Genmab — November 2020

[Solsen]

Han synes ikke figuren var høj nok - han gættede på $3bn i revenue. Mon ikke han overfortolker

[Solsen]

Hexa38 data i 2021. Potentiale ikke blot i MM, men også i MCL, DLBCL og solide

[DevOp]

Og Gen1046 viser også effekt i pts med lave PD-L1 niveauer. Sammen med virkning i ICI-refraktære pts virker det da som ret gode muligheder

[Solsen]

Pts i expansion cohorts med SD og PR er still ongoing i GEN1046.

[E_L]

and where i earlier suggested that Colorectal cancer and Ovarian cancer will not continue to the expansion phase, they are probably the 2 'secret'
ones?

[svak]

En spændende dag med mange gode "ting" - men som desværre igen, igen giver en negativ kursudvikling. Det er ligesom det hænger ved en lovende pipelineudvikling sker der en negativ kursudvikling

[AaBforever]

Genmab i en nøddeskal...det skal vi lære at leve med...:-)

[E_L]

yes it is just horrible , when are we ever going to make any money on this stock ???

[E_L]

great presentation.

[E_L]

i thought it was quite funny how Tahi Ahmadi could barely stop smiling when talking about Epco and 1046 lol, we was clearly very excited

[GeorgeBest]

Grrrr only up 53% this year D-)

[GeorgeBest]

[GeorgeBest]

Tahi seems to be the new star in the bar

[E_L]

New Data Build on Growing Evidence Supporting TEPEZZA Efficacy in Thyroid Eye Disease (TED), Including in Patients With Less Severe Disease and Longer Disease Duration https://ir.horizontherapeutics.com/news-releases/news-release-details/new-data-build-growing-evidence-supporting-tepezzar-teprotumumab

[GeorgeBest]

Mere end nogensinde, jeg tror der startes 7-8 epco trials i løbet af kort tid, Tahi mener de hastigt haler ind på Roche

[DevOp]

Aggressively recruiting i gen1046 expansion cohorts, results soon - det kunne godt lyde som før Asco...

[deleted-user]

I agree so much - Tahi was obviously very excited to reveal some news - maybe his personal opinion and expectations to the future of Genmab. That is proof of confident

[Solsen]

I think they said more data on GEN1046 in 2021.

[Solsen]

Epco will be a huge asset.

[Solsen]

Analyst are more concerned about cost coming year. Novod projections on revenue from one of the figures were nonsens.