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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
    #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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      0
      • 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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        • 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

            1 Reply Last reply
            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

                  1 Reply Last reply
                  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...

                        1 Reply Last reply
                        0
                        • 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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                                0
                                • 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 ?

                                  1 Reply Last reply
                                  0
                                  • 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

                                    1 Reply Last reply
                                    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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                                        0
                                        • K Offline
                                          K Offline
                                          Klarussen
                                          wrote on sidst redigeret af
                                          #1025

                                          OK, tak for forklaringen. Godt med hedge-delen, det er en god buffer
                                          😉

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                                          0

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