Genmab — Januar 2020

[JKY_VH]

enhver er salig i sin tro jkj og det er fair nok:-)

[Sukkeralf]

Uanset hvad er potentialet i Genmab det samme om vi når den milestone i år eller gjorde deet sidste år

[E_L]

I am so glad they didn't give us the number last week already; just imagine how bored we would be now , without this -rather useless-
discussion

[bibob]

Its' " agurketid ". nothing else to write about. But many opinions.

[Bulder]

Well, I don't know, Useless? It's pretty important for the short run (not the long run). And that's probably why people discuss it so intensely.

[bibob]

Yes, and wednesday we all know. ;-). Will the rocket lift or will it explode at start. :-D.

[Bulder]

Blev der egentlig sagt noget på JPM, som ikke blev sagt på R&D i dec?

[Sukkeralf]

Næh det var en lettere kedelig omgang - efterhånden et problem med tiden, hvis Jan skal nå hele vejen rundt. Og når han er excited omkring det hele, får det på en eller anden måde den omvendte effekt - at det hele bliver lidt kedeligt, syntes jeg

[Bulder]

Vi fik vist heller ikke noget om den dramatiske udvidelse af dr5/dr5?

[E_L]

he only mentioned that it is now in dose escalation fase in DR5/DR5

[Sukkeralf]

and we will get data from DR5/DR5 this year - hopefully at ASCO

[Sukkeralf]

I hope at ASCO - not Jan

[E_L]

on CD3xCD20 - agressive development in 2020, expect to start this year multiple new studies, once recomended PhII dose is established

[Sukkeralf]

Yes but that Jan also said at post ASH seminar - and if they should keep a distance of 1½-1 year behind Roche/Regeneron they better speed up

[Sukkeralf]

½-1 year behind

[E_L]

yea... let's hope he is right about being "potential best in class"

[bikube]

Masser af tom snak og optimisme. Genmab falder, og JnJ har kurs mod ny ATH. Nu over 148,5 ATH er 148,99.

[jkj]

Fortress B. Min bedst performende aktie i 2019 indtil videre også i 2020 Link til nyeste præsentationhttps://d1io3yog0oux5.cloudfront.net/_e5d951aaea2e9ebff1070f3757d19091/fortressbiotech/db/640/5686/pdf/FBIO+Corporate+Presentation+-+Jan+2020_FINAL.pdf

[jkj]

sorry forkert chat

[nohope]

#jkj - Fortress - not for the weak of heart - ses på varmestuen i morgen