Genmab — Oktober 2018

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from Seattle Genetics earnings report:

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Tisotumab Vedotin (TV) Program Highlights
•Phase 1/2 Data Presented at ESMO: Seattle Genetics and Genmabreported updated data from the cervical cancer expansion cohort of theinnovaTV 201 phase 1/2 trial at the European Society for MedicalOncology 2018 Congress. The data continue to support the rationale forthe ongoing potentially pivotal trial, innovaTV 204, evaluating TV asmonotherapy for patients with recurrent and/or metastatic cervicalcancer who have relapsed or progressed after standard of

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of caretreatment.
•InnovaTV 208 Phase 2 trial in Ovarian Cancer: Seattle Geneticsand Genmab plan to evaluate the safety and activity of TV asmonotherapy in patients with platinum-resistant ovarian cancer. Thetrial is expected to begin by early 2019.

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from Earnings Conference Call Transcript: https://www.fool.com/earnings/call-transcripts/2018/10/26/seattle-genetics-inc-sgen-q3-2018-earnings-confere.aspx

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Now I'll turn to Tisotumab Vedotin or TV which we're developing with Genmab. TV targets tissue factor which is expressed in a wide array of solid tumors. We are currently enrolling a pivotal trial of TV in cervical cancer that is designed to support a regulatory submission on to the FDA's accelerated approval pathway.

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We're also enrolling a Phase 2 basket trial evaluating TV and other solid tumors where tissue factor is expressed. These include colorectal, pancreatic, non-small cell lung cancer and head and neck cancer, and we also plan to initiate a trial focused on ovarian cancer.

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the CEO mentions the pivotal trial of TV in cervical cancer as one of the key milestones expected in the next several months

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"And we're really excited about looking at ovarian cancer, but also a few other solid tumors as part of our basket trial as we're calling it."

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https://www.biospace.com/article/president-trump-will-propose-changes-to-lower-medicare-drug-prices/?utm_source=Social_JS&utm_medium=Facebook&utm_campaign=Daily_Article

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President Trump Will Propose Changes to Lower Medicare Drug Prices

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SEB sænker fra 1200 til 1030. Beholder køb.

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Vi må erkende, at der er meget negativ bias rund om Genmab lige nu. Det bliver svært for kursen at rejse sig og ændre den markante og vedvarende nedadgående TA kanal.

[Nickstar]

Det har der været i et år efterhånden, så spørgsmålet er om det kommer til at ændre sig foreløbig, eller om det overhovedet ændrer sig

[OHW]

Jeg tror ikke på nogen hurtig ændring. Meget afhænger af, hvad en positiv MAIA melding gør ved kursen, altså hvor mange potentielle købere holder sig tilbage på grund af frygt for MAIA fiasko.

[Nickstar]

Jeg tænker at samme scenarie gentager sig. stiger på gode maia data, og falder tilbage ugerne efter....desværre

[OHW]

Det ER et børsnoteret selskab og derfor SKAL ledelsen forholde sig til den meget lave kurs. Det bør udmønte sig i andet end "super", "sokker" og "fantastic" kommentarer og derved prøve på at genvinde investorernes tillid til cases...men det er nok et spinkelt håb. Bestyrelse og ledelse i børsnoterede selskaber betragter som regel aktionærerne som et nødvendigt onde, indtil de truer deres position.

[Helge_LarsenPI-redaktør]

Hvorledes tænker du, at ledelsen skal forholde sig til kursen?

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Genmab is in the quiet period before the financial report; they will not say anything until Nov14.

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by the way, didn't we conclude a while ago that the guys at SEB are idiots…?

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(so are we for sticking with this stock from 1480, but that is different
....)