Genmab — Oktober 2019

E_L

"we are looking to move therapy even before patients have a formal diagnosis of malignancy, and we call this cancer interception. We’re one of the only companies to do a company-sponsored study in premalignant multiple myeloma and smoldering myeloma." JNJ
mentioned smoldering as a top priority also at the May investor day, but it seems to get very little attention. Just like maintenance.

E_L

and "We’re also -- and we’ve been doing this for some time, which probably hasn’t been recognized as much as it should, looking at T-cell redirection approaches with CD3 bispecifics."

Helge_LarsenPI-redaktør

Great mr. Lift Attendant.

E_L

kkjoel

Ja, det er jo ikke ligefrem materiale, der egner sig til at fremskynde investeringsdepression...
Perler fra MS JNJ på Global Healthcare Conference, 10.09 (transscript linket til 13:42):

kkjoel

Peter Lebowitz (Global Therapeutic Area Head Oncology):
"..we had a number of trials that we presented in different settings of frontline multiple myeloma transplant, non-transplant, new regimens that are coming, and DARZALEX is superior in every one of those. So, combinable with almost every regimen that we’ve tried and now getting established in frontline."

kkjoel

Scott White (Company Group Chairman, North America Pharmaceuticals):
"We believe the subcu is going to give us an opportunity to move earlier, to move wider in the audience and we’ll be able to solidify our position in that frontline position."

Helge_LarsenPI-redaktør

Faldet kom efter denne her: http://www.proinvestor.com/debat/77238#77241

Solsen

Scott White

Yes. From a commercial perspective, we believe the subcu formulation is something that’s going to open up a lot of doors for us, especially in earlier lines of therapy. If you look at DARZALEX, its utilization to market, about 50% is being used in hospitals, half is being used in the community setting. With community doctors, there’s a capacity issue, especially with long infusion times, especially when you’re looking at line 1 and line 2 patients.

Solsen

Næppe tvivl om at infusion chairs er et problem, der løses med dara-sc

Helge_LarsenPI-redaktør

Man kan ikke være andet end enig i det Solsen.

Solsen

Det bliver spændende Helge. Stadig et mysterie hvorfor vi ikke hører til ansøgningens skæbne. Håber ikke vi skal vente med svar indtil PIs Q&A

Helge_LarsenPI-redaktør

Jeg regnede det for en hurtig ekspeditionssag.

Helge_LarsenPI-redaktør

Har lavet en sub-tråd her: http://www.proinvestor.com/debat/77087#postdiv77242

Helge_LarsenPI-redaktør

Giv lige Solsen et like, når I er i tråden.

Solsen

Super interessant med EL citat 13:42 hvor der spørges til hvor JNJ er indenfor IO (immune oncology). De fremhæber her for føste gangs Genmabs CD3 arm i deres duobodies. Faktisk mener de at man har haft for lidt opmærksomhed hed - sikkert modsat opmærksomheden rettet generelt imod CAR-T teknologien, der ikke har overbevist nogen om kommerciel fremtid.

Solsen

De første resultater med duobodier med CD3 armen bliver spændende.

Helge_LarsenPI-redaktør

Genmab -0,43% er stærk i dag sammenlignet med NOVO -1,68%, ZEAL -4,76%.BAV -4,34%..

pauly

Ja det er flot. Mit depot er ovenikøbet i + for dagen, hvor heldig kan man være

bibob

Solsen. Når man læser De fleste onkologer' s indlæg , hvor de stort set gerne ser Dara brugt i alle linier , kan det jo ikke gå hurtigt nok med Dara sc godkendelse. I denne frygtelige sygdom kan det ikke gå hurtigt nok med behandlingerne, og en tidsbesparelse på 7-8 timer pr patient vil virkelig rykke.