Genmab — August 2017
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Har lige opdaget dette Nordea Flash fra i formiddags "Equity Flash Comment - Flash Comment , Genmab A/S
We have been made aware that the abstract data for Tisotumab Vedotin may not be the most updated cut-off. This, despite the abstract describing that responses have increased from 6 to 7 from the abstract submission to the release of the data in the abstract. We have discussed it with Genmab and the company notes that the most updated data is from the company release on 16 June, where a 32%
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ORR was reported, but not defined as an ORR as the study had not been finalised. This compares to the 37% mentioned in the ESMO abstract released today. We were aware that the ESMO abstract submission deadline was 10 May 2017, ie before Genmab’s headline release, but it remains somewhat confusing that the abstract describes response rates at time of release of abstract versus at time of abstract submission. In any case, the ORR of 32% (and 37% at an earlier stage described in the abstract),
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Godt nok er det en plusdag, men check lige SGEN. Jeg kan ikke se, at der er kommet noget nyt omkring dem
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http://files.shareholder.com/downloads/AMDA-KPIBN/3691997971x0x668195/DEC9A61F-6B95-41AA-94A0-02FD1DE98107/2013_TF_ASCO_Breij_poster.pdf En tidlig poster på TV, der bl.a. viser hvilke cancerformer, der udtrykker TF. Cervical er ikke den type der udtrykker TF mest ! Så data fra de andre grupper bliver interessante.
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Haha. Den er jeg også helt med på - det er måske fordi sgen bliver "US" belønnet og GEN bliver Europa belønnet...
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Men så får GEN jo bare Actelion premium...
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TF som target er jo mind boggling ift potentiale
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Kan et adc egentlig indgå i en kombobehandling?
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hæh. Det er jo nok ikke kemo...
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Husker desværre ikke hvad det var. En lille historie om, hvor effektiv adc teknologien kan være http://www.pvanuden.com/2014/04/antibody-drug-conjugates-adcs-new-type.html
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