Genmab — Juni 2020

[E_L]

Seattle Genetics, Genmab turn on TV for a highlight reel in cervical cancer — but a rival biotech promises a better show https://endpts.com/seattle-genetics-genmab-turn-on-tv-for-a-highlight-reel-in-cervical-cancer-but-a-rival-biotech-promises-a-better-show/

[E_L]

So Leering forecast peak worldwide sales of ~$1.7bn

[E_L]

Cowen $700 million

[E_L]

Oppenheimer https://twitter.com/Quantumup1/status/1277936258254360576/photo/1

[GeorgeBest]

E L 14:10 - who is the rival biotech?

[E_L]

Iovance

[GeorgeBest]

OK thanks, the one we discussed this morning...

[E_L]

yes, it also mentions -
Baird’s [analyst] Madhu Kumar remains a big TIL fan, but he sees some room for both of these drugs in turn.

[E_L]

SVB Leerink’s Andrew Berens, meanwhile, wants to see how a combo with Keytruda could work out.

[E_L]

Importantly, we think TV could be combined with Keytruda as a key strategy going forward, which would expand Keytruda’s therapeutic reach beyond its currently approved label for PD-L1+ cervical cancer patients.

[Bulder]

Yes, that's the real interesting thing. They have combos with pembro both in 1. and 2. line in InnovaTV205. We'll know more next spring. The important thing about the news yesterday is that we got confirmed the efficacy of TV mono.

[Bulder]

Just like Sirius with dara mono way back was important. But today we only talk about the combos in MM.

[BioShare]

Nåh der var da lidt appetit på Genmab i lukkeauktionen....slut kurs 2.220 og næste 90K omsat....lidt skuffende dag uanset...men fin luk

[E_L]

nice. quarter end rebalancing done. Let's see what Q3 can bring tomorrow. Hopefully lots of new money

[E_L]

2222 would have been nicer really

[GeorgeBest]

What du we have of possible
Q3 triggers? JNJ Q2 earnings 16th July, Genmab Q2 earnings 12th August and ofatumumab approval in September. Any other triggers for Q3?

[Bulder]

Agree, looking forward to 5555

[E_L]

[E_L]

i have a bit of hope for data for GEN1046 / DuoBody-PD-L1x4-1BB

[E_L]

ESMO is at the end of September, who kows, mabye a data update on one of the Duobodies