hint on epco-filing

[JørgenVarnæs]

Er der nogle frække fyre med på linien?

[E_L]

[E_L]

Hutchings , the new Plessner, presents epco

[JørgenVarnæs]

2021 and beyond in abt one hour

[JørgenVarnæs]

Epco SC provides opportunity to administer for longer time than IV