Genmab — Maj 2018

[GeorgeBest]

Tak Bulder

[Mayflower]

Net sales var i Q1 USD 264 mill. for US og 168 for ROW. Tror man skal være forsigtig med at pejle for meget efter SHS. Mener kun der et recept-tallene. Men hvis marts var 109, så ser det da ikke tosset ud.

[Mayflower]

Men da dara nu er i 1. line bør det da afspejles der.

[Mcjean]

Nej

[Mayflower]

Der bør vel alt andet lige udskrives flere recepter, når behandlingen foregår i første linje. Derfor bliver "mørketallene" mindre. Eller?

[Helge_LarsenPI-redaktør]

Det er endnu ikke første linje i den kombi amerikanske læger foretrækker.

[E_L]

This Tecentriq/Dara trial includes a SC arm. Only 6 patients for that arm, they increase the trial with 36 patients https://clinicaltrials.gov/ct2/history/NCT03023423?A=17&B=18&C=merged

[Bulder]

Tx E L. So they did what Winkel was talking about at CC. And at the same time they have postponed primary completion date from July 25 - 18 to February 28 - 19. I'm afraid there wil be no early read out.

[Bulder]

On the other hand I guess it can only be considered positive that they take more pts in.

[Bulder]

As I understand it, they have added a safety SC-arm with 6 pts. The same number that was in the first safety run in. And also added 30 pts for the phase 2 part. All in all encouraging i guess, but will probably delay read out?

[E_L]

maybe they can read out the IV arms already earlier? not sure. I was thinking, maybe they will make those 30 SC also, even though that is not what they write so far

[Bulder]

I can only conclude, that when they add a safety phase 1b SC-arm, it MUST be because they are satisfied with the data so far, and therefore wants to prepare the road to a coming phase 3 study, which will be dara SC. Not?

[pauly]

træls så mange tæv vi får i dag

[polle1]

Skidt skidt dag, nogen særlig grund ?

[Schiff]

Er det ikke bare en Genmab klassik efterhånden. Kursen har ikke rykket sig i efterhånden 2 år...magien er væk..

[Bulder]

GMXAY falder 5% med 68k handlet

[Solsen]

68k er vel svarende til 6.800 aktier. Men pudsigt fald, der måske kan relatere sig til evt senere readout isolid ?

[Bulder]

Solsen, hvad tænker du om at de har tilføjet en SC safety arm?

[Bulder]

Kursen (på Genmab) droppede for alvor da US åbnede - eller om man vil, da E L kom med oplysningen

[Bulder]

Det kan osse være et dårligt recepttal, der allerede er sivet ud