Genmab — August 2017

[flottenschmecker]

Det er jo ikke specielt meget, når man tænker på det cash-burn biotekvirksomheder normalt kører med

[flottenschmecker]

SGEN kører med ca usd 50-60m skæve i operating result per kvartal

[royal]

Sgen: http://www.vuru.co/analysis/SGEN/

[royal]

Kan man ikke forestiile sig en anden fordeling end 50/50 hvis det er for dyrt for sgen?

[polle1]

Undskyld Sukkeralf : SA ??

[Sukkeralf]

Ja det er da et godt spørgsmål - skulle stå SG, altså SGEN eller Seattle Genetics

[Mcjean]

En emission er da lige til højrebenet, vil ikke opgive deres 50/50 hvis det kører på skinner. Men marketingsmæssigt vil GB og SG være som to humlebier i flyvekonkurrence med en condor, så der skal nok blive futtet en masse unødige penge af i den proces er mit gæt.

[polle1]

Tak Sukkeralf, blev sgu' lige lidt forvirret

[kkjoel]

Fra SGENs
2017-Q2 rap: "As of June 30, 2017, Seattle Genetics had $473.0 million in cash, cash equivalents and investments."

[E_L]

Dara now available in Argentina
http://www.infobae.com/salud/ciencia/2017/08/09/una-revolucionaria-terapia-biologica-da-esperanza-a-personas-con-mieloma-multiple/

[Legolas23]

Thank you EL

[gentogen]

Abstracts accepted for presentation at ESMO 2017 as Proffered Paper (oral presentation), Poster Discussion and Poster will be published online on the ESMO website at 00:05 CEST on Thursday, 31 August 2017.

[Sukkeralf]

Fra Xencor transcript:

[Sukkeralf]

Sure, sure. So, the CD38 x CD3 targeting program that was part of our Amgen collaboration. I guess, we did that deal in September of 2015, it’s now two years. I know that they are still active advancing it.

[Sukkeralf]

I am hopeful that they will have it in the clinics soon. I can’t really say because, that program is fully outlicensed to them and we are just watching them as they progress it. Yes, we are very excited to see that one can get in the clinic very soon.

[Sukkeralf]

Desuden forventer de at Novartis kommer med de første data på CD123/CD3 og CD20/CD3 i 2018 - det bliver lidt spændende at følge med i

[E_L]

good find. I am very happy with the answer from Jan on the question of competition and CAR-T. I think his answer confirmed exactly your view didn't it Sukk
eralf?

[Sukkeralf]

Og her er det studie med isatuximab plus Sanofis egen PD-1

[Sukkeralf]

ClinicalTrials.gov

(clinicaltrials.gov)

[Sukkeralf]

E L - yes indeed but again CAR-T is something we need to constantly follow because of the very impressive results. Now two CAR-T targeting BCMA in the clinic