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Genmab — Juli 2019

Planlagt Fastgjort Låst Flyttet Genmab
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  • Helge_LarsenPI-redaktørH Offline
    Helge_LarsenPI-redaktørH Offline
    Helge_LarsenPI-redaktør
    wrote on sidst redigeret af
    #1490

    Og tak for underbyggende link.

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    • E Offline
      E Offline
      E_L
      wrote on sidst redigeret af
      #1491

      abstract in Blood journal, i can't see the full article, maybe anybody else? Daratumumab eradicates minimal residual disease in a preclinical model of pediatric T-cell acute lymphoblastic leukemia - http://www.bloodjournal.org/content/early/2019/07/16/blood.2019000904?sso-checked=true

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      • nohopeN Offline
        nohopeN Offline
        nohope
        wrote on sidst redigeret af
        #1492

        Bedre kursfastsættelse ? Højere kurs ? Så skal man altså have noteret en meget, meget større del af GEN på NYSE. De her sølle 5-10 % er langtfra nok. Så skulle de nærmest have flyttet noteringen fra CPH til NYSE.

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        • E Offline
          E Offline
          E_L
          wrote on sidst redigeret af
          #1493

          Tisotumab Vedotin innovaTV 204 Pivotal Trial Data Expected in 2020: Seattle Genetics and Genmab previously reported the completion of enrollment in the innovaTV 204 pivotal trial of tisotumab vedotin in patients with recurrent and/or metastatic cervical cancer who have relapsed or progressed after standard of care treatment. Topline data from the trial are expected in the first half of 2020. [ from SGEN earnings ]

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          • BulderB Offline
            BulderB Offline
            Bulder
            wrote on sidst redigeret af
            #1494

            Thx E L

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            • SolsenS Offline
              SolsenS Offline
              Solsen
              wrote on sidst redigeret af
              #1495

              TV on the market in 2021 - one more milestone 🙂

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              • P Offline
                P Offline
                Plimsoller
                wrote on sidst redigeret af
                #1496

                But wouldn't they look for a partner for TV?

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                • SolsenS Offline
                  SolsenS Offline
                  Solsen
                  wrote on sidst redigeret af
                  #1497

                  Jeg tror heller ikke det giver noget på kursen. Men det er da muligt at de på sigt vil væk fra Kbh. Der er da sikkert også et skatteelement i at flytte.

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                  • SolsenS Offline
                    SolsenS Offline
                    Solsen
                    wrote on sidst redigeret af
                    #1498

                    De er sikkert også bange for hvad de røde kan finde på 😉

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                    • E Offline
                      E Offline
                      E_L
                      wrote on sidst redigeret af
                      #1499

                      @Plimsoller Seattle Genetics is their partner.

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                      • P Offline
                        P Offline
                        Plimsoller
                        wrote on sidst redigeret af
                        #1500

                        Sorry. You are of course right. Thank you.

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                        • E Offline
                          E Offline
                          E_L
                          wrote on sidst redigeret af
                          #1501

                          Q2 2019 Johnson & Johnson Earnings Call Transcript https://finance.yahoo.com/news/edited-transcript-jnj-earnings-conference-122731356.html

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                          • A Offline
                            A Offline
                            AaBforever
                            wrote on sidst redigeret af
                            #1502

                            Stock... ser ud til det sker i dag..:-)

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                            • L Offline
                              L Offline
                              LyngeInv
                              wrote on sidst redigeret af
                              #1503

                              Så er vi på 1234... Spændende herfra...

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                              • E Offline
                                E Offline
                                E_L
                                wrote on sidst redigeret af
                                #1504

                                i'll quote main question/paragraph

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                                • E Offline
                                  E Offline
                                  E_L
                                  wrote on sidst redigeret af
                                  #1505

                                  And then on DARZALEX, any insight you can provide on average treatment duration now and how you see this evolving over time? And then any initial thoughts on how you're thinking about pricing the subcu formulation?

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                                  • E Offline
                                    E Offline
                                    E_L
                                    wrote on sidst redigeret af
                                    #1506

                                    Let me start with DARZALEX. I'm telling you that we are very pleased with the provision of DARZALEX. We had a very strong growth in the quarter with 57%, 41% when you neutralize for the onetime price effect. So we are pleased with the progression -- with operation of DARZALEX and the strong growth that we are having across all lines of therapy. Particularly, recently, we've had 2 important events.

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                                    • E Offline
                                      E Offline
                                      E_L
                                      wrote on sidst redigeret af
                                      #1507

                                      One is the approval of the frontline indication in transplant-ineligible patients in the combination with REVLIMID, which was much anticipated, and that will give us, together with the filing of the also frontline indication in transplant eligible, will give us 3 indications in frontline.

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                                      • E Offline
                                        E Offline
                                        E_L
                                        wrote on sidst redigeret af
                                        #1508

                                        So to your question on the duration. As we move into earlier lines, the duration of the treatment increases. When it comes to the subcu that we filed earlier this week, we think this is a very important opportunity for DARZALEX overall. Keep in mind that we're going to be able to reduce the infusion time from 8 hours that we have today to 5 minutes.

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                                        • E Offline
                                          E Offline
                                          E_L
                                          wrote on sidst redigeret af
                                          #1509

                                          So that's going to give significant advantages in terms of adoption of DARZALEX, in particular in earlier lines and particularly when you think that 50% of the use of DARZALEX today in the U.S. is in oncology clinics in outpatient patients. So we think that this combination is going to make DARZALEX easier to use for physicians,

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