Genmab — Februar 2019

[StockBull]

50% af 5bn er vel ok

[Raun]

Jaja enig.... Det var måske en forkert måde at udtrykke sig på. Men meningen er jo at så længe der "kun" er Dara at forholde sig til. Så længe er det den eneste faktor analytikere etc. kan forholde sig til..... Og derfor er det efter min mening en MEGET vigtig faktor at der kommer nogle aftaler i hus

[JørgenVarnæs]

ja - vi savner noget validering

[Raun]

Ja... Så kort kan man sige det JV

[Solsen]

Xencor validere med aftaler. Men alt er opgivet senere. Hvor meget er det værd. Jo lidt upfront og tabt prestige.

[StockBull]

Ja men Jan siger ikke mere end han kan staa ved og derfor maa vi vente paa data og data tager tid. Dara var ogsaa undervejs i mange aar

[peter12]

Btw AXL er 100%

[Bulder]

og ofa er ikke 50%

[StockBull]

Det er jo ikke smaa nybegynder firmaer Genmab har deals med p.t

[E_L]

there is still the supplemental new drug application outstanding in japan (for 1st line); did anyone ever figure out by what date they have to approve?

[E_L]

New trial by Incyte corporation: INCB001158 Combined With Subcutaneous (SC) Daratumumab, Compared to Daratumumab SC, in Relapsed or Refractory Multiple Myeloma - INCB001158 Combined With Subcutaneous (SC) Daratumumab, Compared to Daratumumab SC, in Relapsed or Refractory Multiple Myeloma

[E_L]

try link again https://clinicaltrials.gov/ct2/show/NCT03837509?term=daratumumab+OR+ofatumumab+OR+tisotumab+OR+arzerra+OR+darzalex&lupd_s=01%2F12%2F2019&rank=1

[E_L]

i don't see JNJ as sponsor

[Bulder]

I've tried to find something, but in vain. They submitted in Japan Dec. 14.

[E_L]

INCB001158 https://www.calithera.com/arginase-inhibitor-incb001158/

[E_L]

we were told we would get "an early peak at data from Griffin" ; the trial shows it reached the primary completion date in january. https://clinicaltrials.gov/ct2/history/NCT02874742?A=26&B=27&C=merged

[E_L]

*early 2019

[E_L]

Abbvie comes to the multiple myeloma party late / JNJ-7957

• http://www.evaluate.com/vantage/articles/news/snippets/abbvie-comes-multiple-myeloma-party-late

[E_L]

ok, so JNJ actually states "Splitting the first dose of DARZALEX over two consecutive days effectively reduced the duration of the first infusion …" https://www.jnj.com/u-s-fda-approves-darzalex-daratumumab-split-dosing-regimen

[E_L]

so if i read that correct, they do see a time gain