Genmab — Maj 2020

[Solsen]

God oplysning Bulder.

[E_L]

who knows if the Roche CD3xCD20 is combined with chemotherapy in their trials?

[JohnW]

Er Genmab ikke blevet for store til at blive opkøbt? Nu er de vel blevet anderkendt som et udviklingsmæssigt "powerhouse", som JW ønskede?

[Legolas23]

@Bulder. Det må booste gennemstrømning og give plads til flere. Ketchup-effekt på patienter og kurs.

[GeorgeBest]

Jyske Bank raises target price on Genmab to 1825 from 1725

[Bulder]

E L I think mosunetuzumab is mono https://www.roche.com/investors/updates/inv-update-2019-12-07.htm

[E_L]

i think there are more trials. i am just wondering since Jan said "better treatment of CLL potentially in better and more efficacious regimes, which are without chemotherapy, so combinations of epcoritamab and potential small-molecule drugs, are of high, high interest to us and potential partners"

[Bulder]

Their CD20-TCB is combined with Gazyva

[E_L]

ok, thanks

[Solsen]

Saw RG6026 in the pipeline. Also a bispecific CD20/03 ?

[Helge_LarsenPI-redaktør]

Stil endelig spørgsmål i Q&A.

[E_L]

i think my 2 questions were probably already answered lol, up to you if you want to leave them in Helge

[E_L]

@Solsen yes, i think they got 2 https://www.fiercebiotech.com/biotech/ash-roche-bispecific-has-complete-responses-car-t-failures "Roche shared data on its other CD20xCD3 bispecific, code-named RG6026, at ASH."

[Solsen]

I think I will aks which small molecule JW se as optimal combo partner to epco

[kkjoel]

@GB - stadig Hold anbefaling fra Jyske?

[Helge_LarsenPI-redaktør]

kkjoel: https://www.proinvestor.com/debat/84120#postdiv84123

[Solsen]

Thanks for the link EL

[kkjoel]

You're right, EL - I will ask him about the importance of US rights...

[Sukkeralf]

kkjoel det er væsentlig nemmere at sælge i USa - mere overskueligt end eksempelvis EU, hvor de enkelte lande har egne bestemmelser. Så som lille selskab klart nemmest at styre et marked som USA og eksempelvis Japan, som Jan også nævnte

[GeorgeBest]

@kkjoel 09:47 - ja