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Genmab — Juli 2019

Planlagt Fastgjort Låst Flyttet Genmab
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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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                                      • E Offline
                                        E Offline
                                        E_L
                                        wrote on sidst redigeret af
                                        #1510

                                        more convenient to patients, that if you add to that the number of studies in which we are showing very, very strong results in frontline, will portend for a very positive continue adoption of DARZALEX that we see one of the major drivers of the growth of the pharmaceutical group. [end quote]

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                                        • SolsenS Offline
                                          SolsenS Offline
                                          Solsen
                                          wrote on sidst redigeret af
                                          #1511

                                          Nice 🙂

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