Genmab — Marts 2021
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Genmab er både den bedste og værste i min portefølje, men det skyldes måske jeg kun har den. Lovede mig selv at hvis den nogensinde kom i kurs 2000, ville jeg sælge og leve lykkeligt resten af mit liv. Men det har jeg ikke gjort, det er ligesom en god ven at sige farvel til, det er svært.
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@Pensionisten - god aften. Er nu også af den overbevisning, at arbitragen lægger en tung dyne over kursen. At Genmab uanset udfaldet, bliver belønnet for en afklaring af usikkerheden samt naturligvis også en effekt af det givne udfald. Tror dog ikke, at et kompromis kommer på tale, da begge parter stå på sin ret og dermed er forpligtet overfor investorer til at jagte sin ret, desuagtet det gode samarbejde med Gen. Håber duohexa bliver sparket solidt i mål og det bliver en elegant afvikling
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God morgen.
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Asien: Første månedlige tab siden oktober https://www.proinvestor.com/investornyt/673664/asien-forste-manedlige-tab-siden-oktober
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Onsdagens aviser med Ørsted, Sydbank og Coloplast https://www.proinvestor.com/investornyt/673663/onsdagens-aviser-med-orsted-sydbank-og-coloplast
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Volkswagens navneskifte i USA var blot en tidlig aprilsnar - GENT https://www.proinvestor.com/investornyt/673662/volkswagens-navneskifte-i-usa-var-blot-en-tidlig-aprilsnar-gent
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BioNTech SE (BNTX) CEO Ugur Sahin on Q4 2020 Results - Earnings Call Transcript https://seekingalpha.com/article/4416873-biontech-se-bntx-ceo-ugur-sahin-on-q4-2020-results-earnings-call-transcript
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Moving to our next-generation checkpoint immunomodulators program, which is partnered with Genmab. We expect to present a data update in the second half of 2021 for the first-in-human Phase 1/2 trial of BNT311, also called GEN1046. BNT311 conditionally targets PD-L1 and 4-1BB and has the potential to be first in class.
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Given the unmet need for improved checkpoint immunotherapies, we remain very encouraged by the results presented at last year's SITC [ph] conference and seen to date and believes the product has significant potential across multiple oncology indications. We look forward to moving this program forward with Genmab.
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For BNT312, which conditionally targets CD4 Gen 4-1BB, we plan to present data from the ongoing Phase 1/2 trial in the second half of 2021. In addition, an extract [ph] highlighting preclinical data for BNT312 has been accepted for presentation at the upcoming ASCR meeting. The abstract [ph] describes the mechanism of action of conditional CD4 and 4-1BB activity to induce dendritic cell maturation and enhancement of T-cell activation and effector function.
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Q: And then maybe on your PD-L1x4-1BB bispecific, Genmab mentioned one of the reasons they selected the 100 million [ph] dose, they wanted to have optimal trimer formation. And that kind of translates to about 60% to 70% occupancy for the PD-L1. How important is that formation of a trimer and why not target a higher PD-L1 occupancy from an efficacy perspective? Thank you.
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A: Ugur Sahin
Yeah, the trimer formation is - indeed the trimer formation is important for the conditional activation of the 4-1BB and with 100 microgram we have the sweet spot of PD-L1 or PD-1 blockade, plus trimer formation in a sufficiently long time. So we exploit here the optimal activation or functions of both arms of the antibody. And this is also in line with objective responses that we have observed with this component which are - which seem to be associated with this dose window.
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Thx EL
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"US: Amerikanske biotech aktier viser fortsat svaghed, trækker Genmab med ned" https://www.proinvestor.com/investornyt/673677/us-amerikanske-biotech-aktier-viser-fortsat-svaghed-traekker-genmab-med-ned
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Aktier/middag: Vestas og Ambu trækker C25 mod påskeferie i grønt
https://www.proinvestor.com/investornyt/673683/aktier-middag-vestas-og-ambu-traekker-c25-mod-paskeferie-i-gront -
Der er kommet en smule ild i raketten..på trods af US åbning:-)
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