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Genmab — December 2018

Planlagt Fastgjort Låst Flyttet Genmab
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  • BulderB Offline
    BulderB Offline
    Bulder
    wrote on sidst redigeret af
    #999

    ?? 372 is against lungcancer. cd3xcd20 is against B-cell malignancies. Why compare?

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    • SolsenS Offline
      SolsenS Offline
      Solsen
      wrote on sidst redigeret af
      #1000

      No the CD20 x CD3 is sc in trial

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      • SolsenS Offline
        SolsenS Offline
        Solsen
        wrote on sidst redigeret af
        #1001

        If its a generel problem with duobodies then I just mentioned it to calm down investor who would think it was the same issue with Genmabs own duobody in CD20XCD3.

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        • E Offline
          E Offline
          E_L
          wrote on sidst redigeret af
          #1002

          we are just trying to see if our next blockbusters will have similar start-up problems lol

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          • E Offline
            E Offline
            E_L
            wrote on sidst redigeret af
            #1003

            but when JNJ-372 is rolled out (when, not if 😉 ) the Dara infusion shares will be empty&available 😉

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            • SolsenS Offline
              SolsenS Offline
              Solsen
              wrote on sidst redigeret af
              #1004

              I belive JNJ have bought more options from HALO. If JNJ-372 is poven effective then they could use one of them in later trials.

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              • S Offline
                S Offline
                Sukkeralf
                wrote on sidst redigeret af
                #1005

                As Jan has said before the problem with these new candidates is not if they work but if they are safe to patients

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                • P Offline
                  P Offline
                  peter12
                  wrote on sidst redigeret af
                  #1006

                  I dont think jnj-372 sounds too bad when you think about the effect ? He already describe some effect of the treatment (less coughing)

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                  • E Offline
                    E Offline
                    E_L
                    wrote on sidst redigeret af
                    #1007

                    "The most exciting drug to be developed in recent memory for thyroid eye disease is surely teprotumumab " https://www.reviewofophthalmology.com/article/management-of-thyroid-eye-disease

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                    • E Offline
                      E Offline
                      E_L
                      wrote on sidst redigeret af
                      #1008

                      Horizon Pharma presentation at BofA http://ir.horizon-pharma.com/static-files/95da762c-bc78-4c48-b2fd-9f5646beab20

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                      • P Offline
                        P Offline
                        peter12
                        wrote on sidst redigeret af
                        #1009

                        It seems like they have lifted peak sale to 3x earlier estimate (750 M$
                        instead of 250 M$) ?

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                        • SolsenS Offline
                          SolsenS Offline
                          Solsen
                          wrote on sidst redigeret af
                          #1010

                          https://play.borsen.dk/klip/5c112931595ab4f00a32b9f8/genmab-direktoer_2019_bliver_et_stort_aar_-_investorer_undervurderer_pipelinen.html

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                          • E Offline
                            E Offline
                            E_L
                            wrote on sidst redigeret af
                            #1011

                            that is a really nice interview. So we will not hear about RTOR until we get approval then i guess?

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                            • SolsenS Offline
                              SolsenS Offline
                              Solsen
                              wrote on sidst redigeret af
                              #1012

                              As said many times - when submission is announced we will know 🙂

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                              • E Offline
                                E Offline
                                E_L
                                wrote on sidst redigeret af
                                #1013

                                and your CD3xCD20 is "100-fold more potent then others" @Solsen lol

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                                • P Offline
                                  P Offline
                                  peter12
                                  wrote on sidst redigeret af
                                  #1014

                                  The one trick pony is about to learn new tricks 😉

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                                  • SolsenS Offline
                                    SolsenS Offline
                                    Solsen
                                    wrote on sidst redigeret af
                                    #1015

                                    If you look at clinical trails and enrolling speed the next winner could be Enapotamab - my guess. Together with Tisotumab will it be the two JW talked about. If CD3xCD20 are proven safe it will be go to a big partner in a licenseprogram. To big market and development for Genmab to handle.

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                                    • H Offline
                                      H Offline
                                      Hvidkær
                                      wrote on sidst redigeret af
                                      #1016

                                      Solsen - tak for link. Han er positiv - men har i min verden leveret mere end han har skufftet - så jeg tror på en positiv udvikling. Det med teknikken - huha det er svært for mig. Men jeg håber den trend som blev præsenteret i går - at den bliver brudt.

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                                      • SolsenS Offline
                                        SolsenS Offline
                                        Solsen
                                        wrote on sidst redigeret af
                                        #1017

                                        JW er nærmest pr definition positiv. Så man skal være øvet for at kunne læse noget hos ham 🙂

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                                        • E Offline
                                          E Offline
                                          E_L
                                          wrote on sidst redigeret af
                                          #1018

                                          😉

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