Genmab — Marts 2024

[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

[ProinvestorNEWS]

Tirsdagens aktier: Genmab og banker trak op - Mærsk faldt efter broulykke i USA - https://www.proinvestor.com/investornyt/1136856/tirsdagens-aktier-genmab-og-banker-trak-op-maersk-faldt-efter-broulykke-i-usa-korr

[Sukkeralf]

1. They of course is still interested in royalties from daratumumab. 2) They have interest in CD20/CD3 as they got Xencors CD20/CD3 after Novartis discontinued it and they have worked with Abbvie before (Ibrutinib). 3) They have had massive success with the DuoBody platform 4) If HexCD38 should avoid the serious adverse events when compared to Darzalex FasPro and activity superior they might go for Genmab before opt in (if they want to opt in).

[Sukkeralf]

Genmab have some checkpoint inhibitors in the making - a space that JNJ so far has not succeeded in. So if Jans words "The best is still to come" is about letting go of Genmab we could still see JNJ and Abbvie fight for it (or maybe even Pfizer). Far out I know but
............

[JørgenVarnæs]

interesting thoughts. Nice with some alternative view building some perspective. Thx

[lahn1]

Er der forskel på en CR i de data som gmab præsenterede i Hex-CD38 og så de MRD -ve hvis de får lov at nruge MRD-ve som endpoint. Vil det evt kunne udtrykke en bedre respons ? end ved recist kriteria hvis det er det som er blevet brug i Hex-CD38 ?

[Bulder]

De skal i så fald heller ikke vente for længe. Kursen kunne risikere at fortsætte op.

[Sukkeralf]

Mentioning ibrutinib I hope Janssen could be interested in Nurix´ BTK degrader NX5148 and maybe also NX2127 to overtake Ibrutinibs place. Both Abbvie and Beigene have their own BTK degrader in the clinic but Nurix is probably still in front. Nurix needs BP to run all the clinical trials needed and to keep Abbvie and Beigene at bay.

[Bulder]

MRD kan måles meget hurtigere. Måling af respons tager længere tid. Så hvis MRD bliver godkendt som endpoint, kan

[Bulder]

det betyde hurtigere afslutning af studierne.

[Sukkeralf]

Genmabs pointe er jo at det tager for lang tid at vente på PFS og evt. OS i 1. linie MM, da vi jo er ude i 3 til 4 kombi behandling - og at CR med fine MRD giver god indikation om lang PFS og OS

[JørgenVarnæs]

Er det MRD som kriterie i alle linier, der bliver talt om? Eller er det “blot” i de sene linier?