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Genmab — Marts 2021

Planlagt Fastgjort Låst Flyttet Genmab
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  • nohopeN Offline
    nohopeN Offline
    nohope
    wrote on sidst redigeret af
    #668

    I love that nobody assumes that Epcoritamab could fail.

    1 Reply Last reply
    0
    • E Offline
      E Offline
      E_L
      wrote on sidst redigeret af
      #669

      offcourse it could fail. but i 'hope' it doesn't 😉 and results so far look promissing

      1 Reply Last reply
      0
      • D Offline
        D Offline
        deleted-user
        wrote on sidst redigeret af
        #670

        I assume ....... everybody knows that term and don't want to use too energy on that part of the discussion. When you invest you can lose your investment

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        • SolsenS Offline
          SolsenS Offline
          Solsen
          wrote on sidst redigeret af
          #671

          Selvfølgelig kan analytikeren godt lave et kvalificeret estimat på hvor stor en del af omsætningen, der rammer bundlinienDet
          bliver de jo nødt til 😉

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          0
          • troldmandenT Offline
            troldmandenT Offline
            troldmanden
            wrote on sidst redigeret af
            #672

            GB Jan HAR bekræftet 1 mio per pts. At det er det beløb man skal regne med. Han bekræftede det sidste år på PI QA

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            0
            • troldmandenT Offline
              troldmandenT Offline
              troldmanden
              wrote on sidst redigeret af
              #673

              og jeg er bestemt ikke enig i at epcro er mere værd om 2 år end dara der på det tidspunkt nok er tæt på at være top 10 pt bedste sælgende lægemidler. Jeg er faktisk ikke sikker på om epcro bliver mere værd end dara på noget tidspunkt, idet forventningerne til dara topsalg er så meget højere

              1 Reply Last reply
              0
              • G Offline
                G Offline
                GeorgeBest
                wrote on sidst redigeret af
                #674

                Winkel har udtalt at Epcoritamab forventes at blive det mest værdifulde produkt for Genmab...

                1 Reply Last reply
                0
                • exitnuE Offline
                  exitnuE Offline
                  exitnu
                  wrote on sidst redigeret af
                  #675

                  @nohope - god pointe.

                  Clinical trial success rates by therapeutic area as of 2020: https://www.statista.com/statistics/1201162/clinical-trial-success-rates-by-therapeutic-area/

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                  • E Offline
                    E Offline
                    E_L
                    wrote on sidst redigeret af
                    #676

                    ha, i just read JPmorgan increased chance for epco approval to 36% on the start of the PhIII
                    😉

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                    0
                    • E Offline
                      E Offline
                      E_L
                      wrote on sidst redigeret af
                      #677

                      https://pharmaintelligence.informa.com/~/media/informa-shop-window/pharma/2020/files/article-packs/jp-morgan-2021--day-3.pdf p 48

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                      0
                      • E Offline
                        E Offline
                        E_L
                        wrote on sidst redigeret af
                        #678

                        the reason i think it is higher in this case is 1) there was a lot on interest in epco according to Jan (I don't think he was lying there) 2) Abbvie will have done due diligence (so a 2nd party due diligence) 3) initial results looked good 4) doctors enthusiasm around the conferences on the initial data

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                        0
                        • BulderB Offline
                          BulderB Offline
                          Bulder
                          wrote on sidst redigeret af
                          #679

                          That's what we are all hoping for. Succes in both epco and gen1046 will pave the way for citi's blue sky. But we all also know that there is no guarantee.

                          1 Reply Last reply
                          0
                          • SolsenS Offline
                            SolsenS Offline
                            Solsen
                            wrote on sidst redigeret af
                            #680

                            We should not forget CD37. Think its undervalued. We have seen very robust preclinical data.

                            1 Reply Last reply
                            0
                            • BulderB Offline
                              BulderB Offline
                              Bulder
                              wrote on sidst redigeret af
                              #681

                              Yes, and CD40

                              1 Reply Last reply
                              0
                              • BulderB Offline
                                BulderB Offline
                                Bulder
                                wrote on sidst redigeret af
                                #682

                                I have a Q for Winkel regarding CD40

                                1 Reply Last reply
                                0
                                • DarvinD Offline
                                  DarvinD Offline
                                  Darvin
                                  wrote on sidst redigeret af
                                  #683

                                  Enig GB 14.02 - han talte ikke om hvorvidt Epco som produkt skulle blive større end Dara. Kun om værdi for Genmab

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                                  • BulderB Offline
                                    BulderB Offline
                                    Bulder
                                    wrote on sidst redigeret af
                                    #684

                                    It had estimated primary completion in dec last year. But we have heard nothing.

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                                    0
                                    • D Offline
                                      D Offline
                                      DevOp
                                      wrote on sidst redigeret af
                                      #685

                                      De plejer at bruge ca.3 måneder på at koge data sammen, så der må snart komme lidt topline results på gen1042

                                      1 Reply Last reply
                                      0
                                      • D Offline
                                        D Offline
                                        DevOp
                                        wrote on sidst redigeret af
                                        #686

                                        Synes ikke, der var en helt vildt høj response rate på de tal, vi så i december, men er der ikke noget med, at 20% er højt i solide?

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                                        0
                                        • BulderB Offline
                                          BulderB Offline
                                          Bulder
                                          wrote on sidst redigeret af
                                          #687

                                          Var det cd40x4-1BB?

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                                          0

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