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Kollaps
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  4. Genmab — Maj 2022

Genmab — Maj 2022

Planlagt Fastgjort Låst Flyttet Genmab
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  • StockBullS Offline
    StockBullS Offline
    StockBull
    wrote on sidst redigeret af
    #136

    Jamen regner vi ikke med Epco og HexaBody-CD38 - Janssen option, kommer igennem nåleøjet ?? som Jan siger::: - the best is yet to come (Jan statement)

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    0
    • B Offline
      B Offline
      bikube
      wrote on sidst redigeret af
      #137

      Jeg er ikke sikker på, om det var angående Epco, men der var tale om, at Genmab ikke kunne stå alene med et fase 3, da det er meget kapitaltungt. Det skulle vi gerne kunne ved evt. kommende projekter.

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      • D Offline
        D Offline
        deleted-user
        wrote on sidst redigeret af
        #138

        Jeg håber det bedste @Stockbull og så indregner jeg en risikopræmie. Det regneark dannede blot grundlag for en hurtig fremskrivning af RD investeringen ud fra Pensionistens forudsætninger, frem mod 2030 og det giver intet mindre end 180 mia.

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        • StockBullS Offline
          StockBullS Offline
          StockBull
          wrote on sidst redigeret af
          #139

          jeg forestiller mig Epco og CD38 kan trække 20 mia i 2031

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          • StockBullS Offline
            StockBullS Offline
            StockBull
            wrote on sidst redigeret af
            #140

            forventningerne for i år er 12 mia så der passer dagens kurs vel meget godt taget det sure marked med i betragtningen. Nasdaq -23% nede i år og Genmab -7%

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            • G Offline
              G Offline
              gdn55
              wrote on sidst redigeret af
              #141

              Hvad med Super Dara, har i ikke den med i jeres negative, positive spådomme?

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              • E Offline
                E Offline
                E_L
                wrote on sidst redigeret af
                #142

                EPCORE DLBCL-1 update on clinicaltrials (finally...) (good increase in trial locations) https://clinicaltrials.gov/ct2/history/NCT04628494?A=7&B=8&C=merged#StudyPageTop

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                • BulderB Offline
                  BulderB Offline
                  Bulder
                  wrote on sidst redigeret af
                  #143

                  Must say, looks very ambitious

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                  • E Offline
                    E Offline
                    E_L
                    wrote on sidst redigeret af
                    #144

                    it IS ambitious 😉

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                    • BulderB Offline
                      BulderB Offline
                      Bulder
                      wrote on sidst redigeret af
                      #145

                      Note, Russia is recruiting. Hope they'll stay in.

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                      • P Offline
                        P Offline
                        ProinvestorNEWS
                        wrote on sidst redigeret af
                        #146

                        USA/åbning: Rentefrygt tynger stemningen i blandet handelsstart https://proinvestor.com/investornyt/817852/usa-abning-rentefrygt-tynger-stemningen-i-blandet-handelsstart

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                        • B Offline
                          B Offline
                          bikube
                          wrote on sidst redigeret af
                          #147

                          480 patienter fordelt på over 200 klinikker,det kan da kaldes World Wide.

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                          • Helge_LarsenPI-redaktørH Offline
                            Helge_LarsenPI-redaktørH Offline
                            Helge_LarsenPI-redaktør
                            wrote on sidst redigeret af
                            #148

                            God morgen. 🙂

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                            0
                            • P Offline
                              P Offline
                              ProinvestorNEWS
                              wrote on sidst redigeret af
                              #149

                              God morgen. 🙂

                              1 Reply Last reply
                              0
                              • E Offline
                                E Offline
                                E_L
                                wrote on sidst redigeret af
                                #150

                                Redirecting T-cell activity with anti-BCMA/anti-CD3 bispecific antibodies in Chronic Lymphocytic Leukemia and other B-cell lymphomas https://twitter.com/ImmunoHematAMS/status/1521505131396751360

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                                • E Offline
                                  E Offline
                                  E_L
                                  wrote on sidst redigeret af
                                  #151

                                  https://aacrjournals.org/cancerrescommun/article/doi/10.1158/2767-9764.CRC-22-0083/694767/Redirecting-T-cell-activity-with-anti-BCMA-anti In conclusion, our data show that BCMA expression is not only limited to MM, but can also be detected to various levels on other B-NHL subtypes and CLL. [] CLL cells, which expressed low levels of BCMA could be efficiently targeted by teclistamab, providing proof of principle that BCMA-directed therapies might be beneficial for other B-cell malignancy patients

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                                  0
                                  • E Offline
                                    E Offline
                                    E_L
                                    wrote on sidst redigeret af
                                    #152

                                    besides MM.

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                                    • BulderB Offline
                                      BulderB Offline
                                      Bulder
                                      wrote on sidst redigeret af
                                      #153

                                      Thx E L. JnJ submitted bla around new year. Do we know any pdufa date? And do we know royalty rate?

                                      1 Reply Last reply
                                      0
                                      • E Offline
                                        E Offline
                                        E_L
                                        wrote on sidst redigeret af
                                        #154

                                        no, i don't think we have a PDUFA. they got FDA Breakthrough Therapy Designation
                                        Jun21, dec BLA; I am hoping we can get an approval this summer? Royalty i now think 4-5% (given that Amivantamab is between 8% and 10%) ?

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                                        • SolsenS Offline
                                          SolsenS Offline
                                          Solsen
                                          wrote on sidst redigeret af
                                          #155

                                          I belive Amivantamab i higher than 10% at best. And I belive 6-8% on tec. Iam always optimistic 🙂

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                                          0

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