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  4. Genmab — April 2024

Genmab — April 2024

Planlagt Fastgjort Låst Flyttet Genmab
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  • JørgenVarnæsJ Offline
    JørgenVarnæsJ Offline
    JørgenVarnæs
    wrote on sidst redigeret af
    #86

    still begs the question - is GEN buying an ADC platform, or a pipeline?

    1 Reply Last reply
    0
    • JørgenVarnæsJ Offline
      JørgenVarnæsJ Offline
      JørgenVarnæs
      wrote on sidst redigeret af
      #87

      pfizer bled usd 40b for Seagen to enter that space

      1 Reply Last reply
      0
      • E Offline
        E Offline
        E_L
        wrote on sidst redigeret af
        #88

        AACR '24 - New Technologies
        2050 / 7 - Preclinical characterization of PRO1106, a novel and promising SLITRK6-directed sesutecan ADC - https://www.abstractsonline.com/pp8/#!/20272/presentation/6890

        1 Reply Last reply
        0
        • E Offline
          E Offline
          E_L
          wrote on sidst redigeret af
          #89

          AACR '24 - New Therapies
          6580 - A Novel EGFR x cMET bispecific ADC PRO1286 demonstrated broad antitumor activity and promising tolerability in preclinical models - https://www.abstractsonline.com/pp8/#!/20272/presentation/7457

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          0
          • E Offline
            E Offline
            E_L
            wrote on sidst redigeret af
            #90

            AACR '24 - Late-Breaking Research: Experimental and Molecular Therapeutics 4
            LB425 / 1 - A tumor microenvironment-targeting CD98-directed ADC confers robust anti-tumor activity in multiple cancers with favorable pharmacokinetics and safety profiles in preclinical models https://www.abstractsonline.com/pp8/#!/20272/presentation/10475

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            0
            • E Offline
              E Offline
              E_L
              wrote on sidst redigeret af
              #91

              still under embargo, not sure if it is Profoundbio

              1 Reply Last reply
              0
              • JørgenVarnæsJ Offline
                JørgenVarnæsJ Offline
                JørgenVarnæs
                wrote on sidst redigeret af
                #92

                must be profoundbio - if you check the duplicate surnames for the presenters, they all have the same first name letter abbreviation.

                1 Reply Last reply
                0
                • JørgenVarnæsJ Offline
                  JørgenVarnæsJ Offline
                  JørgenVarnæs
                  wrote on sidst redigeret af
                  #93

                  I'm no expert in chinese names - but that is too much of a coincidence...

                  1 Reply Last reply
                  0
                  • E Offline
                    E Offline
                    E_L
                    wrote on sidst redigeret af
                    #94

                    conference call via https://ir.genmab.com/events/event-details/investor-call-proposed-acquisition-profoundbio

                    1 Reply Last reply
                    0
                    • JørgenVarnæsJ Offline
                      JørgenVarnæsJ Offline
                      JørgenVarnæs
                      wrote on sidst redigeret af
                      #95

                      two souls...

                      1 Reply Last reply
                      0
                      • JørgenVarnæsJ Offline
                        JørgenVarnæsJ Offline
                        JørgenVarnæs
                        wrote on sidst redigeret af
                        #96

                        seems there is no presentation to go with the CC

                        1 Reply Last reply
                        0
                        • JørgenVarnæsJ Offline
                          JørgenVarnæsJ Offline
                          JørgenVarnæs
                          wrote on sidst redigeret af
                          #97

                          aah - click on "Go to webcast" and the presentation is thre

                          1 Reply Last reply
                          0
                          • JørgenVarnæsJ Offline
                            JørgenVarnæsJ Offline
                            JørgenVarnæs
                            wrote on sidst redigeret af
                            #98

                            Rina-s ~ "reiner arsch"

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                            0
                            • JørgenVarnæsJ Offline
                              JørgenVarnæsJ Offline
                              JørgenVarnæs
                              wrote on sidst redigeret af
                              #99

                              Holy fuck that is funny!

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                              0
                              • JørgenVarnæsJ Offline
                                JørgenVarnæsJ Offline
                                JørgenVarnæs
                                wrote on sidst redigeret af
                                #100

                                Rina-s på markedet 2027 if all goes well

                                1 Reply Last reply
                                0
                                • JørgenVarnæsJ Offline
                                  JørgenVarnæsJ Offline
                                  JørgenVarnæs
                                  wrote on sidst redigeret af
                                  #101

                                  all cash, debt free transaction

                                  1 Reply Last reply
                                  0
                                  • SolsenS Offline
                                    SolsenS Offline
                                    Solsen
                                    wrote on sidst redigeret af
                                    #102

                                    Tahamtan har vel heller ikke lydt så begejstret tidligere. Godt med forventet god safety på ADC-platformen. Netop det de har sagt, at de har søgt efter i årevis.

                                    1 Reply Last reply
                                    0
                                    • B Offline
                                      B Offline
                                      Brit
                                      wrote on sidst redigeret af
                                      #103

                                      Det er sort snak for mig, det som foregår på det conference call. Jeg håber nogen "oversætter" det vigtige, når det er overstået ...

                                      1 Reply Last reply
                                      0
                                      • SolsenS Offline
                                        SolsenS Offline
                                        Solsen
                                        wrote on sidst redigeret af
                                        #104

                                        Lyder umiddelbart som et godt match. Men altid lidt risky med nye stoffer. Upside fra investeringen noget frem i tiden. Spændende med flere data herfra på kort sigt.

                                        1 Reply Last reply
                                        0
                                        • SolsenS Offline
                                          SolsenS Offline
                                          Solsen
                                          wrote on sidst redigeret af
                                          #105

                                          Jeg troede ikke at de nåede med på ADC hypen pga høj prissætning. Nu må vi se om det giver de synergier de tror på.

                                          1 Reply Last reply
                                          0

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