Genmab — November 2018

[Solsen]

Dara kan jo heller ikke få det hele !

[Bulder]

Cassiopeia kom ikke med https://ash.confex.com/ash/2018/webprogram/Session13723.html

[AaBforever]

Nordea gik da godt nok fra salg til køb..måske Novod må overgive sig..:-)

[JKY_VH]

Løntoft https://www.nordnet.dk/mux/web/analys/nyheter/visaNyhet.html?itemid=504877013&sourcecode=ddk

[Bulder]

Kunne godt ligne at US retter sig. Holder det aftenen igennem skal vi vel videre op i morgen - måske hjulpet af SH.

[Helge_LarsenPI-redaktør]

Just a moment...

(www.proinvestor.com)

[Helge_LarsenPI-redaktør]

Det undrede mig lidt, at Genmab ville have Q&A en uge efter regnskab denne gang. Deres timing fejler ikke noget.

[Bulder]

45,1% CR eller bedre i Alcyone, men gns alder "kun" 71 år. 29,9% 75 år eller ældre.

[Davor]

En fordobling af respons over stand of Care i første linje, velkendte endpoints, velkendt præparat. Hvor er hårene i suppen? FDA kan vel dårligt få en bedre case til at vise værdien af deres pilot?

[E_L]

yea, been checking for a press release from JNJ on it, but nothing yet

[Bulder]

RTOR kan vel i givet fald mere end opveje forsinkelsen af Maia?

[E_L]

yes, possibly. And i think we can agree the delay was positive? No guarantee we get the RTOR though until we see a press release...

[Bulder]

Have you seen any comments on the data on twitter?

[E_L]

nothing really descriptive, some positive comments on the chart, making such a nice 'plateau'

[E_L]

New small trial : Phase 2 Study for the Safety and Efficacy of Daratumumab in Combination With Ixazomib and Dexamethasone as 2nd Line Therapy in Multiple Myeloma Patients (DARIA) https://clinicaltrials.gov/ct2/show/NCT03746652?term=daratumumab+OR+ofatumumab+OR+tisotumab+OR+arzerra+OR+darzalex&lupd_s=11%2F20%2F2018&rank=1

[Bulder]

The plateau lies around 70-75%. Could lead to more than 80 months.

[peter12]

Fra twitter
https://twitter.com/DrFEscalanteB/status/1064923276005265408

[bibob]

Warrants. https://oasm.finanstilsynet.dk/dk/vismeddelelse.aspx?aid=2b12b281-0890-4762-8fc5-74f89d87f8d9&atid=329632

[bibob]

Very small Numbers.

[Skod]

Super data, mulig RTOR, stolemangel. Det bliver dælme svært at hitte ud af hvad guidance for 2019 bliver. Hvad regnes der med her på PI? $3 mia. er vel ikke nok?