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Genmab — November 2020

Planlagt Fastgjort Låst Flyttet Genmab
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  • Helge_LarsenPI-redaktørH Offline
    Helge_LarsenPI-redaktørH Offline
    Helge_LarsenPI-redaktør
    wrote on sidst redigeret af
    #1317

    Tjek også DN-Investor Norge ud. Siden er helt suveræn.

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    0
    • G Offline
      G Offline
      GeorgeBest
      wrote on sidst redigeret af
      #1318

      Tak Helge. Kæmpe arbejde du laver 🙂 Jeg forstår slet ikke du har tid til det!

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      • Helge_LarsenPI-redaktørH Offline
        Helge_LarsenPI-redaktørH Offline
        Helge_LarsenPI-redaktør
        wrote on sidst redigeret af
        #1319

        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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        • Helge_LarsenPI-redaktørH Offline
          Helge_LarsenPI-redaktørH Offline
          Helge_LarsenPI-redaktør
          wrote on sidst redigeret af
          #1320

          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. 🙂

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          • Helge_LarsenPI-redaktørH Offline
            Helge_LarsenPI-redaktørH Offline
            Helge_LarsenPI-redaktør
            wrote on sidst redigeret af
            #1321

            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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            • Helge_LarsenPI-redaktørH Offline
              Helge_LarsenPI-redaktørH Offline
              Helge_LarsenPI-redaktør
              wrote on sidst redigeret af
              #1322

              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?

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              • Helge_LarsenPI-redaktørH Offline
                Helge_LarsenPI-redaktørH Offline
                Helge_LarsenPI-redaktør
                wrote on sidst redigeret af
                #1323

                peter12, 2020-11-25 21:20:24
                The recent partnership with ImmunoPrecise, is it one of the Covid19 partnerships for infectious disease ?

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                • Helge_LarsenPI-redaktørH Offline
                  Helge_LarsenPI-redaktørH Offline
                  Helge_LarsenPI-redaktør
                  wrote on sidst redigeret af
                  #1324

                  Sujit k, 2020-11-27 15:08:27
                  What are the potential readout to look in 2021? (on prostate cancer agents )

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                  • Helge_LarsenPI-redaktørH Offline
                    Helge_LarsenPI-redaktørH Offline
                    Helge_LarsenPI-redaktør
                    wrote on sidst redigeret af
                    #1325

                    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

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                    • Helge_LarsenPI-redaktørH Offline
                      Helge_LarsenPI-redaktørH Offline
                      Helge_LarsenPI-redaktør
                      wrote on sidst redigeret af
                      #1326

                      Sujit k, 2020-11-27 15:22:38
                      Please speak something about the JnJ PSMA molecule in your Duobody format?

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                      0
                      • Helge_LarsenPI-redaktørH Offline
                        Helge_LarsenPI-redaktørH Offline
                        Helge_LarsenPI-redaktør
                        wrote on sidst redigeret af
                        #1327

                        aarfaei, 2020-11-27 15:20:03
                        Was the primary issue with enapotamab vedotin efficacy or sofety?

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                        0
                        • Helge_LarsenPI-redaktørH Offline
                          Helge_LarsenPI-redaktørH Offline
                          Helge_LarsenPI-redaktør
                          wrote on sidst redigeret af
                          #1328

                          peter12, 2020-11-25 21:30:04
                          When will we see candidates using Curevac mRNA technology in the clinic ?

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                          • Helge_LarsenPI-redaktørH Offline
                            Helge_LarsenPI-redaktørH Offline
                            Helge_LarsenPI-redaktør
                            wrote on sidst redigeret af
                            #1329

                            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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                            • P Offline
                              P Offline
                              peter12
                              wrote on sidst redigeret af
                              #1330

                              Tak Helge 😉 Hvordan skal dette svar forstås. Skal der stå "No" eller "Now" ? JdW:
                              So now picking and choosing from Genmab's proprietary product pipeline, but newly creating product options in the partnership.

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                              • E Offline
                                E Offline
                                E_L
                                wrote on sidst redigeret af
                                #1331

                                pretty certain that that is a typo and should be a NO @peter.

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                                • E Offline
                                  E Offline
                                  E_L
                                  wrote on sidst redigeret af
                                  #1332

                                  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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                                  • E Offline
                                    E Offline
                                    E_L
                                    wrote on sidst redigeret af
                                    #1333

                                    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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                                    • E Offline
                                      E Offline
                                      E_L
                                      wrote on sidst redigeret af
                                      #1334

                                      btw GB; you asked on amyloidosis; even though the market is much smaller, I would hope for a much faster uptake and immediately into first line as it really seems to be such a good drug for this disease

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                                      • G Offline
                                        G Offline
                                        GeorgeBest
                                        wrote on sidst redigeret af
                                        #1335

                                        Thanks E L, also my thoughts. Will keep Sarclisa and CarT on the backfoot. But on the other hand JNJ already have CarT through Legend!

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                                        • E Offline
                                          E Offline
                                          E_L
                                          wrote on sidst redigeret af
                                          #1336

                                          possibly for later lines, or, as they have inidicated,
                                          in combo with cd38

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