Genmab — Maj 2018

[OHW]

...men hvordan man tolker "hurtigt" er jo op til debat

[Sukkeralf]

Mon ikke han tænker på nyhedsflowet i H2

[E_L]

the stupid stock is trading like a drunken sailor... it is easy to understand that investors give up on it if they don't know enough about it. you have to keep doing your research day after day & that can become frustrating and tiresome...

[E_L]

I still think it will be worth it...

[E_L]

meanwhile Novartis, receives second FDA approval for their CAR-T - https://www.novartis.com/news/media-releases/kymriahr-tisagenlecleucel-first-class-car-t-therapy-from-novartis-receives-second-fda-approval-treat-appropriate-rr-patients-large-b-cell-lymphoma

[Bulder]

Gad vist om nogen vil bringe Schönhartings forslag om aktietilbagekøb op på næste CC? Eller er der nogen her der spørger på Q&A?

[Bullit]

Nogle der har læst denne og vil give en kommentar dertil? Er det noget der truer genmab casen?
https://medwatch.dk/secure/Medicinal___Biotek/article10564531.ece?utm_source=Feed&utm_medium=latest

[Bulder]

Jeg kan ikke læse artiklen. Men det er klart Selinexor, det drejer sig om. Og som jeg skrev forleden, så er det kun godt, at der er muligheder for pts efter dara.

[Sukkeralf]

Det er i 5-6 linie behandling, så i første omgang ingen konkurrent - hvis kombinationsforsøgene bringer Selinexor længere frem, så kan det over tid blive en mindre
konkurrent.

[Bullit]

Ok jeg takker.

[E_L]

Janssen buys an immunotherapy company specialising in oncolytic viruses - https://www.prnewswire.com/news-releases/janssen-to-acquire-benevir-biopharm-to-advance-immunotherapy-regimens-300640969.html - http://benevir.com/

[E_L]

The Tisotumab Vedotin (HuMax-TF-ADC) Safety Study in Patients With Solid Tumors was updated: was completed in December, enrollment 24 against the anticipated 44 - https://clinicaltrials.gov/ct2/history/NCT02552121?A=8&B=9&C=merged

[E_L]

no results posted yet

[Bulder]

@Bullit: Der kører forresten et studie, hvor dara kombineres med Selinexor. https://www.clinicaltrials.gov/ct2/show/NCT02343042?term=daratumumab+selinexor&rank=1

[Investor13]

Hvornår får vi senest afgørelsen for den kommende 1.linje godkendelse? Og hvor meget regner i med det vil påvirke kursen?

[E_L]

target date of May 21, 2018 for FDA (US) approval of combination with bortezomib, melphalan and prednisone. European approval a bit later (maybe august?)

[E_L]

Europe is more important for this combo. Offcourse, everyone will say 'it was priced in' , but each approval is a big de-risking event and should be seen as very good news

[E_L]

I would expect some updates on running trials at ASCO early June, hopefully that will show some improvements again

[polle1]

USD 6,23, GEN prognose baseret på USD 6,00, får vi en tidlig opjustering i næste uge ?

[Helge_LarsenPI-redaktør]

God morgen.