Genmab — Maj 2020

bibob

How does Genmab's ( CPH:GMAB) P/E compare to its industry, after its big share price gain. ? https://finance.yahoo.com/news/does-genmabs-cph-gmab-p-044804707.html

Darvin

Kendt, men skal måske
også nævnes Tisotumab https://meetinglibrary.asco.org/record/191701/abstract

Solsen

Tak-079 https://meetinglibrary.asco.org/record/186169/abstract

Solsen

Vi er mere rolige

Darvin

Og som Cramer siger, u

Darvin

US er faldet to dage, sjældent med tre dage i træk. Vending i aften ?

E_L

Amivantamab https://meetinglibrary.asco.org/record/184802/abstract

Solsen

Angående Tak-079 så har Takeda ikke den med i præsentationer. Men en Tak-573 i RRMM under “beyond 2025”

E_L

on epco https://twitter.com/BertrandBio/status/1260686025308999681

bibob

Nyt slogan til Genmab. - The Blockbuster Company

Solsen

The right dose improved NHL outcome significant. Se comments on twitter on link from EL 08:19

GeorgeBest

Can we conclude that data from Epcoritamab looks better than for Roche's Mosunetuzumab...

Sukkeralf

I think it looks promising - but to get that answer (or at least a better feeling) we need to compare larger trials with the chosen dose going forward in a more uniform patient population.

E_L

we are not even sure that the results we see here are from the optimal dose i guess

E_L

safety looks good i think, with no ≥Gr 3 CRS and no DLTs

Sukkeralf

Im looking forward to the updated data because its seems like there is a very good dose dependent response - so if the AEs keeps being at this level I guess epcoritamab will be more efficacious in the end

E_L

hard to compare with Mosunetuzumab which showed CRS 29% but may be different patient population

E_L

both Regeneron and Xencor had some grade 3-4 CRS

Sukkeralf

Yes I guess it could end up with epco and mosu having more or less the same efficacy and safety profile - hopefully epco a little better. And then epco will be sc and mosu iv

E_L

what about Teclistamab
vs Belantamab mafodotin can we say anything there yet?