Genmab — November 2018

[E_L]

@Sukkeralf on the back of your CD3 question; did you see the resumption of the CD3xCD123 trial as shown by gentogen?
https://clinicaltrials.gov/ct2/show/NCT02715011?term=JNJ-63709178&rank=1

[Sukkeralf]

https://myelomabeacon.org/news/2018/11/21/rvd-vrd-induction-plus-transplantation-responses-survival/

[Sukkeralf]

E L yes I did but dont pay much attention to this study due to several "on hold". I seems to be uphill.........

[Sukkeralf]

obviously any data from a duobody is exciting

[Sukkeralf]

In the Q3 report Genmab mentioned that Janssen had payed for exclusivity for jet another program if I remember correctly - thats nice that they still are active and a good sign for the platform works

[Sukkeralf]

yet

[Sukkeralf]

https://myelomabeacon.org/news/2018/11/06/overall-survival-benefit-sustained-complete-response/

[Sukkeralf]

Dette taler jo lidt for at det er vigtigt at få en dybt og vedholdende respons i første behandling

[StockBull]

Morning

[StockBull]

@Tandfeen. Mon ikke de bliver over 662 mio for Q4. Tror det for de får jo højere % sats i Q4 for Darzalex royality.

[StockBull]

16% satsen bliver nok for hele Q4

[StockBull]

Derouover rykker ROW sikkert også i Q4

[Sukkeralf]

David forventede i hvert fald lidt første linie salg i Tyskland

[E_L]

@Sukkeralf ; you are posting this article in relation to MAIA, right? One would think MDs also know this, hence the twitter discussion yesterday surprised a bit... Will be an interesting discussion at ASH...

[Sukkeralf]

Som du skrive USA bare lidt bedre og så lidt højere royalty Stockbull og RoW bør også kunne stige, så jeg ser ikke noget problem i at nå milestones og dermed guidance

[Sukkeralf]

Yes E L thats my point and also what I think is the most common rule of thump - hit the cancer hardest the first time gives the best outcome in the longer run

[Sukkeralf]

Jan nævnte også at et af DuoBodies var på vej i fase II - det kan vel kun være cMet /EGFR, hvilket også kunne udløse en okay milestone

[E_L]

ok, agree, thks

[Sukkeralf]

Just a moment...

(www.firstwordpharma.com)

[OHW]

Så skal aktien endnu længere ned, Cart- t spøgelser