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Genmab — December 2017

Planlagt Fastgjort Låst Flyttet Genmab
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  • BudweisB Offline
    BudweisB Offline
    Budweis
    wrote on sidst redigeret af
    #652

    Janssen er klar - https://twitter.com/JanssenUS/status/938860679750148097

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    • MumtazM Offline
      MumtazM Offline
      Mumtaz
      wrote on sidst redigeret af
      #653

      jeg køber lidt i morgen lidt mandag og lidt efter ASH så får jeg en fin gak til 2018

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      0
      • B Offline
        B Offline
        bikube
        wrote on sidst redigeret af
        #654

        Det var da et flot link, du fandt der Budweis. Det indeholder jo link til en Kaplan graf, der egentlig ligner den velkendte Pollux graf. Det er da aldeles flof med 22,3% MRD negative.

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        • StockBullS Offline
          StockBullS Offline
          StockBull
          wrote on sidst redigeret af
          #655

          http://www.oncologynewswatch.com

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          0
          • Helge_LarsenPI-redaktørH Offline
            Helge_LarsenPI-redaktørH Offline
            Helge_LarsenPI-redaktør
            wrote on sidst redigeret af
            #656

            God morgen. 🙂

            1 Reply Last reply
            0
            • J Offline
              J Offline
              JKY_VH
              wrote on sidst redigeret af
              #657

              God morgen. ASH står for døren, NBI + 1,4%, positive takter i østen=> + Genmab, med mindre verden er gået af lave.

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              • B Offline
                B Offline
                bibob
                wrote on sidst redigeret af
                #658

                God morgen. :-).

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                • B Offline
                  B Offline
                  bibob
                  wrote on sidst redigeret af
                  #659

                  Ja JKY. Alt ser fint ud på overfladen. Men desværre går Genmab jo i øjeblikket mod strømmen. Men vi ved jo at vinden altid vender på et tidspunkt, og så er det med at få hejst storsejlet. 😉

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                  • J Offline
                    J Offline
                    JKY_VH
                    wrote on sidst redigeret af
                    #660

                    fuldstændig enig:-)

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                    • M Offline
                      M Offline
                      Mogan
                      wrote on sidst redigeret af
                      #661

                      God Morgen 🙂 Hvad er jeres holdning / forventninger til weekendens ASH og R&D dag natten til tirsdag - og guidance for DARA for 2018 i f.h.t. aktiekursen?

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                      • E Offline
                        E Offline
                        E_L
                        wrote on sidst redigeret af
                        #662

                        God morgen...
                        transcript: Johnson & Johnson (JNJ) Management Presents at Citi Global Healthcare Conference https://seekingalpha.com/article/4130512-johnson-and-johnson-jnj-management-presents-citi-global-healthcare-conference?part=single

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                        • M Offline
                          M Offline
                          Mcjean
                          wrote on sidst redigeret af
                          #663

                          E L can only read the first page, what is your thought of the transcript?

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                          0
                          • JørgenVarnæsJ Offline
                            JørgenVarnæsJ Offline
                            JørgenVarnæs
                            wrote on sidst redigeret af
                            #664

                            Thx EL - not too uplifting in the M&A department on JJs part...

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                            0
                            • E Offline
                              E Offline
                              E_L
                              wrote on sidst redigeret af
                              #665

                              Let me give you an example of that. DARZALEX, which is our monoclonal antibody in multiple myeloma, we are now doing initial studies to see if it may have application in solid tumors. If it had application in solid tumors, then we will follow that and go into solid tumors too.

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                              • E Offline
                                E Offline
                                E_L
                                wrote on sidst redigeret af
                                #666

                                Matthew Dodds

                                And just given you mentioned DARZALEX and solid tumors, your partner Genmab have indicated that we’ll see data next year and initially I think the expectation for the first data would be ACR. It seems to have shifted towards ASCO. Could you just confirm how much data we’re going to see and a sense of gauging our levels of excitement for what CD38 could add in solid tumors?

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                                0
                                • E Offline
                                  E Offline
                                  E_L
                                  wrote on sidst redigeret af
                                  #667

                                  Joaquin Duato

                                  I would temporarily – I would say, look, we don’t have proof of concept there. We are just in a step of having exploratory studies and potentially next year, we may see some data that would be indicative. We still will have to go through much more diligence. So I consider this now still an interesting possibility, but still a possibility.

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                                  • E Offline
                                    E Offline
                                    E_L
                                    wrote on sidst redigeret af
                                    #668

                                    further, i dont get the sense he sees pressure of competition

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                                    • E Offline
                                      E Offline
                                      E_L
                                      wrote on sidst redigeret af
                                      #669

                                      by the way, seekingalpha is free, you just have to create a user account (for which i never use my main email to avoid spam)

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                                      • E Offline
                                        E Offline
                                        E_L
                                        wrote on sidst redigeret af
                                        #670

                                        Joaquin Duato

                                        Good question. DARZALEX has been a terrific positive story. We have three breakthrough designations. The first indication in pre-paralyzed, the second indication with the two studies in two prior lines are now at ASCO, we’re going to be presenting our first line study, which is a late breaker and that would give us the whole spectrum of lines within multiple myeloma. It’s also been recognized as an agent that is highly combinable with the rest of the treatment modalities that exis

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                                        • E Offline
                                          E Offline
                                          E_L
                                          wrote on sidst redigeret af
                                          #671

                                          So we still continue to see DARZALEX, backbone regimen in multiple myeloma for the years to come. Are there going to be new treatment modalities in multiple myeloma? Certainly. We also have a bispecific with the BCMA and there would be other treatment modalities there. Now, they still would have to make all the route of getting approval in the different indications and we still will continue to see DARZALEX in combination with these therapies being used in clinical practice

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