Genmab — December 2023

[Solsen]

Men med 10-15 pts pr behandling vil der ikke kunne findes nogen tendenser. Statistik er ikke nemt og 30 pts er bedre end 15. Men jeg er ikke ekspert - blot ser jeg de mange kombinationmuligheder som et problem med kun 600 pts.

[Solsen]

Og er der statiske sikre resultater med 10-15 pts så griber man dem Så der kan godt være statestik i spil (en rettelse til mit første svar).

[gentogen]

Selv om de ikke afslører noget konkret, er det vel rimeligt at antage, at nogle kombinationsmuligheder og sygdomme forfølges mere end andre

[Solsen]

Jo og det er jo også muligt at ikke alle midler benyttes i alle indikationer. Men det må være positiv, at forsøget udvides.

[Solsen]

Pointen var vel blot, at forsøget er komplekst

[Helge_LarsenPI-redaktør]

Godmorgen.

[ProinvestorNEWS]

Capital Increase in Genmab as a Result of Employee Warrant Exercise https://www.proinvestor.com/investornyt/1086639/capital-increase-in-genmab-as-a-result-of-employee-warrant-exercise

[Stroka]

God morgen

[Klarussen]

Godmorgen

[E_L]

Hubon
@Hubon

UBS: Genmab - Potential path towards novel IO, upgrade to Buy
Upgrade: RATING: Buy (Neutral); PT: 2800 (3000);
The largely ignored oncology pipeline could be an alternative, if not a better, solution for Darzalex cliff, with multiple catalysts ahead showing its potential. https://twitter.com/Hubon/status/1732303871257559233

[Hen]

Onsdag er der også analysenyt om Genmab, der har fået løftet anbefalingen hos UBS til "køb" fra tidligere "neutral". Kursmålet på 2800 kr. fastholdes og indikerer et potentiale på 27 pct. i forhold til tirsdagens lukkekurs for aktien på 2197 kr. .\˙ MarketWire

[E_L]

ESMO Immuno-Oncology 2023 Poster online- HexaBody-OX40, a novel Fc_ receptor crosslinking-independent OX40-targeting antibody, exhibits agonistic activity in vitro and antitumor activity in vivo https://cslide.ctimeetingtech.com/immuno23hybrid/attendee/confcal/presentation/list?q=148P+ "A first-in-human clinical trial is planned " I am assuming this is the #6 in the BioNTech cooperation.

[E_L]

ESMO Immuno-Oncology 2023 Poster - Safety and Antitumor Activity of GEN1042 in Combination with Pembrolizumab _ Chemotherapy in Solid Tumors: Phase 2b Dose-Expansion Trial in Progress https://cslide.ctimeetingtech.com/immuno23hybrid/attendee/confcal/presentation/list?q=160TiP+

[ProinvestorNEWS]

Genmab hæves til "køb" hos schweizisk storbank https://www.proinvestor.com/investornyt/1086822/genmab-haeves-til-kob-hos-schweizisk-storbank

[Klarussen]

På tide

[Bulder]

Sounds promissing, “ encouraging early clinical activity, including complete responses”.

[Solsen]

Plural CRs in heavy treated pts. Very interesting !

[E_L]

agree, very early ofcourse, but the news we are getting so far seems promising !

[lahn1]

Doesn't this support our thinking yesterday, that the expansion of trial pts. is a possitiv sign ?

[E_L]

I would think so, yes. Let's hope we'll get some comments on it next week.