Genmab — August 2019

[E_L]

yes, maybe they learned from their Ofatumumab f*** up....

[Helge_LarsenPI-redaktør]

Bergenbio oppe med 25% og stigende.

[Helge_LarsenPI-redaktør]

30%

[Sukkeralf]

Yes but bold to do head to head - they must believe quite strongly in the BCMA ADC

[Sukkeralf]

Nice Helge

[Helge_LarsenPI-redaktør]

Børsstop.

[Bulder]

In none of the studies dara is a combo-partner. Only opponent in dreamm 7. Could be a compo partner in dreamm 10 though.

[Sukkeralf]

Yes a bit strange Bulder - Jan has mentioned several times that the BCMA target could be combined with daratumumab. And looking at daratumumabs position its very strange that they dont partner up

[Bulder]

Maybe they await Janssen to come up with and finance a study.

[Sukkeralf]

A wild spekulation could be that Janssen dont wat to give them sc dosing of dara because they would combine it with either their CAR-T BCMA or CD3/BCMA. And GSK will not use IV dosing because it will be old fashion in a couple of years

[Sukkeralf]

So until sc dosing is approved GSK must wait

[bibob]

Sounds right Sukker.

[E_L]

we need a GSK Q&A @Helge

[Helge_LarsenPI-redaktør]

[bibob]

Yes E L. And a chat about good Wine and food when we have got good news on a friday with Big raise for Genmab.

[JKY_VH]

[Bulder]

Den chat har vi da allerede. Der bliver ikke snakket om andet.

[bibob]

Bulder. Den burde bare have sin egen da den jo fylder så meget.

[E_L]

[Bulder]

så er den gal på Nordnet igen. Skifter konstant mellem realtid og 15 min forsinket.