Genmab — December 2019
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https://www.rigshospitalet.dk/presse-og-nyt/nyheder/nyheder/Sider/2019/december/computermodel-skal-nulstille-kraeftsygdom.aspx Interessant selv om det nok ikke Genmab relateret.
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a bit more on teprotumumab https://www.fiercebiotech.com/biotech/a-unanimous-vote-fda-panel-greenlights-horizon-s-eye-drug-teprotumumab?utm_source=internal&utm_medium=rss https://www.healio.com/endocrinology/thyroid/news/online/{b02b4c4e-6f26-42bc-8267-74c2021b12dd}/fda-committee-unanimously-recommends-approval-of-teprotumumab-for-thyroid-eye-disease
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this was from DNB, which we saw - Genmab (Hold, TP: DKK1685.00) - Encouraging first data on GEN3013
At the ASH conference in Orlando (7–10 December), the focus was on very strong data from J&J’s BCMA CAR-T, JNJ-4528, with 100% ORR and 69% CRR in highly pre-treated patients, which could pose a long-term risk to Darzalex. In addition, we find the early safety and efficacy data on CD3xCD20 (GEN3013) encouraging and have included it in our valuation. -
GMAB to be included in NASDAQ Biotechnology Index (Nasdaq:NBI) https://app.researchpool.com/company/ndaq-us6311031081-nasdaq/press/nasdaq-ndaq-annual-changes-to-the-nasdaq-biotechnology-index-1
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Joseph Michael: Griffin standard of care maybe in about a year or less than a year. https://www.youtube.com/watch?v=Oj793HTeFBE
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Timelang række af guldkorn. Hele møllen fra Smoldering til RRMM. Dara i frontline ca. 15 min inde. Især kan anbefales debatten om car-t vs BiTEs ca 32:25 inde. https://www.youtube.com/watch?v=ZhFBUshV6SE
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Tusinde tak Bulder.
https://www.proinvestor.com/index.php?p=debat_1&postid=80153 -
Jeg er ikke i tvivl om at om et år vil dara dominere 1. linje MM. Scenen er allerede sat uden for US med Alcyone og Cassiopeia - hhv non-asct og asct. I US mangler vi at få Griffin på plads i asct-setting. Maia er allerede kørende. Der vil blive nogen konkurrence fra RVd, men ikke i en grad, så dara-kombierne er truet.
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