Genmab — Juni 2020

[E_L]

Do you also know the cut-ff for the ASCO poster? (and i agree on your conclusion)

[E_L]

ok that was the 5 maj ?

[E_L]

ADCs, BiTEs, CARs, and Small Molecules: A New Era of Targeted Therapy in Non-Hodgkin Lymphoma https://ascopubs.org/doi/10.1200/EDBK_279043

[Mogan]

Så ingen afsløring af en Partneraftale i tilknytning til ASCO. Måske også optimistisk. Men nu kun 30 dage tilbage af H1. "Vi arbejder aggressivt mod en aftale - sagde JW".

[troldmanden]

Gentogen hvad er det for en poster hvor der var data cutoff 5/5? Den jeg så på epco var 20/1

[E_L]

This is from the ASCO poster "Data cut-off dates: safety, 24 April 2020; efficacy, 5 May 2020"
https://virtualboothdemo.s3.amazonaws.com/Genmab/Content/PDFs/Epcoritamab (GEN3013; DuoBody-CD3xCD20).pdf

[E_L]

under figure 2

[GeorgeBest]

Interesting to see that patients with CR are only on 6 and 12 mg, does that indicate, when you have CR, you don’t continue to a higher dose?

[troldmanden]

ahh tak EL! det var den indledende absteakt hvor der stod 20/1. Ved vi hvor mange de har indrulleret på 48mg ? Det må va ca 50 de vil indrullere der

[E_L]

you can see in the same figure 2 (n=5) for the 48mg, so 5 patients started on 48mg

[E_L]

We can assume they started dosing those the latest. So their results are the least mature. We also assume, the higher the dose the better the response, and deeper response over time. If that is correct the next update will be better.

[E_L]

But, we already have a patient with 6mg with CR and 100% tumor reduction

[troldmanden]

Ja men det er kun dose eskalering fasen de viser data fra. Ikke 2. del af studiet hvor det udelukkende er 48mg

[troldmanden]

og det er så ca 50 patienter de vil indrullere på 48mg (op til samlet 110 patienter)

[E_L]

ah sorry, misunderstood your question, i don't think we have info on that yet?

[E_L]

Genmab A/S (GEN:DC) (GMAB) PT Raised to DKK2,500 at Citi
June 1, 2020 5:13 AM EDT

[Helge_LarsenPI-redaktør]

[kkjoel]

Tnx, EL. Some move by Citi: 1600 on 27.03.20, now moving to 2500. What didn't they see 2 mths ago???

[GeorgeBest]

Thanks E L, Citi were not dissatisfied with what they saw at ASCO then

[kkjoel]

I now have 30 price targets w average of 1795. Lowest HSBC 930 on 04.03.20 (quite some target there.. maybe they've forecast only failures apart from dara Highest is UBS and Citi: 2500.