Genmab — November 2020

StockBull

Gætter på kurs ca. 2600 inden 1 Januar 2021

StockBull

Selveste Warran E Buffet køber op i Big Pharma og mon ikke han analysearbejdet iorden. Genmab burde kunne rykker over kurs 3000 i 2021 så entry på nuværende niveau kan ikke gå helt galt

AaBforever

Det kommer vel an på om pipelinen performer?

Darvin

Tror meget vel du kan have ret StockBull, selv om det så skal gå rigtig godt!! ikke mindst - fordi - pipelinen formentlig performer mere end den skuffer. Men - det vil så også være en overordentlig god forrentning. 2.600 1 Jan er trods alt 14-15% fra nu og 3.000 1 dec 2021 er ca 32%. Lad det bare komme - julegaverne

E_L

so those 9 expansion cohorts on GEN1046 aren't everything; that number is still going up...

Bulder

2 more than in the Biontech slides. Do you know what indications?

Solsen

The most impressive is that JW said yesterday that they are selecting cancer indications which are known as not responders to PD-/PD-L1 drugs.

E_L

so we learned that that there were 2 more cohorts with undisclosed target in the CMD; a guess could be ovarian and colorectal, as they actually tried a relatively high # of patients in the PhI? And yesterday he said the # is even higher as 9

E_L

@Solsen isn't that what Judith said in the Q3? "s you see in the expansions, we are enrolling patients that are naive to checkpoint inhibitors in those tumors where the activity for PD-1s or PD-L1s is more sort of low. And in addition, we are enrolling like type tumor types that failed PD-1s, PD-L1s."

E_L

i thought it was interesting to hear Jan speak about AbbVie and also their next generation ADC technology. Wondering if we should put this in context with their decision on ADCT/ Cami T

E_L

of which they did not speak negatively by the way, Cami came up as another potential future revenue

E_L

Jan mentioned 5 Epco trials, where i only see 4, not sure if that was an error or we should see one very soon?

Solsen

He also said that the big epco ph 1/2 trial were inrolling in many cohort/indications which could lead to accelerated approval....

E_L

yes, it seems ASH could be more interesting as i had anticipated if they can reveal enough data on epco...

E_L

they also made me think about Enapotamab again , it has the same warhead as Tisotumab, i wonder if it could be a candidate for another 50:50 with Seagen. They already get a royalty.

Solsen

All points at a dead candidate in Enapotamab, I belive.

E_L

if they still see sufficient potential, such a partnership could be an elegant solution. We'll find out soon...

Solsen

Hope so

E_L

Jan said he had a fireside chat toghether with JNJ's Paul Stoffels 2 days ago, has anyone seen that?

Helge_LarsenPI-redaktør

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