Genmab — August 2019

[bibob]

Bikube. - why. ?? Sell when Gmab is in 2500-3000 and buy back at 2000. Or cheaper.

[bikube]

Mit sidste salg var i 1458 delvis genkøb i 1190, jeg kender godt metoden. GAK 675

[Plimsoller]

God morgen

[Helge_LarsenPI-redaktør]

God morgen.

[transalp]

Go morgen...

[E_L]

World Lung conference https://www.evaluate.com/vantage/articles/events/conferences/world-lung-preview-astra-takes-roche

[Plimsoller]

@E L Does the link translate into that Bemcentinib + Keytruda is better than Enapotamab vedotin.

[E_L]

no, I don´t think that is what they are trying to imply, but it is clear that those are competition. It is still early days for EnaV; the data will have to prove its value. It is a good sign for now that it is being included in these conferences

[Plimsoller]

Ok. Thank you.

[Bulder]

Bergenbio's treatment is a combo. EnaV is mono and has not yet been tested in combination. Still too early to say. Maybe a comment from Sukker on this issue?

[GeorgeBest]

BerginBio is second line. EnaV is 4th plus lines. Therefore the EnaV patients are much more sick.

[Bulder]

Thx GB. I was not sure about that. Where did you find that info?

[GeorgeBest]

Bulder: can you read Nordea comments from 22 August?

[Solsen]

In the announcement they mentioned 4 lines or less

[GeorgeBest]

Nordea write: patients had failed 4 or more prior lines of therapy including platinum based chemo

[Solsen]

Makes a difference - perhaps Iam wrong

[GeorgeBest]

So infact EnaV is 5th line...

[Solsen]

who had failed ≤4 prior lines of therapy - right

[Solsen]

https://wclc2019.iaslc.org/wp-content/uploads/2019/08/WCLC2019-Abstract-Book_web-friendly.pdf pp 217-218

[Solsen]

Difficult comparison to Bergenbios compound.