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Genmab — Februar 2020

Planlagt Fastgjort Låst Flyttet Genmab
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  • BulderB Offline
    BulderB Offline
    Bulder
    wrote on sidst redigeret af
    #817

    Then, the use of daratumumab after a PD-1 or PDL-1 checkpoint blockers in solid tumors that's entirely up to Janssen. Janssen is following the field. They are looking at the Sanofi work with isatuximab and they have already said publicly that they are willing to move into solid tumors again with daratumumab, but then they will use SubQ daratumumab. And don't forget that we know of also this new HexaBody CD38 program, which will go into the clinic this year, which Genmab will drive, Asthika.

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    • BulderB Offline
      BulderB Offline
      Bulder
      wrote on sidst redigeret af
      #818

      That molecule is so much more potent than daratumumab pre-clinically that we think that also that molecule has the potential to move into trials in solid cancers.

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      • BulderB Offline
        BulderB Offline
        Bulder
        wrote on sidst redigeret af
        #819

        Ja, han siger "also". Kunne tyde på at dara sc stadig er en mulighed i solide. Og så hex-cd38 senere.

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        • P Offline
          P Offline
          Peter_Panik
          wrote on sidst redigeret af
          #820

          McJean: Den, der lever stille, lever godt :-)....og lad dig ikke snyde af Panikken 🙂

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          • M Offline
            M Offline
            Mcjean
            wrote on sidst redigeret af
            #821

            Kunne jeg aldrig drømme om:-)

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            • M Offline
              M Offline
              Mcjean
              wrote on sidst redigeret af
              #822

              Sagde han ikke 100 gange mere potent, men i videnskabelige termer behøver det nu ikke at gøre den store forskel i sidste ende.

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              • E Offline
                E Offline
                E_L
                wrote on sidst redigeret af
                #823

                3/1 13:53
                af Stockwatch1
                ØUs begrundelse: Genmab ramte toppen i begyndelsen af december, og kursfaldet er fortsat ind i det nye år. Vi skiller os derfor af med aktien, og afventer en ny optimisme inden et eventuelt genkøb.

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                • E Offline
                  E Offline
                  E_L
                  wrote on sidst redigeret af
                  #824

                  maybe somebody should warn them there is a bit op optimism back 😄

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                  • S Offline
                    S Offline
                    Sukkeralf
                    wrote on sidst redigeret af
                    #825

                    🙂

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                    • BulderB Offline
                      BulderB Offline
                      Bulder
                      wrote on sidst redigeret af
                      #826

                      Talking about optimism. Novod: "We believe that Genmab's valuation looks stretched." What about now?

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                      • S Offline
                        S Offline
                        Stockwatch1
                        wrote on sidst redigeret af
                        #827

                        EL, ja, ØU er ikke altid lige heldige med deres timing

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                        • S Offline
                          S Offline
                          Stockwatch1
                          wrote on sidst redigeret af
                          #828

                          Bryan Garnier er meget positive:
                          While we have significantly increased our assumptions of OPEX for the years to come, we have also reviewed our scenario on Darzalex, and now targeting USD9.5bn at peak vs USD8.6bn, convinced by its ability to continue to grow significantly next year.

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                          • J Offline
                            J Offline
                            JKY_VH
                            wrote on sidst redigeret af
                            #829

                            Haha E L og Bulder. Enhver, som i Novods tilfælde, der arbejder med en model der konsekvent giver forkerte resultater i forhold til virkeligheden, må da på et eller andet tidspunkt overveje hvad der er galt med modellen. Når der er forskel mellem teori og virkelighed, bør man holde sig til virkeligheden. Det er bare et godt råd:-)

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                            • M Offline
                              M Offline
                              Mcjean
                              wrote on sidst redigeret af
                              #830

                              Kan du ikke give det råd videre til de 179 inde på hoppeborgen. Lær at lytte til dem der faktisk arbejder med tingene!

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                              • B Offline
                                B Offline
                                bibob
                                wrote on sidst redigeret af
                                #831

                                Der kommer du nok på glatis MJ. 😉

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                                • S Offline
                                  S Offline
                                  Sukkeralf
                                  wrote on sidst redigeret af
                                  #832

                                  Immatics får endnu en partneraftale i hus:

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                                  • S Offline
                                    S Offline
                                    Sukkeralf
                                    wrote on sidst redigeret af
                                    #833

                                    Just a moment...

                                    favicon

                                    (www.firstwordpharma.com)

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                                    • Legolas23L Offline
                                      Legolas23L Offline
                                      Legolas23
                                      wrote on sidst redigeret af
                                      #834

                                      Genmab må være tæt på partner deal, når man hører JWD i går. Det bliver vanvittig og spændende.

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                                      • S Offline
                                        S Offline
                                        Sukkeralf
                                        wrote on sidst redigeret af
                                        #835

                                        Hvornår mon vi hører mere til Genmabs samarbejde med Immatics - rart at de med CD20/CD3 har fundet en passende CD3 arme, da man også går efter dette i Immatics samarbejdet.

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                                        • S Offline
                                          S Offline
                                          Sukkeralf
                                          wrote on sidst redigeret af
                                          #836

                                          Nu sagde han også på CC, at vi formentlig kommer til at høre mere til HexElect platformen på deres R&D dag, så mon ikke Immatics bliver på R&D dagen 2021

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