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Genmab — Juni 2019

Planlagt Fastgjort Låst Flyttet Genmab
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  • E Offline
    E Offline
    E_L
    wrote on sidst redigeret af
    #299

    agree. you have a link on that GSK?

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    • troldmandenT Offline
      troldmandenT Offline
      troldmanden
      wrote on sidst redigeret af
      #300

      tak for dine indputs sukker. Men selv i det tilfælde de misser de 2 store salgs milestones i år (den på 2,5 mia burde være tæt på 99% sikker) så har de jo stadig maaaaaser af likvider i nkassen. Det er ikke sådan de står og kigger ned i dybet

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      • troldmandenT Offline
        troldmandenT Offline
        troldmanden
        wrote on sidst redigeret af
        #301

        Selv hvis de vælger at tage de 2 stoffer et skridt videre selv, så kommer det stadig ikke til at koste over 2 mia frem til og med 2021. Og i den samme periode vil dara stadig stige hvorfor kassen vil blive stadig størrer

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        • SolsenS Offline
          SolsenS Offline
          Solsen
          wrote on sidst redigeret af
          #302

          From Nordea and not free ..

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          • SolsenS Offline
            SolsenS Offline
            Solsen
            wrote on sidst redigeret af
            #303

            But link to this poster where the truble perhaps are mentioned https://media4.asco.org/239/13730/178038/178038_poster_big_1.jpg

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            • J Offline
              J Offline
              JKY_VH
              wrote on sidst redigeret af
              #304

              Bella1 10:47, hvis det sker så løber jeg nøgen rundt...om min computer:-)

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              • S Offline
                S Offline
                Sukkeralf
                wrote on sidst redigeret af
                #305

                Enig troldmanden - hælder også mest til opkøb.

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                • S Offline
                  S Offline
                  Sukkeralf
                  wrote on sidst redigeret af
                  #306

                  Solsen jeg er enig med dig sålangt, at Genmab står i en stærk position og gør hvad de mener er det rigtige - det betyder jo ikke at jeg er enig. Lidt ligesom eksempelvis JV ikke var enig med 2025 strategien

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                  • S Offline
                    S Offline
                    Sukkeralf
                    wrote on sidst redigeret af
                    #307

                    Den eneste ting jeg sådan lige umiddelbart ser som et godt opkøb er plain antistof teknologi

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                    • S Offline
                      S Offline
                      Sukkeralf
                      wrote on sidst redigeret af
                      #308

                      Hvis Genmab holder fat i at de kun vil køre to kandidater frem selv, så ser jeg umiddelbart ingen grund til at købe ADC teknologi eksempelvis

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                      • SolsenS Offline
                        SolsenS Offline
                        Solsen
                        wrote on sidst redigeret af
                        #309

                        Endelig tror jeg det pt blot at køre værktøjerne i stilling i de forhandlinger der pt må være i gang omkring DR5xDR5 og CD20/CD3 stofferne i pipelinen.

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                        • E Offline
                          E Offline
                          E_L
                          wrote on sidst redigeret af
                          #310

                          @Solsen you don't happen to have the Tisotumab and Enapotamab posters also by any chance...?

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                          • T Offline
                            T Offline
                            Tandfeen-2
                            wrote on sidst redigeret af
                            #311

                            Hvornår får vi nyt fra Tisotumab and Enapotamab

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                            • SolsenS Offline
                              SolsenS Offline
                              Solsen
                              wrote on sidst redigeret af
                              #312

                              Sorry not

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                              • SolsenS Offline
                                SolsenS Offline
                                Solsen
                                wrote on sidst redigeret af
                                #313

                                Men rigtigt spændende, at det er to af Genmabs egne (teknologier) JW tror bliver så store, at der skal partner på - og ikke Tisotumab og Enapotamab.

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                                • SolsenS Offline
                                  SolsenS Offline
                                  Solsen
                                  wrote on sidst redigeret af
                                  #314

                                  HexaBody®-DR5/DR5 (GEN1029) og DuoBody®-CD3xCD20 (GEN3013)

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                                  • P Offline
                                    P Offline
                                    Plimsoller
                                    wrote on sidst redigeret af
                                    #315

                                    @E.L Guess what is in on Monday

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                                    • S Offline
                                      S Offline
                                      Sukkeralf
                                      wrote on sidst redigeret af
                                      #316

                                      Fra q1:

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                                      • S Offline
                                        S Offline
                                        Sukkeralf
                                        wrote on sidst redigeret af
                                        #317

                                        Then as it relates to DR5/5 HexaBody and the CD3xCD20 DuoBody programs, we're doing dose escalation for both and it's going well, I can tell you for both programs. And when we think about potentially partnering either one of these programs, I think there's a good chance that we need a partner because the market could potentially be huge for a program like the DR5/DR5 HexaBody program.

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                                        • S Offline
                                          S Offline
                                          Sukkeralf
                                          wrote on sidst redigeret af
                                          #318

                                          It's a well-validated target preclinically, and we have seen some very encouraging signs of early activity already with only a handful of patients already reflected up at the Capital Markets Day last September. So we would definitely expect that we need a partner for that program to maximize the potential of that program if we see good signs of clinical efficacy with our HexaBody product.

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