Genmab — Oktober 2018

[Raun]

Vil næsten vædde på at AQR minsker deres short position i disse dage....

[E_L]

this one, https://ir.genmab.com/news-releases/news-release-details/genmab-and-seattle-genetics-announce-tisotumab-vedotin-data-be Bulder just gave you the link where it will be published -tomorrow already. Only poster presentation, so i expect nothing more in the weekend ?

[Darvin]

Kkjoel m fl mht strategi. Har en fast position i Gen idet jeg tror fuldt ud på aktien. Har dog samtidig, hvert år og gentaget, spekulerer i Bull på den. Sammenlagt har det været en super investering. Har aldrig rørt Bear mht Genmab - tør ikke

[Thomas]

Troede kun vi fik TV data på ESMO?

[JørgenVarnæs]

ok - tak. så er der vist ingen grund til at sidde på stilke over wekenden

[E_L]

Huge New trial, D-RVd, 690 patients Ph III, SC,
https://clinicaltrials.gov/ct2/show/NCT03710603?term=daratumumab+OR+ofatumumab+OR+tisotumab&lupd_s=10%2F18%2F2018&rank=3

[E_L]

this was Griffin https://clinicaltrials.gov/ct2/show/NCT02874742?term=MMY2004&rank=2
and this one was announce in the summer https://clinicaltrials.gov/ct2/show/NCT03652064?term=Daratumumab+VELCADE+Lenalidomide+Dexamethasone&rank=2

[E_L]

so the differnence with the summer trial is transplant or not? (summer was also already SC)

[E_L]

this Ofatumumab RMS -autoinjector trial started recruiting https://clinicaltrials.gov/ct2/history/NCT03560739?A=1&B=2&C=merged

[Bulder]

Yes, the new one must be the continuation of Griffin in the transplant setting.

[Bulder]

But primary outcome still pfs and nor mrd, which is secondary. Pfs up to 9(!) years.

[Bulder]

nor=not

[Bulder]

But it does not rule out a filing for approval after Griffin-read-out. An approval can be given on the condition of a phase 3 study.

[E_L]

9 years??? wtf...
hadn't seen that yet...

[E_L]

good point. anyway , it points to a good read-out, doesn't it, otherwise you dont start 2 (big) trials so fast afterwards

[Bulder]

Primary completion May 2029! I'm sure they'll file.

[Bulder]

... after the phase 2.

[E_L]

sounds very comforting

[E_L]

the JNJ BCMA CD3 DuoBody is near primary completion date on Nov 1; they moved the final completion date to Oct 2019 ; 1 year earlier https://clinicaltrials.gov/ct2/history/NCT03145181?A=10&B=11&C=merged

[Helge_LarsenPI-redaktør]

Jeg har desværre en meget sørgelig meddelelse: Analytiker og redaktør for ØU og Nordic Biotech og tidligere flerårig flittig anonym skribent på de sociale aktiemedier Peter Aabo er sidste torsdag 43 år gammel afgået pludseligt ved døden pga en blodprop. Vi er mange her fra PI som har skrevet i samme tråde som ham og nydt godt af hans venlighed og kompetencer indenfor biotek - og pharmaindustrien. Mine tanker går til hans datter og til resten af den nære familie.