Genmab — Marts 2024

[E_L]

-Use of Minimal Residual Disease as an Endpoint in Multiple Myeloma Clinical Trials

https://www.federalregister.gov/documents/2024/03/26/2024-06314/oncologic-drugs-advisory-committee-notice-of-meeting-establishment-of-a-public-docket-request-for

[E_L]

i don't see Genmab mentioned anywhere, but that is offcourse what they would want to get a potential speedy approval for hexabody-cd38

[Bulder]

Yes Frontrunner prg together with MRD- neg could speed up the process.

[Sukkeralf]

But again strange that Hytting immediately thinks Genmab and HexCD38.....orthers could use them same. But nice if Genmab push FDA for that cause then they still cheer for this mighty trigger

[Sukkeralf]

Do the current phase 1/2 trial have enough patients to get approval in some later line if data looks good?

[E_L]

Hytting may have heard it from someone? i doubt it is a problem to mention a participation in such a meeting?

[E_L]

they are looking to enroll +- 250 patients , i guess that could be enough, but i don't know how many are in each arm so too hard to tell?

[JørgenVarnæs]

Hey - maybe GEN could use some of that surplus stockholder funds to buy back the cd38 rights from that verkakte licensing deal with J&J….

[E_L]

meanwhile EPCORE NHL-1 seems fully recrtuited at +- 160patients less then anticipated -which i guess is a nice cost saving https://classic.clinicaltrials.gov/ct2/history/NCT03625037?A=25&B=26&C=merged#StudyPageTop

[E_L]

Truist securities maintains Buy on Genmab, maintains $50 price target

[Solsen]

Vi er på vej imod de $50

[Sukkeralf]

Kun ca 60% stigning endnu

[Bulder]

Spøjst, der blev smidt en klump på 8,5k i minuttet inden lukkeauktionen, hvilket fik den til at droppe med en 10’er. Åbenbart en sælger, der ikke nåede at blive helt færdig.

[JørgenVarnæs]

fra recap over dagens handel: "Tirsdag morgen forlød, at et rådgivende komité hos de amerikanske sundhedsmyndigheder mødes 12. april, hvilket markedet tolkede positivt i forhold til Genmab."

[E_L]

Morgan Stanley maintains Genmab Underweight rating, $32 price target

[E_L]

popular day for analysts lol

[E_L]

i saw that 1/2 an hour ago, so that might have been you sell Bulder

[Sukkeralf]

Does anybody know if Janssen still have shares in Genmab?

[Sukkeralf]

If JNJ is ever going to make an attempt to buy Genmab it will be this year I guess (not a big believer although).

[JørgenVarnæs]

agenda for fda/mrd mødet kan ses her - https://www.regulations.gov/document/FDA_FRDOC_0001-12850