Genmab — December 2020

Bulder

Bringer mindelser fra de glade Sirius-dage, hvor vi også læste om tilsvarende jubel-historier.

E_L

is Hutchings the lymphoma Plessner

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