Genmab — November 2020
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Pga prisdannelsen i biotech selskaber kan der være nogle ret voldsomme sving i indexet - men det er nu engang name of the game
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Bemærk at du finder NBI i vores menulinje under marked. Her finder du også Seafood-index, marked og kurser, Fear&Greed index og verden bedste gratis Marketscreener.
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Tjek også DN-Investor Norge ud. Siden er helt suveræn.
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Tak Helge. Kæmpe arbejde du laver
Jeg forstår slet ikke du har tid til det! -
Transcript: Q&A Genmab with Genmab Jan Van de Winkel, the 27th of November 2020. https://www.proinvestor.com/index.php?p=debat_1&postid=88879
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Tusinde tak GB.
Vore børn er flyttede hjemmefra for 10 år siden. Siden da har min hustru og jeg arbejdsmæssigt ikke set os tilbage . Vi knokler rundt med vore fem virksomheder næsten i døgndrift syv dage om ugen. Er kun i midten af tresserne og har mange gode år tilbage på arbejdsmarkedet. PS: Min farmor havde ismejeri til hun blev 84 år. Det ligger i generne. -
Hermed nogle af de spørgsmål fra Q&A som tiden ikke tillod at poste. Tak for den gode idé til E. L.
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GeorgeBest, 2020-11-25 15:08:21
Why would JNJ choose to exercise the option on hexa-cd38 (if it is safe)? Hexa-cd38 would mainly be a competitor to Darzalex, and would put loads of development cost on JNJ and take marketshare from one of their own products? -
peter12, 2020-11-25 21:20:24
The recent partnership with ImmunoPrecise, is it one of the Covid19 partnerships for infectious disease ? -
Sujit k, 2020-11-27 15:08:27
What are the potential readout to look in 2021? (on prostate cancer agents ) -
Sujit k, 2020-11-27 15:10:01
Y the half life of JNJ-8081 is predicted ~5days, whereas other DuoBody format has half life upto 25 days -
Sujit k, 2020-11-27 15:22:38
Please speak something about the JnJ PSMA molecule in your Duobody format? -
aarfaei, 2020-11-27 15:20:03
Was the primary issue with enapotamab vedotin efficacy or sofety? -
peter12, 2020-11-25 21:30:04
When will we see candidates using Curevac mRNA technology in the clinic ? -
Der er flere spøgsmål endnu, men da det er dobbeltpost af samme spørgsmål fra andre brugere som er besvaret af Jan, poster jeg ikke disse.
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My guess for the moment is that we will at least see something utilizing AbbVie’s ADC technology, which Jan recently called ADC 3.0. My gutfeel is that he thinks it is better as ADCT's technology or even Seagen's and that it could be one of the reasons CamiT is not further persued. purely guessing offcourse.
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On GB / Hexacd38; 1. competition does not stop working and Dara may not remain the best cd38 forever. 2. Dara patent will roll off at some point; hexa would give a new patentlife to the the cd38 business 3. hexa could sigfnificantly enlarge their cd38 business if it works in other disease areas (and Jan has several times hinted that that could be the case)
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