Genmab — Maj 2018

[E_L]

I liked this tweet : Sam Shrivastava‏ @shrivastava_sam "
Daratumumab is a blockbuster drug. The IO combo was like slot machine bet. Pure gamble.

Still a big drug. Non event.
"

[E_L]

June 4 would be an ASCO poster presentation on Daratumumab with or without JNJ-63723283 / MMY2036 ; if they don't cancel that, maybe we can get some further details

[Investor13]

E L: What do you see as a fair price for Genmab after this failure?

[Investor13]

And do you think it Will be a Good time to buy The coming week, when the share most likely will drop a lidt

[Investor13]

Lot

[E_L]

I believe value is much higher as where we are now, irrespective of this failure. But markets will be markets, it is not easy to predict when the mood will turn positive again

[Bulder]

Kun en tåbe frygter ikke markedet

[gentogen]

Hvis jeg så bare havde noget mere at købe for, så ville det da være Ok...

[Investor13]

So as a long term investment (2years), Genmab should be a sage winner?

[Investor13]

Gen: jeg har en del frie midler, så er interesseret i gode investeringsmuligheder

[Investor13]

Safe

[gentogen]

Bortset fra det, så vedrører nyheden vel så ikke dette studie (eller hvad): A Study of Atezolizumab (Anti-Programmed Death-Ligand 1 [PD-L1] Antibody) Alone or in Combination With an Immunomodulatory Drug and/or Daratumumab in Participants With Multiple Myeloma (MM)

[Bulder]

Nævnte det i går. Det er Roche-styret, og ikke omfattet af meddelelsen.

[Bulder]

Det har kørt i over 3 år, og man skulle mene at evt faresignaler ville være opdaget.

[Bulder]

næsten 3 år, ikke over 3 år

[E_L]

I can't give you investment advice @Investor13 , but my hope is that we will get significantly higher over the next 2 years

[E_L]

the way I read the press release, is that they well get in touch with all PD(L)1 combo partners to discuss if those will be stopped also? We really need a bit more info

[Raffles]

Noget helt andet!!!: Vedr. Hexabody DR5/DR5 så blev første patient doseret d. 8/5 (Oplyst på GF). Jeg kan ikke finde studiet på Clinical Trials. Er der nogen der kan finde studiet??

[gentogen]

Nej. Hvis det findes på CT, så har de gemt det ekstremt godt....

[gentogen]

Det er jeg med på Bulder. Det understreger bare min måske lidt anstrengte pointe med, at det ikke nødvendigvis er dårligt for Genmab at JNJ-63723283 åbenbart ikke virker (med Dara). I givet fald er nyheden i princippet kun dårlig for JNJ. Det kan jo være, at konkurrenterne gør det bedre.