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Genmab — Februar 2021

Planlagt Fastgjort Låst Flyttet Genmab
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  • Helge_LarsenPI-redaktørH Offline
    Helge_LarsenPI-redaktørH Offline
    Helge_LarsenPI-redaktør
    wrote on sidst redigeret af
    #79

    Asien: Optimismen breder sig i hele
    regionen: https://www.proinvestor.com/investornyt/671811/asien-optimismen-breder-sig-i-hele-regionen

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    • Helge_LarsenPI-redaktørH Offline
      Helge_LarsenPI-redaktørH Offline
      Helge_LarsenPI-redaktør
      wrote on sidst redigeret af
      #80

      Fredagens aviser med Lundbeck, Pandora og Nordea https://www.proinvestor.com/investornyt/671810/fredagens-aviser-med-lundbeck-pandora-og-nordea

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      • P Offline
        P Offline
        Plimsoller
        wrote on sidst redigeret af
        #81

        God morgen 🙂

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        • E Offline
          E Offline
          E_L
          wrote on sidst redigeret af
          #82

          Fourth-quarter Sarclisa® sales were €25 million of which €12
          million was generated in the U.S. Sarclisa® is now launched in 12 countries (including the U.S., Japan, UK, Netherlands,
          Canada, Sweden, Switzerland and France). 2020 total 43mio

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          • JørgenVarnæsJ Offline
            JørgenVarnæsJ Offline
            JørgenVarnæs
            wrote on sidst redigeret af
            #83

            Sarclisa approved March in US and May in EU - seems threat to dara is manageable

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            • JørgenVarnæsJ Offline
              JørgenVarnæsJ Offline
              JørgenVarnæs
              wrote on sidst redigeret af
              #84

              Thx EL

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              • E Offline
                E Offline
                E_L
                wrote on sidst redigeret af
                #85

                at this rate it doesn't look like Sanofi will soon break even on their sarclisa investments...

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                • E Offline
                  E Offline
                  E_L
                  wrote on sidst redigeret af
                  #86

                  Transcript of ROG.VX earnings conference call for a bit more on ocrevus https://finance.yahoo.com/news/edited-transcript-rog-vx-earnings-235510714.html

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                  • E Offline
                    E Offline
                    E_L
                    wrote on sidst redigeret af
                    #87

                    not much on Mosunetuzumab cd3x20; But we haven't -- I don't think we've maxed out yet on the efficacy of mosun and we haven't hit -- we are continuing to work with the dosing profile of the 2:1 and continuing to get gains on tolerability. So it's hard to call and say, oh, mosun is going to be the front line and 2:1 is going to be refractory because those are -- that's a plausible hypothesis. But I think it would be prejudging. We'll follow the science, and we expect to maintain our lead, though.

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                    • JørgenVarnæsJ Offline
                      JørgenVarnæsJ Offline
                      JørgenVarnæs
                      wrote on sidst redigeret af
                      #88

                      I like the “..., though” at the end!

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                      • G Offline
                        G Offline
                        GeorgeBest
                        wrote on sidst redigeret af
                        #89

                        Roche don‘t expect Glofitamab to get to front line then? In yes, big advantage for Epcoritamab...

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                        • G Offline
                          G Offline
                          GeorgeBest
                          wrote on sidst redigeret af
                          #90

                          Epcoritamab is much better than Mosunetuzumab, really promissing now. They must have safety issues with Glofitamab then?

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                          • E Offline
                            E Offline
                            E_L
                            wrote on sidst redigeret af
                            #91

                            I am not sure you can conclude that, they didn't mention anything in the call on glofi
                            though

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                            • G Offline
                              G Offline
                              GeorgeBest
                              wrote on sidst redigeret af
                              #92

                              Okay, but why wouldn‘t they mention their most promissing and potent cd3/cd20? Strange...

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                              • E Offline
                                E Offline
                                E_L
                                wrote on sidst redigeret af
                                #93

                                true

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                                • E Offline
                                  E Offline
                                  E_L
                                  wrote on sidst redigeret af
                                  #94

                                  actually, re-reading that comment, I know realise they may be talking about Glofitamab when they say 2:1; so I
                                  looked it up:

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                                  • E Offline
                                    E Offline
                                    E_L
                                    wrote on sidst redigeret af
                                    #95

                                    *now

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                                    • E Offline
                                      E Offline
                                      E_L
                                      wrote on sidst redigeret af
                                      #96

                                      Glofitamab is an investigational CD20xCD3 T-cell engaging bispecific antibody designed to target CD20 on the surface of B-cells and CD3 on the surface of T-cells. This dual targeting activates and redirects a patient’s existing T-cells to engage and eliminate target B-cells by releasing cytotoxic proteins into the B-cells. Glofi is based on a novel structural format which we call ‘2:1’, which refers to the structure of the antibody.

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                                      • E Offline
                                        E Offline
                                        E_L
                                        wrote on sidst redigeret af
                                        #97

                                        It is engineered to have two ‘Fab’ regions which bind to CD20, and one ‘Fab’ region which binds to CD3.

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                                        • BulderB Offline
                                          BulderB Offline
                                          Bulder
                                          wrote on sidst redigeret af
                                          #98

                                          Trispecific?

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