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Genmab — Juni 2020

Planlagt Fastgjort Låst Flyttet Genmab
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  • S Offline
    S Offline
    Stockwatch1
    wrote on sidst redigeret af
    #1884

    BG: We lift our FV from DKK2,000 to DKK2,150 following the review of our
    scenario on TV as well as our updated risk-free rate (0.6% vs 1.6%) and risk premium

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    • E Offline
      E Offline
      E_L
      wrote on sidst redigeret af
      #1885

      thanks @Stockwatch1

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      • E Offline
        E Offline
        E_L
        wrote on sidst redigeret af
        #1886

        @GB (not BG 😉 ) that is a difficult treatment though LN 145, isn't it a bit like Car-T?

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        • BulderB Offline
          BulderB Offline
          Bulder
          wrote on sidst redigeret af
          #1887

          The TIL therapy under investigation in this clinical trial (LN-145) is derived through isolation of a patient’s own naturally occurring TIL from a sample of cancerous tumor removed from the patient. After TIL are extracted from the tumor, they are multiplied in a laboratory until billions of TIL are obtained. https://www.iovance.com/clinical/c-145-04-cervical-carcinoma/

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          • G Offline
            G Offline
            GeorgeBest
            wrote on sidst redigeret af
            #1888

            Yes sounds similar to CAR-T

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            • E Offline
              E Offline
              E_L
              wrote on sidst redigeret af
              #1889

              24/1 18:05
              af E L

              Upcoming events – Genmab's route to market,... on TV - (link)

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              • E Offline
                E Offline
                E_L
                wrote on sidst redigeret af
                #1890

                ah that link doesn't work like that ,
                try https://www.evaluate.com/vantage/articles/events/upcoming-events/upcoming-events-genmabs-route-market-and-late-stage-data

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                • Don_JoningD Offline
                  Don_JoningD Offline
                  Don_Joning
                  wrote on sidst redigeret af
                  #1891

                  ifølge bussiness wire vil markedet for livmoderhalskræft ramme i nærheden af 17,9 milliarder dollar i 2022, hvis vi antager at Tiso kommer i første eller 2. linje er der nogen der har et forsigtigt bud på hvor mange procent af den kage man vil kunne få anddel i
                  ? https://www.businesswire.com/news/home/20191211005568/en/Global-Cervical-Cancer-Drugs-Market-Report-2020

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                  • S Offline
                    S Offline
                    Sukkeralf
                    wrote on sidst redigeret af
                    #1892

                    I E L´s link hedder det 240-600 millioner dollars i 2. linie - i første linie kræver det data før man kan vurdere dette.

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                    • Don_JoningD Offline
                      Don_JoningD Offline
                      Don_Joning
                      wrote on sidst redigeret af
                      #1893

                      en helt anden ting, hold op hvor er det dejligt, at der kommer nye behandlinger indenfor dette område, skrækkelig sygdom med katastrofale konsekvenser for alt for mange unge kvinder 😞

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                      • Don_JoningD Offline
                        Don_JoningD Offline
                        Don_Joning
                        wrote on sidst redigeret af
                        #1894

                        ok tak Sukkeralf 🙂

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                        • nohopeN Offline
                          nohopeN Offline
                          nohope
                          wrote on sidst redigeret af
                          #1895

                          Livmoderhalskræft er vel en sygdom så vi vil se forsvinde over den kommende tid. Den kan vaccineres væk. At der er tåber der heller ser deres døtre dø af livmoderhalskræft end få et stik slipper vel op.

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                          • BulderB Offline
                            BulderB Offline
                            Bulder
                            wrote on sidst redigeret af
                            #1896

                            Ja, det er det der er spørgsmålet. I Australien regner man med om få år at have udryddet lmhk, fordi tilslutningen til vacc-programmet er 100%. I Japan derimod er det tæt på 0%.

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                            • BulderB Offline
                              BulderB Offline
                              Bulder
                              wrote on sidst redigeret af
                              #1897

                              I DK er stemningen vel ved at vende til fordel for vacc. I US er det bob bob. Så der vil gå en årrække med et marked for lmhk-terapier.

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                              • BulderB Offline
                                BulderB Offline
                                Bulder
                                wrote on sidst redigeret af
                                #1898

                                Og til den tid har TV måske vist sig effektiv i en række andre solide tumorer.

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                                • E Offline
                                  E Offline
                                  E_L
                                  wrote on sidst redigeret af
                                  #1899

                                  it will still take some time for this to disappear, have another look at the Cervical Cancer Market Size, p35 June investor prestentation, shocking how many
                                  still die in Europe https://ir.genmab.com/download-library#content

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                                  • E Offline
                                    E Offline
                                    E_L
                                    wrote on sidst redigeret af
                                    #1900

                                    I posted this seekingalpha article a while ago, as it also looked at cervical cancer https://seekingalpha.com/article/4335715-agenus-time-of-coronavirus

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                                    • BulderB Offline
                                      BulderB Offline
                                      Bulder
                                      wrote on sidst redigeret af
                                      #1901

                                      Yes I was quite surprised on European numbers. What countries are they that bring the numbers so high?

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                                      • E Offline
                                        E Offline
                                        E_L
                                        wrote on sidst redigeret af
                                        #1902

                                        don't know, good question. I know in the netherlands it is only 200 -250, we have large cervical cancer screening programmes

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                                        • E Offline
                                          E Offline
                                          E_L
                                          wrote on sidst redigeret af
                                          #1903

                                          HPV Vaccination here is around 70% i believe, by chance it was in the newspaper that this year it went up by 7%

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