Genmab — November 2022

[E_L]

absolutely. safety is what it is all about at this stage for me. and we'll see a bit more data at the conference in december

[E_L]

ASH 611 Subcutaneous Epcoritamab in Combination with Rituximab + Lenalidomide (R2) for First-Line Treatment of Follicular Lymphoma: Initial Results from Phase 1/2 Trial https://ash.confex.com/ash/2022/webprogram/Paper158232.html the overall response rate was 90% (26/29), with 69% (20/29) having a complete metabolic response (CMR) as their best overall response.

[E_L]

ASH 609 Subcutaneous Epcoritamab with Rituximab + Lenalidomide in Patients with Relapsed or Refractory Follicular Lymphoma:Phase 1/2 Trial Update - https://ash.confex.com/ash/2022/webprogram/Paper158203.html - the overall response rate was 95% (39/41), with 73% of patients (30/41) achieving a complete metabolic response (CMR) as their best overall response -Slightly higher as before

[E_L]

ASH 443 Subcutaneous Epcoritamab + R-Dhax/C in Patients with Relapsed or Refractory Diffuse Large B-Cell Lymphoma Eligible for Autologous Stem Cell Transplant: Updated Phase 1/2 Results - https://ash.confex.com/ash/2022/webprogram/Paper158278.html

[E_L]

ASH 348 Subcutaneous Epcoritamab in Patients with Richter’s Syndrome: Early Results from Phase 1b/2 Trial (EPCORE CLL-1) - https://ash.confex.com/ash/2022/webprogram/Paper158298.html

[E_L]

2 posters for Camidanlumab https://ir.adctherapeutics.com/press-releases/press-release-details/2022/ADC-Therapeutics-Announces-Abstracts-Accepted-for-Presentation-at-the-64th-ASH-Annual-Meeting/default.aspx

[Solsen]

Jeg har lidt AFMD, der kom med flere nyheder i dag. https://finance.yahoo.com/news/affimed-announces-presentation-phase-1-130500953.html Måske kunne nogen have lidt interesse i den. På eget ansvar

[Solsen]

Hold nu op hvor er jeg en glad Genmab aktionær. Dette år har slet ikke givet de skrammer, som mange aktionærer oplever i år. Lad det fortsætte

[gdn55]

Ligeså her Solsen. Har været i tvivl mange gange de sidste ca. 20 år, men har heldigvis holdt ved.

[Helge_LarsenPI-redaktør]

Kort video: I den sidste uges tid er det væltet ind med q3-regnskaber, bl.a. fra Danske Bank og Novo Nordisk. Derudover kommer Helge Larsen ind på Eli Lilly, Zealand Pharma og Bavarian Nordic - sidstnævnte især omhandlende shorting.https://www.proinvestor.com/boards/107506

[E_L]

if you see the performance of some other biotechs, we should indeed be lucky with genmab... Today Merus -24% again, Genmab's neighbour in Utrecht....

[Bulder]

Ved ikke hvad jeg skal mene om hex38. Safety ser fint ud - også hvad Winkel tidligere har udtrykt. Effektivitet ser også lovende ud for cd38 naive pts. Men us af 14 cd38 refraktære pts opnåede kun 2 minimal response. Det vil vel sige, at de resterende 12 slet ikke responderede?

[Bulder]

us=ud

[E_L]

4 talquetamab abstracts, 9 teclistamab and 167 matches for Daratumumab....

[Solsen]

Tænker stadig på hvorfor JNJ ikke smider $40-50 bn efter os

[Stroka]

+12% i år er bare flot i forhold til OMX25 på minus 20%.

[Bulder]

Epco+R-chop i første linie DLBCL fra EHA i sommers viste ORR 100%, CMR 77%. Glofi viser i samme indikation hhv 93,5 og 76,1%. Epco lige en bønne bedre. Og så var Epco-pts high risk.

[Bulder]

Glofi: https://ash.confex.com/ash/2022/webprogram/Paper157732.html

[Bulder]

Til gengæld ser det ud til at Glofi vinder på CRS, da der kun var grade 1-2, hvis jeg har forstået det rigtigt. Og kun 10,7%.

[Bulder]

Opjustering og oppræcisering til 8-8,2 Mia $