Genmab — Marts 2018

[Mcjean]

Sry repsac en mindre korrigeringsfejl, lad os sige senest efter 2 kvartals ROW foreligger, så er vi garderet.

[Bulder]

Det er måske så småt ved at gå op for markedet at D-VMp-godkendelsen i EU kommer 3 mdr. før forventet (af Genmab), og at denne kendsgerning meget vel kan følges af en opjustering.

[E_L]

exactly what I was thinking; they probably got the positive recomendation yesterday. We will only hear this on Friday as you said before, but insiders offcourse already know

[bibob]

Insiders. ?? - then we should have had the information already.

[Bulder]

We have known it since January

[bibob]

You have got a point there.

[E_L]

meanwhile the 'MASTER' study now started recruiting - KRdD -
https://clinicaltrials.gov/ct2/show/results/NCT03224507?term=NCT03224507&rank=1

[StockBull]

Ser dog ud til PE værdien er ved at være lidt anstrengt p.g.a faldende USD. Vi skal forvente en fladende PE fremadrettet og for 2015,16,17 havde vi PE på 73, 61 57,9 i.f.m årsregnskab og p.t ligger vi på 57 så meget mere kan PE vel ikke trække med mindre der kommer noget uventet positivt a la positiv solid data eller lignende eller evt. opjustering af Dara salg over de 2.3mia

[Soeborg]

Lavere USD medfører lavere GENMAB aktiepris

[StockBull]

I princippet ja - men også afhængig af hvor gode Genmab har været til at hedge mod valutaudsving. Derudover kan evt. prisstigninger komme på banen som kan opveje en evt. svag USD. Men min pointe er nu mere at PE vil/bør falde fremadrettet i takt med Darzalex salget nærmer sig peak salg, så 5 point ned per år fremadretter skal vi nok forvente.

[bibob]

JvdW sagde på QA at de havde en dollarkurs på 6 og guidede ud fra det. Så kursen nu er nogenlunde ok. Men en stigning vil da være velkommen.

[E_L]

for the BerGenBio (/AXL)
watchers: http://news.cision.com/bergenbio-asa/r/bergenbio-to-present-overview-of-phase-ii-clinical-trial-portfolio-combining-bemcentinib-with-keytru,c2477716?utm_source=dlvr.it&utm_medium=twitter http://www.bergenbio.com/wp-content/uploads/2018/03/2018_IO-summit_.pdf

[GeorgeBest]

Lidt mere om Bluebird og relapsed myeloma patienter: “I think that CAR T cell therapy is very promising and exciting. It is still early, however, and much research to be done. I have personally treated three patients with far advanced refractory myeloma on CAR T cell protocols — two patients on distinct BCMA protocols and one patient on CD19 protocol. All patients responded and benefitted. However, with time, the myeloma has returned,” Anderson said in a statement provided to STAT by Dana-Farber

[E_L]

thanks GB

[E_L]

Daratumumab in Patients With Metastatic Renal Cell Carcinoma (MRCC) or Muscle Invasive Bladder Cancer - https://clinicaltrials.gov/ct2/show/study/NCT03473730?term=cancer&lupd_s=03%2F08%2F2018&lupd_d=14

[E_L]

Early Phase I, but will only take 1 year to complete

[E_L]

keep them coming those trials!

[E_L]

"nothing happening"

[E_L]

MRCC = kidney cancer

[Bulder]

I think MD Anderson is the only center running dara mono studies in solid cancers. They also run a pre-surgical study in prostate cancer.