Genmab — Juni 2018

[StockBull]

Mid’18 CASSIOPIEA –frontline transplant patients, interim read out from the induction phase of the trial which could set the bar for CAR-T based competitor approaches in frontline MM –although longer follow up from the maintenance setting required

[StockBull]

Capital Markets Day –September 26th 2018 –We expect details on the progress of the proprietary pipeline as well as updates on Darzale

[StockBull]

Late 2018/early 2018 –GRIFFIN Data could sneak into FY18 and possibly pull forward sales in US transplant patients

[StockBull]

Feb 2019 –MorphoSys patent case –Jury trial is scheduled for February 2019 we include a 10% chance of a 7% royalty to MOR reducing the GEN royalties

[JørgenVarnæs]

tak fr info stockbull

[E_L]

what stduy are they referring to here? http://www.proinvestor.com/investornyt/538291/janssen-starter-nyt-studie-med-darzalex-og-pd-1-haemmer-i-solide-tumorer

[StockBull]

Not sure but seem like a new Halmstraa

[StockBull]

I do not have access. Already used the 30 day free trial

[StockBull]

(specialty.mims.com)

[Plimsoller]

EL. They are referring to a new study. https://clinicaltrials.gov/ct2/show/NCT03547037?term=daratumumab&draw=7&rank=58

[Plimsoller]

Basically saying that Janssen also still believe there are possibilities with this combination.

[E_L]

thank you Plimsoller . We discussed that study here almost 3 weeks ago… journalists do your job properly or don´t do it al all…

[Investor13]

Er vi ikke enige om, at godkendelsen vi venter på, som muligvis er rykket, er den vi har fået i hus i US?

[Investor13]

Så er der vel ingen fare på færde?

[Sukkeralf]

Jo og nej

[Sukkeralf]

eller rettere formentlig nej - man kan dog aldrig vide sig sikker

[Investor13]

Forstår ikke bekymringen så?

[Investor13]

Måske lidt lavere salg i år, men intet betydningsfuld på den lange bane.

[nohope]

Du mister salg nu og her og enten udløber patent eller der kommer konkurrenter.

[Investor13]

Udløber patent?? Vi snakker sandsynligvis en måned eller to.