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Genmab — December 2019

Planlagt Fastgjort Låst Flyttet Genmab
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  • SolsenS Offline
    SolsenS Offline
    Solsen
    wrote on sidst redigeret af
    #747

    Roches CD3xCD20 - Mosunetuzumab - bliver en
    svær modstander grundet forspringet og at Roche er den værst tænkelige “modstander” Selv JW har udtrykt at han ikke ønskede sig den position. Genmab står både med Arzerra og CD3xCD20 frontalt imod Roche. Kun Genmab har sc versionerne så lad os håbe at patienterne foretrækker det !

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    • SolsenS Offline
      SolsenS Offline
      Solsen
      wrote on sidst redigeret af
      #748

      Se selv hvad Genmab er op imod på CD3xCD20 https://twitter.com/filippo_bagnoli/status/1204147448370913280 evt søg på
      Mosunetuzumab

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      0
      • B Offline
        B Offline
        bibob
        wrote on sidst redigeret af
        #749

        Ja, den ser stærk ud Solsen. Men mon ikke Genmab kan se potentialet i deres egen CD3xCD20. Hvis man kan se at konkurrenten løber med det hele er det da dybt godnat at fortsætte. ??

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        • B Offline
          B Offline
          bibob
          wrote on sidst redigeret af
          #750

          Genmab / DNB. Anbefalingen sænkes til hold fra køb. ( Børsen )

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          • SolsenS Offline
            SolsenS Offline
            Solsen
            wrote on sidst redigeret af
            #751

            Jo selvfølgelig vil de vurdere på det løbende. Lige nu kan vi ikke se at Genmabs duobody er “best in class” Men det er muligt vi kan næste gang vi ser en opdatering af data.

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            • B Offline
              B Offline
              bibob
              wrote on sidst redigeret af
              #752

              Ja, det er jo tidlige data de fremviser.

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              • SolsenS Offline
                SolsenS Offline
                Solsen
                wrote on sidst redigeret af
                #753

                Mht analytikere så ligge Genmab rimelig over konsensus så naturligt med lidt “hold”

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                • B Offline
                  B Offline
                  bibob
                  wrote on sidst redigeret af
                  #754

                  Ja, der var jo ikke noget på ASH der kunne forskrække nogen. Tvært imod.

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                  • SolsenS Offline
                    SolsenS Offline
                    Solsen
                    wrote on sidst redigeret af
                    #755

                    Vigtigst er dog at dara cementerede sin position og bl.a. viste at OS også forbedres med den som partner.

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                    • B Offline
                      B Offline
                      bibob
                      wrote on sidst redigeret af
                      #756

                      Ja, de er svære at komme udenom.

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                      • E Offline
                        E Offline
                        E_L
                        wrote on sidst redigeret af
                        #757

                        You know, we are all so convinced of Dara that we don't easily get impressed anymore, we sort of expect everyting will be great... But Dara really delivered again this ASH, much more as i thought before actually. If you look at all the expert comments, there is huge enthusiasm again

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                        • B Offline
                          B Offline
                          bibob
                          wrote on sidst redigeret af
                          #758

                          Ifm. DNB's sænkning har de samtidig hævet kursmålet til 1685 fra 1630. 😉

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                          0
                          • SolsenS Offline
                            SolsenS Offline
                            Solsen
                            wrote on sidst redigeret af
                            #759

                            The drug is a huge success that we only could have dreamed of.

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                            0
                            • SolsenS Offline
                              SolsenS Offline
                              Solsen
                              wrote on sidst redigeret af
                              #760

                              With that we sleep all night.

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                              • D Offline
                                D Offline
                                DevOp
                                wrote on sidst redigeret af
                                #761

                                If the gradual release of the sc version of cd3xcd20 means a reduced risk of CRS and Gen's cd2xcd20 also has stronger potency than the competition - what's not to like 🙂

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                                0
                                • Helge_LarsenPI-redaktørH Offline
                                  Helge_LarsenPI-redaktørH Offline
                                  Helge_LarsenPI-redaktør
                                  wrote on sidst redigeret af
                                  #762

                                  E L. I agree. I was blown away by all the amazing tweets about daratumab on Monday evening and night. They came from many of the leading experts in MM.

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                                  • SolsenS Offline
                                    SolsenS Offline
                                    Solsen
                                    wrote on sidst redigeret af
                                    #763

                                    Roches drug has only 1,1% grade 3 in CRS. Only one pts in Genmabs drug and they are byond.

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                                    0
                                    • J Offline
                                      J Offline
                                      JKY_VH
                                      wrote on sidst redigeret af
                                      #764

                                      det skulle da lige være eksekvering ift partneraftale DevOp

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                                      0
                                      • SolsenS Offline
                                        SolsenS Offline
                                        Solsen
                                        wrote on sidst redigeret af
                                        #765

                                        So that could be close and we dont se responses like Roches drug yet. But it can come.

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                                        • SolsenS Offline
                                          SolsenS Offline
                                          Solsen
                                          wrote on sidst redigeret af
                                          #766

                                          Iam not pessimist. But its not s homerun.

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