Genmab — Juni 2020

[Helge_LarsenPI-redaktør]

Kursen holder sig flot her til morgen i forhold til anden pharma/biotek.

[E_L]

Jefferies also said "Together with Abbvie, Genmab is planning a major development program with about ten studies, most of which are phase 3"

[E_L]

10. on epco only. that is a lot. i don't think I had heard that yet? They are not fooling around...

[Mcjean]

nope its only brokers there fooling around these days

[E_L]

lol - did anyone listen to the Fireside Chat with Anthony Pagano yesterday?

[GeorgeBest]

yes

[GeorgeBest]

He was nor worried by the ofa delay

[GeorgeBest]

Just think the FDA has too much to do, and therefore could not finish in time

[E_L]

ok. well that was a very concise summary

[GeorgeBest]

Potential in TV could be very underestimated if you listen to Pagano and also SGEN.

[E_L]

ok, that is also a
bit how Jan spoke about it earlier this week. Looking forward to the data.

[GeorgeBest]

When do we recieve epcor
itamab data today from EHA?

[Solsen]

The problem with Tiso is that we havent seen realy convincing data. Good data yes, but we are used to unpresented data from Genmab

[Solsen]

Hopefully we will se it in H2 …

[E_L]

i think the bar is low for Tiso, listening to SGEN yesterday, even though he didn't say exactly what they were hoping for

[Mcjean]

Dont think they will be that good, but no other drugs in market there help patients, so and easy entry but for a patient point of view its not that good.

[gentogen]

Pembrolizumab blev godkendt med 14% ORR

[gentogen]

SGEN nævnte, hvis jeg hørte rigtigt, et endnu lavere tal for en anden godkendelse,

[GeorgeBest]

They will be happy with 20% and 6 month duration

[Mcjean]

med lidt helt sniger de sig op på 20-25