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Genmab — December 2019

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • SolsenS Offline
    SolsenS Offline
    Solsen
    wrote on sidst redigeret af
    #999

    Af twitter fremgår at modellen vil få en artikel i nature.

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    • E Offline
      E Offline
      E_L
      wrote on sidst redigeret af
      #1000

      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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      • E Offline
        E Offline
        E_L
        wrote on sidst redigeret af
        #1001

        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.

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        • E Offline
          E Offline
          E_L
          wrote on sidst redigeret af
          #1002

          Based on the recent strong share price performance, we have downgraded our recommendation to HOLD (BUY) but increased our target price to DKK1,685 (1,630).

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          • E Offline
            E Offline
            E_L
            wrote on sidst redigeret af
            #1003

            Bryan Garnier - GENMAB - BUY | DKK1600 vs. DKK1550 (+1%)
            ASH19: R&D day shed the light on DuoBody CD3xCD20

            Promising data from Genmab’s own bi-spec CD3xCD20
            Preclinical candidates are on track
            SC Darzalex should get approval in Q2 next year

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            • E Offline
              E Offline
              E_L
              wrote on sidst redigeret af
              #1004

              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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              • Helge_LarsenPI-redaktørH Offline
                Helge_LarsenPI-redaktørH Offline
                Helge_LarsenPI-redaktør
                wrote on sidst redigeret af
                #1005

                Værd at læse:
                https://www.proinvestor.com/investornyt/651330/langers-skarpe-velkommen-til-fremtidens-planokonomiske-aktiemarked?fbclid=IwAR3JgK6CzNBAOHLXIt082ccZcstQq_7KBdiGaO-SHju5coiWin37EdNaXJk

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                • BulderB Offline
                  BulderB Offline
                  Bulder
                  wrote on sidst redigeret af
                  #1006

                  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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                  • M Offline
                    M Offline
                    MarsFars
                    wrote on sidst redigeret af
                    #1007

                    At genmab kommer i NBI indeks betyder vel at nogle aktører skal ud og købe den ind til deres portefølje? Positivt tænker jeg for aktiekursen

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                    • BulderB Offline
                      BulderB Offline
                      Bulder
                      wrote on sidst redigeret af
                      #1008

                      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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                      • BulderB Offline
                        BulderB Offline
                        Bulder
                        wrote on sidst redigeret af
                        #1009

                        Desværre kommer de ikke ind på TAK-079, men ellers bliver stort set alt andet berørt.

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                        • Helge_LarsenPI-redaktørH Offline
                          Helge_LarsenPI-redaktørH Offline
                          Helge_LarsenPI-redaktør
                          wrote on sidst redigeret af
                          #1010

                          Tusinde tak Bulder.
                          https://www.proinvestor.com/index.php?p=debat_1&postid=80153

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                          • SolsenS Offline
                            SolsenS Offline
                            Solsen
                            wrote on sidst redigeret af
                            #1011

                            Tak Bulder. Ganske interessant. De mente nok at det var de CAR-T udgaver der blev præsenteret på ash, der havde en fremtid. Men måske second generation - så ikke en dara trussel nu.

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                            • SolsenS Offline
                              SolsenS Offline
                              Solsen
                              wrote on sidst redigeret af
                              #1012

                              Interessant at man gerne så korte effektive - knock off your socks - behandlinger. Ikke lange maintenance behandlinger, som patienterne finder besværlige.

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                              • SolsenS Offline
                                SolsenS Offline
                                Solsen
                                wrote on sidst redigeret af
                                #1013

                                Jeg er stadig noget i tvivl om, hvor let dara vil erobre first line.

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                                • SolsenS Offline
                                  SolsenS Offline
                                  Solsen
                                  wrote on sidst redigeret af
                                  #1014

                                  Det vil tage en del år, men sc vil naturligt nok hjælpe gevaldigt.

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                                  • SolsenS Offline
                                    SolsenS Offline
                                    Solsen
                                    wrote on sidst redigeret af
                                    #1015

                                    12:40 de mente IKKE at det var denne generation af CAR-T, der havde en fremtid....

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                                    • SolsenS Offline
                                      SolsenS Offline
                                      Solsen
                                      wrote on sidst redigeret af
                                      #1016

                                      12:40 er 20:40 jeg er ædru men stopper for i dag 😉

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                                      • BulderB Offline
                                        BulderB Offline
                                        Bulder
                                        wrote on sidst redigeret af
                                        #1017

                                        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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                                        • BulderB Offline
                                          BulderB Offline
                                          Bulder
                                          wrote on sidst redigeret af
                                          #1018

                                          Men det haster også. Jeg ser 4 år til dara, så har TAK-079 taget over - med mindre der sker et eller andet uforudset. Sidstnævnte kan prale af nul IRR. Infusionstid på mindre end et minut og mindst samme effekt som dara. Potentiale for hjemme-administration. Den bliver svær at stikke.

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