Genmab — November 2017
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Du har da ret, men jeg er alligevel meget spændt på om der kommer et abs på Alcyone på tirsdag og om data er gode. Ikke så meget fordi Alcyone i sig selv er så pokkers vigtig, men det vil pege frem mod endnu bedre data i Maia - og det er vigtigt pga det amerikanske marked.
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Flash Nordea "At the SITC conference last week (8-12 November) in National Harbor, Maryland, JnJ showcased its own CD38 preclinical data in lung cancer (NSCLC) as well as early data for its in-house developed anti-PD-1 antibody JNJ-283. We find the data and presentations highly interesting in a Genmab context. First of all, with regards to the CD38 preclinical data in NSCLC, it is, to our knowledge, the first time we see JnJ’s in-house early data for CD38 in solid cancers.
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We have previously seen data from JnJ explaining the potential effect of Daratumumab (Darzalex – CD38) on the tumour micro-environment, but that has been from trials in multiple myeloma (depletion of T-regulatory and B-regulatory cells). We have also seen data from Chen et al from MD Anderson Cancer Centre at ASCO-SITC back in February 2017 highlighting very intriguing preclinical results in lung cancer tumours when CD38 was combined with PD-L1.
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God morgen. Det har flere gange været diskuteret om J&J potentiels kunne have interesse i at opkøbe Genmab. Eftersom J&J har extimeret Darzalex salg for 2021 til 7B usd vil jeg mene de allerede har indikeret Genmabs potentiale og derfor vil et bud under 2500kr ikke være interessandt for Genmab og hvis vi antager J&J har været konservative i deres estimat burde der snart ske noget positivt med Genmabs kurs. De 7B usd hænger ikke sammen med nuværende lave kurs. Kan nun undre over der nu er short
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