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Genmab — April 2021

Planlagt Fastgjort Låst Flyttet Genmab
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  • SolsenS Offline
    SolsenS Offline
    Solsen
    wrote on sidst redigeret af
    #506

    Passer jo fint med opkøb i forventning til ASCO

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    • StockBullS Offline
      StockBullS Offline
      StockBull
      wrote on sidst redigeret af
      #507

      Ja det er lige efter bogen som tidligere år hat April - Maj som regel være gode for Genmab

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      • E Offline
        E Offline
        E_L
        wrote on sidst redigeret af
        #508

        the FDA always very proudly lists all the drugs they approved in a year, but it is somehow much harder to find a list of the drugs that were rejected...

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        • R Offline
          R Offline
          Rondo
          wrote on sidst redigeret af
          #509

          ja ...når nogen nævner MacD fremad rettet vil jeg være opmærksom .... 😉

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          • BulderB Offline
            BulderB Offline
            Bulder
            wrote on sidst redigeret af
            #510

            Når genmab indsender ansøgning på basis af et fase 2 studie, sker det ikke uden forudgående konsultationer hos FDA. Og når FDA desuden tildeler PR, skal en afvisning være begrundet en alvorlig brist i datamaterialet. Det tror jeg ikke på, men det er selvfølgelig en mulighed.

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            • StockBullS Offline
              StockBullS Offline
              StockBull
              wrote on sidst redigeret af
              #511

              Man skal altid være opmærksom og ikke basere sine køb på en enkelt indikator. MACD er kun en af mange indikatore jeg kigger på.

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              • StockBullS Offline
                StockBullS Offline
                StockBull
                wrote on sidst redigeret af
                #512

                eller salg

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                • R Offline
                  R Offline
                  Rondo
                  wrote on sidst redigeret af
                  #513

                  jeg har en del basis Genmab som ligger fast pga af jeg vurdere Casen er go, også har jeg en del jeg swinger med, efter tendenser og indikationer.... og ja det undgåes ikke at få en over nallerne ind i mellem , men sommetider bliver det også vældig godt.... jeg ved skattevæsnet over vejer at sende blomster og takke kort til mig, eller det burde de gør ... 🙂 🙂 🙂 🙂

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                  • E Offline
                    E Offline
                    E_L
                    wrote on sidst redigeret af
                    #514

                    Jan yesterday spoke about the hope 'to move at least 1 more proprietary product into late stage clinical development' - Is it fair to assume he means GEN1046/DuoBody-PD-L1x4-1BB
                    with that?

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                    • E Offline
                      E Offline
                      E_L
                      wrote on sidst redigeret af
                      #515

                      *this year

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                      • G Offline
                        G Offline
                        GeorgeBest
                        wrote on sidst redigeret af
                        #516

                        E L - I asked him about that in the PI Q/A. But he wouldn‘t give a clear guidance yet. Presume it must be coordinated with BioNTech, when the information can be passed on.

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                        • E Offline
                          E Offline
                          E_L
                          wrote on sidst redigeret af
                          #517

                          oh, that's right, you did. but it almost must be 1046, as the others arent far enough yet i think

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                          • E Offline
                            E Offline
                            E_L
                            wrote on sidst redigeret af
                            #518

                            GEN1029 data update late 2021 or 2022, GEN3009 & 1044; AbbVie looking for Early-Stage POC Data Readouts 2022, for both

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                            • E Offline
                              E Offline
                              E_L
                              wrote on sidst redigeret af
                              #519

                              and 1042 is behind 1046

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                              • E Offline
                                E Offline
                                E_L
                                wrote on sidst redigeret af
                                #520

                                unless he thinks about a product from another developper, like MIM-8 from Novo

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                                0
                                • G Offline
                                  G Offline
                                  GeorgeBest
                                  wrote on sidst redigeret af
                                  #521

                                  It is probably 1046, he has not so keen to make comments about outsourced products the last couple of years

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                                  • E Offline
                                    E Offline
                                    E_L
                                    wrote on sidst redigeret af
                                    #522

                                    he did mention MIM8 a few times recently... remember where Jan said in Jefferies call it was 15x better as Hemlibra ; chosen after checking 30.000 combinations... We'll just have to wait i guess...

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                                    • G Offline
                                      G Offline
                                      GeorgeBest
                                      wrote on sidst redigeret af
                                      #523

                                      Yes I remember that 🙂 the famous robottics technology which the competitors can‘t copy

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                                      • BulderB Offline
                                        BulderB Offline
                                        Bulder
                                        wrote on sidst redigeret af
                                        #524

                                        1046 in late stage already this year would be very very nice.

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                                        • S Offline
                                          S Offline
                                          Sukkeralf
                                          wrote on sidst redigeret af
                                          #525

                                          I surely understood it as one of Genmabs propriety programs and yes 1046 must be the best bet - its very hard to get a feeling about DR5/DR5 but if things goes well maybe that asset could go in phase III in some small indication. Another wild guess could be DuoHexaCD37 in combination with epco.

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