Genmab — August 2019

[E_L]

a bit like ATRA as we have seen before? i expect more and more trials based on Dara by other firms

[Bulder]

In my notes I have 5 other drugs supporting c38 expression. ATRA, Sepantronium bromide (YM155), Panobinostat og SY-1425 (tamibarotene) and Inecalcitol. This must be no 6. I think ATRA has been given up more or less?

[E_L]

your notes are better then mine I think there is still an ATRA-Dara trial open, but indeed, Jan at some point said there are better options

[E_L]

ATRA was a bit toxic, wasnt it

[E_L]

FP-162 says costs associated with
rapid infusion vs normal infusion do not differ much. I am a bit surprised by that.

[E_L]

Total costs estimated
for the standard rate was $137,200 and $122,200 for
the rapid rate

[Bulder]

Once again: Thanks for the tremendous job you are doing, E L, for the benefit of us all.

[Bella1]

[E_L]

lol, almost done with this document

[E_L]

did not know this combo yet? SP-142
Multi-agent therapy with pomalidomide,
bortezomib, doxorubicin, dexamethasone and
daratumumab (Pom-PAD-Dara) in relapsed/
refractory multiple myeloma

[E_L]

SP-201
Changes in cardiac biomarkers with
daratumumab therapy in patients with light
chain amyloidosis

[E_L]

Discussion: Our results show that dara treatment
rapidly lowered dFLC without worsening cardiac
biomarkers in AL...., dara does not
impart additional AL cardiac biomarker toxicity.
Thus, particularly among advanced cardiac patients,
dara should be considered as an early treatment.

[E_L]

-it is very important to get the correct early treatment in amyloidosis to prevent organ damage

[E_L]

SP-311 was a late breaking abstract
Phase II study of the combination of
daratumumab, ixazomib, pomalidomide, and
dexamethasone as salvage therapy in
relapsed/refractory multiple myeloma

[E_L]

"well-tolerated and has shown early safety in an
initial safety run-in analysis. Enrollment continues in
an expansion cohort to assess efficacy."

[Bullish]

Goddag. Fantastisk at produktet virker så godt, og også bliver lettere at anvende. Jeg har været i aktien i mange år, og den fylder godt i porteføljen. Jeg overvejer at rebalancere, og kikker på om det er nu. Når jeg ser en kursgraf med omsætning for den sidste uge, så er det påfaldende, at der bliver handlet en hel masse aktier lige før lukketid hver dag. Er der nogen der kan forklare det? Er det shortcovering eller er der en storinvestor? Hvem sælger mon?

[Solsen]

Jeg synes det er under relativ lille omsætning at vi stiger. Så salgspres kan der vel ikke tales om.

[Solsen]

Nærmere ser det ud til, at en højere kurs ikke kan lokke mange sælgere på banen er min vurdering.

[Bullish]

Jeg taler ikke
om kursudviklingen, men om det spike som handlet mængde har taget før lukketid hver dag.

[Bullish]

Daytradere?