Genmab — Oktober 2020

[Sukkeralf]

Omvendt kan det være Jans mening, at Genmab ikke skal sælges, men når han går på pension, så er der måske andre der tænker anderledes !

[Sukkeralf]

Spændende hvad der sker med Jans aktie andel, når han en gang ikke er CEO længerere - kan man forestille sig han får en plads i bestyrrelsen.

[E_L]

@Sukkeralf you were the biggest PD-L1x4-1BB fan here, any thoughts on that early abstract data?

[nohope]

Lagde engang sag an mod en konkurrent, så kom de og tilbød vi kunne købe dem.Det endte det med, men i det her tilfælde så skulle det så være GEN der købte JnJ.....

[Solsen]

Jo der er vi ikke endnu...

[Solsen]

Tror der er større sandsynlighed for at Halozyme bliver opkøbt.

[Solsen]

Deres teknologi er ved at udløbe på patentet og konkurrenter løber med ordrene. Så de kan blot smide en pose penge efter dem. Så er nøgletallene reddet.

[Sukkeralf]

E L - I think its hard to mean anything about abstract data as it is under embargo - you know

[Sukkeralf]

I kind of feel the same as Nordea - efficacy looks promissing but a little worried about the liver tox that was what we needed to avoid so hope that we do not end up in a story like DR5/DR5.

[Sukkeralf]

But on the other hand Jan have been so optimistic and emphasized the fact that they have been able to dose escalate quickly

[GeorgeBest]

At least the liver tox was not so serious that FDA put a hold on GEN1046 (what FDA did on DR5/DR5)

[Bulder]

And all liver issues were grade 3 or less, and grade 3 could be handled with steroids.

[GeorgeBest]

Maybe a satisfactory efficacy can be reached with rather small doses, and therefore problem might be solved...

[Bulder]

MTD was not reached.

[E_L]

ok. my thinking was like Bulder; we knew liver would be point of focus and it seems to be manageable, so i took it as a positive

[E_L]

to be continued in november...

[Sukkeralf]

Yes - we need to see more detailed data and fingers crossed until then

[Svingtraderen]

Genmab: Medwatch, https://medwatch.dk/Medicinal___Biotek/article12492112.ece?utm_source=Feed&utm_medium=latest

[Darvin]

Bulder - nævnte det samme da det blev offentliggjort, men det blev skudt ned herinde Hvis! - så skal vi kigge grundigt over skulderen for at skimte 3.000

[Solsen]

I de tal vi så kan vi kun konkludere at stoffet her en effekt. I november bliver der klart, hvor godt stoffet er -;)