Genmab — Oktober 2018

E_L

nooooo GB!! not again

dohk

BCMAxCD3 is also getting sexier and perhaps the biggest treat to dara way out in the future. We will
see more result on this at ASH.

dohk

Interesting when we will see the first mab combo...janssen will perhaps try BMCAxCD3 + dara...price is properly the biggest problem.

E_L

unfortunately nobody seems to know JNJ/Genmab are also working a BCMAxCD3, everyone seems to focus on GSK...

dohk

treat=threat...big difference in
meaning;-)

dohk

I think amgen is the biggest contender with their BCMAxCD3

dohk

I believe that the BCMA ADCs haven't show as good results yet compare to bispecific...but this will get a lot of focus at ASH.

nohope

properly - probably - not quite the same either

dohk

haha correct

Solsen

AMGNs drug was iv continuously for 7-9 days or so. Very unstable antibody. The results and especially the duration are to be very very good if they are going to have a chance.

Bulder

I min kalender har jeg noteret at "ordinære" (non-lba) abstracts vil blive offentliggjort i morgen kl. 15 (14). Jeg kan ikke genfinde stedet, hvor jeg så det. Kan nogen bekræfte. Kan være at der allerede her er noget bb2121(7) og amg420 at se.

E_L

Document Moved

(www.hematology.org)

dohk

Don't you think that the 7-9 days dosing is related to initial extreme caution, since it is a phase1 dose escalation study? But anyway the studies are very small, so as with CAR-T the true effect on a broader MM population is to be seen.

Bulder

The bispecifics are not necessarily threats to dara. They can be combined. Just like dara isn't a threat to Rev. They go fine together.

Bulder

Tx E L. That must be 14.00 due to summertime mix this week?

E_L

yes, correct. And late braking titles com later, i think Nov 20

Bulder

that's also what I have in my calendar

Davor

Ja GB - har godt bemærket at det har været oppe nogle gange. Jeg er bestemt ikke enig. Jeg er ikke bekymret for at de selv skal sælge et produkt til brug i refraktær population (minimum konkurrence). Data burde gøre meget, og erfaren salg/Medical salgsorg kan man sagtens købe sig til. Det er vigtigt man begynder at få bygget ekspertisen op, så man ikke skal afgive for meget af kagen på fremdige dara'er (lad os håbe der kommer adskillige af dem

Legolas23

Er der milestone ifm indsendelse af Maia eller er det først ved godkendelse. Størrelsen kender vi vel heller ikke. Spændende om de guider med den i næste års budget.

bibob

Denne er god ahttps://www.shareville.dk/aktier/ambu-as/kommentarer/mange-har-pa-det-seneste-haft-travlt-med-at-ambu-har-vret-a-71723746?_ga=2.143522685.957999228.1540822065-1968836968.1531897765
t læse hvis man fokuserer for meget på P/E.