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Genmab — November 2020

Planlagt Fastgjort Låst Flyttet Genmab
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    G Offline
    GeorgeBest
    wrote on sidst redigeret af
    #746

    😄

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    • G Offline
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      GeorgeBest
      wrote on sidst redigeret af
      #747

      Tahi seems to be the new star in the bar 😉

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      • E Offline
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        E_L
        wrote on sidst redigeret af
        #748

        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

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        • G Offline
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          GeorgeBest
          wrote on sidst redigeret af
          #749

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

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          • D Offline
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            DevOp
            wrote on sidst redigeret af
            #750

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

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            • D Offline
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              deleted-user
              wrote on sidst redigeret af
              #751

              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

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              • SolsenS Offline
                SolsenS Offline
                Solsen
                wrote on sidst redigeret af
                #752

                I think they said more data on GEN1046 in 2021.

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                • SolsenS Offline
                  SolsenS Offline
                  Solsen
                  wrote on sidst redigeret af
                  #753

                  Epco will be a huge asset.

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                  • SolsenS Offline
                    SolsenS Offline
                    Solsen
                    wrote on sidst redigeret af
                    #754

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

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                    • D Offline
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                      DevOp
                      wrote on sidst redigeret af
                      #755

                      Well, ASCO may a fair bet for more gen1046 data after all. Efficacy was assessed every 6 weeks in the dose escalation. Guess 3 assessments (or min 2) would be expectable

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                      • D Offline
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                        deleted-user
                        wrote on sidst redigeret af
                        #756

                        Novod is nonsens?

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                        • G Offline
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                          GeorgeBest
                          wrote on sidst redigeret af
                          #757

                          The slide Novod reffered to showed that revenues from dara, Tepezza and Kesimpta would increase with 2,5 times until 2025. And Noved was not happy with that projection???

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                            GeorgeBest
                            wrote on sidst redigeret af
                            #758

                            Is that correct understood?

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                              GeorgeBest
                              wrote on sidst redigeret af
                              #759

                              On top of that would come revenues from Amivantamab, epco and tiso??

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                              • D Offline
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                                deleted-user
                                wrote on sidst redigeret af
                                #760

                                thx

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                                • E Offline
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                                  E_L
                                  wrote on sidst redigeret af
                                  #761

                                  When Novod came on i thought it would be a good time to make a coffee, so I missed that 😉

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                                  • D Offline
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                                    deleted-user
                                    wrote on sidst redigeret af
                                    #762

                                    I got that revenue slide but luckily I missed the question from Novod. Don't like to waste unnecessary time

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                                    • SolsenS Offline
                                      SolsenS Offline
                                      Solsen
                                      wrote on sidst redigeret af
                                      #763

                                      I think Genmab only will book revenue fra TF from Japan. Seagen in other teritories. Could have confused Novod. But if I remember I will ask at PIs Q&A.

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                                      • SolsenS Offline
                                        SolsenS Offline
                                        Solsen
                                        wrote on sidst redigeret af
                                        #764

                                        ASH 5-8 dec næste højdepunkt. Genmabs kurs er lidt bovlam, men jeg synes, at det ser lovende ud. God aften og weekend.

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                                        • W Offline
                                          W Offline
                                          w
                                          wrote on sidst redigeret af
                                          #765

                                          Novod thought that gen where too optimistic with 2025e. Am I wrong?

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