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Genmab — Juli 2020

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • J Offline
    J Offline
    Jedi
    wrote on sidst redigeret af
    #1005

    I don’t think a combo of two molecules (Dara and Teclistamab) can be compared to a single bispecific CD3 x CD38 agent

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    0
    • J Offline
      J Offline
      Jedi
      wrote on sidst redigeret af
      #1006

      ...and yes, good to see that Xencor did not have success with a bispecific that
      Gen is not pursuing:-)

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      0
      • SolsenS Offline
        SolsenS Offline
        Solsen
        wrote on sidst redigeret af
        #1007

        "World bispecific" har conference sidst i september og så vidt jeg kan se er Genmabs fravær påfaldende. Ydermere er der dagen op til en dag med særlig fokus på CD3 bispecifics https://bispecific.com/whats-on/agenda-at-a-glance/

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        • J Offline
          J Offline
          Jedi
          wrote on sidst redigeret af
          #1008

          On the Amivantamab trial note that the purpose is two-fold: In one part Lazertinib (arm C) is compared to Osimertinib (arm B), this part is blinded. In the other part Amivantamab is tested as add-on to Lazertinib (arm A) this part is open label, so JnJ can follow during the trial if this combo outperforms the blinded part, which is what we hope for

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          0
          • S Offline
            S Offline
            Sukkeralf
            wrote on sidst redigeret af
            #1009

            The problem with CD38 is that it’s expressed many places in the body so activating the immune system there could be
            troublesome

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            0
            • S Offline
              S Offline
              Sukkeralf
              wrote on sidst redigeret af
              #1010

              Jedi - Yes combining dara with amivantamab is fine

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              0
              • SolsenS Offline
                SolsenS Offline
                Solsen
                wrote on sidst redigeret af
                #1011

                Teclistamab 😉

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                0
                • S Offline
                  S Offline
                  Sukkeralf
                  wrote on sidst redigeret af
                  #1012

                  Åhhh ja da ????

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                  0
                  • S Offline
                    S Offline
                    Sukkeralf
                    wrote on sidst redigeret af
                    #1013

                    Hov min smiley blev til spørgsmålstegn

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                    0
                    • Helge_LarsenPI-redaktørH Offline
                      Helge_LarsenPI-redaktørH Offline
                      Helge_LarsenPI-redaktør
                      wrote on sidst redigeret af
                      #1014

                      🙂 😄

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                      0
                      • Helge_LarsenPI-redaktørH Offline
                        Helge_LarsenPI-redaktørH Offline
                        Helge_LarsenPI-redaktør
                        wrote on sidst redigeret af
                        #1015

                        Her fungerer det.

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                        0
                        • K Offline
                          K Offline
                          Klarussen
                          wrote on sidst redigeret af
                          #1016

                          Så når vi snart 2200...

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                          • M Offline
                            M Offline
                            Mcjean
                            wrote on sidst redigeret af
                            #1017

                            Falder altid 3 uger før regnskab hvor stoploss udløses og herefter stiger den mod regnskab, fordi deres regnskab altid er godt, ligesom NOVO's der bare buldre derud af med deres nye drug!

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                            0
                            • K Offline
                              K Offline
                              Klarussen
                              wrote on sidst redigeret af
                              #1018

                              Hmm, håber du får ret. Ser frem til 12. august.

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                              0
                              • J Offline
                                J Offline
                                Joakim_Von_And
                                wrote on sidst redigeret af
                                #1019

                                Må indrømme jeg har solgt lidt i dag... jeg kan ikke lide den corona,,, og dens konsekvenser.... som ingen kender omfanget af ....

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                                0
                                • K Offline
                                  K Offline
                                  Klarussen
                                  wrote on sidst redigeret af
                                  #1020

                                  Der røg lige +32k i lukkeaktionen. Den var ellers ved at rette sig lidt. Det er lidt scarry med Corona-spøgelset, men Genmab burde ikke være så påvirket af det, jeg frygter snarere et stærkt fald hvis resten af markedet kollapser.

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                                  • SolsenS Offline
                                    SolsenS Offline
                                    Solsen
                                    wrote on sidst redigeret af
                                    #1021

                                    Mon ikke nogen benytter sommerferien til at få nogle til at ryste i bukserne. Måske 2100 er target ?

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                                    • BulderB Offline
                                      BulderB Offline
                                      Bulder
                                      wrote on sidst redigeret af
                                      #1022

                                      GBR1342 cd3xcd38 is still alive https://www.clinicaltrials.gov/ct2/show/NCT03309111?term=gbr1342&draw=2&rank=1

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                                      0
                                      • K Offline
                                        K Offline
                                        Klarussen
                                        wrote on sidst redigeret af
                                        #1023

                                        Hvordan står Genmab hvis dollaren fortsætter sit fald?

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                                        0
                                        • E Offline
                                          E Offline
                                          E_L
                                          wrote on sidst redigeret af
                                          #1024

                                          USD sales will give a lower revenue in DKK. There is a partial natural hedge due to costs made in the US, eg with the US office or trial costs. On the other hand it will raise USD sales number for Daratumumab sales in Europe, thereby increasing the Dara royalty revenue amount (in USD 😉 )

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