Genmab — Februar 2022
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AbbVie (ABBV) Q4 2021 Earnings Call Transcript https://www.fool.com/earnings/call-transcripts/2022/02/03/abbvie-abbv-q4-2021-earnings-call-transcript/
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We are also making very good progress with epcoritamab, where we continue to generate strong data in early stage studies to support our view that epcoritamab has the potential to become a differentiated and best-in-class CD3xCD20 bispecific across several B-cell malignancies, including diffuse B cell and follicular lymphomas. We'll see monotherapy data in the third quarter from the Phase 2 expansion cohort in DLBCL, which has the potential to support a submission for accelerated approval in the
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in the second half of this year. We also have a Phase 3 study ongoing in third-line relapsed/refractory DLBCL, and we plan to initiate several additional Phase 3 trials this year, including studies in earlier lines of therapy for diffuse B-cell lymphoma in multiple combinations, as well as in follicular lymphoma in combination with rituximab and Revlimid.
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A: So on epco -- we have a high degree of confidence in epco overall. It continues to deliver very strong results, high overall response rates, very deep responses, good complete response rates across a number of indications, DLBCL and follicular lymphoma both. With respect to the confidence in accelerated approval for diffuse large B-cell lymphoma, when we look at the data, we think it clearly exceeds the benchmarks of available therapies in highly pretreated refractory patients.
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So we would think that accelerated approval should be supported by those data.
We'll allow the data to continue to mature from the expansion cohorts and have our final regulatory discussions later on this year to set up that accelerated approval submission. So it certainly is in our planning, and we think it's very supportable based on the data.
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Aktier/åbning: Tunge omkostninger trækker Danske Bank til bunds
https://www.proinvestor.com/investornyt/775626/aktier-abning-tunge-omkostninger-traekker-danske-bank-til-bunds -
Som helhed tror jeg ikke markedet er skuffet over de sidste 6-8 års kurs ride og PE på +80 for 3-4 måneder siden taler sit tydlige sprog, at markedet belønner genmab med stigende kurs. De fald vi ser nu er p.g.a NBI falder. Så hvis / når NBI vender vil jeg tror Genmab outperformer NBI
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Genmab har nemmere ved at overraske, som i 2021, med højere omsætning og færre omkostninger. Det er vist nævnt tidligere i vores budget diskussioner. Vi når 5 mia. på EBITDA i 2022
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hehe og jeg holder mig lidt tilbage for ikke, at fremstå som en klovn om 12 md. Jeg har intervallet 5-6 mia. og hælder mest mod 6 mia. Tror milestones rammer 1,5 mia. i 2022 og gør jo dit bud på 0,6 til skamme
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