Genmab — November 2020

[gdn55]

Måske derfor man skal beholde Genmab, eller købe inden de bliver købt

[E_L]

yes, maybe. but i don't expect new data @AaBforever , more of a deep dive into what we know and more explanation

[E_L]

regarding safety Bulder , is that based on the data
we just saw?

[E_L]

because before, i was worried about liver tox

[E_L]

and it seems
manageable

[GeorgeBest]

Nordea think the liver side-effects may hinder going to high doses!

[E_L]

that would make sense. maybe that is something we can hear about on friday. But from the data we saw today, i found it hard to find a strong correlation between dose and efficacy

[E_L]

or dose and toxicity for that matter, we saw no data on that i think

[Bulder]

It's based on the conclusion in the abstract

[E_L]

and you can be sure Genmab does know that data

[E_L]

yes, ok, me too

[Bulder]

didn't winkel comment on the liver-issue recently? or was that dr5/dr5?

[E_L]

"29/3 09:33
af Sukkeralf
The problem with 4-1BB was liver tox if I remember what Jan said at some point - so with these new attempts where you only get them attivated in the microenviroment of the solid tumours it should avoid liver tox"

[E_L]

i think he also asked Jan in a QA about dr5 / liver tox, but Jan didnt really answer

[E_L]

Jan can be quite good at not answering if he doesnt want

[E_L]

@GB 17:06 don't forget that he always knows more then we do

[E_L]

(and that he has a lot more share then we do )

[E_L]

(and sometimes then should be than )

[Klarussen]

@Mogan, jeg er knap 100% kontant, solgte ud før præsidentvalget i US. Har ikke haft Genmab nogle måneder og venter på godt entrypoint. Tror vi skal længere ned i hele markedet , 2150 er bare et fiktivt tal, men i det område køber jeg gerne igen. Tror meget stærkt på Genmab på den lange bane.

[Klarussen]

Har været inde og ude af Genmab en del gange, og tjent godt, men ville ønske jeg bare havde holdt fast fra starten og haft Helges kølige overblik