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Genmab — December 2020

Planlagt Fastgjort Låst Flyttet Genmab
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  • G Offline
    G Offline
    GeorgeBest
    wrote on sidst redigeret af
    #206

    JNJ kommer til at dominere MM markedet totalt, pga af Genmab udviklede medikamenter...

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    • E Offline
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      E_L
      wrote on sidst redigeret af
      #207

      great data for both and Andromeda and Pleiades data for Dara today was also very good and well received. More tomorrow!

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      • Helge_LarsenPI-redaktørH Offline
        Helge_LarsenPI-redaktørH Offline
        Helge_LarsenPI-redaktør
        wrote on sidst redigeret af
        #208

        GB&E L. Tusinde tak for fantastisk info. 🙂

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        • SolsenS Offline
          SolsenS Offline
          Solsen
          wrote on sidst redigeret af
          #209

          JNJ skal have en stor “pipeline” til at sende penge til Genmab igennem 😉

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          • SolsenS Offline
            SolsenS Offline
            Solsen
            wrote on sidst redigeret af
            #210

            Regeneron blander sig også https://finance.yahoo.com/news/regenerons-bcmaxcd3-bispecific-antibody-regn5458-220000380.html

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            • E Offline
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              E_L
              wrote on sidst redigeret af
              #211

              doesn't look bad either.... Teclistamab slightly higher ORR and SC, but i think we expect a fight there... IF Dara combo works it could give JNJ a nice competitive marketing advantage

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              • BulderB Offline
                BulderB Offline
                Bulder
                wrote on sidst redigeret af
                #212

                Do we know the infusion time of regn5458?

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                • S Offline
                  S Offline
                  Sukkeralf
                  wrote on sidst redigeret af
                  #213

                  CD20/CD3 competition from IgM antibodies may not be a problem:

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                  • S Offline
                    S Offline
                    Sukkeralf
                    wrote on sidst redigeret af
                    #214

                    301 Moved Permanently

                    favicon

                    (www.evaluate.com)

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                    • E Offline
                      E Offline
                      E_L
                      wrote on sidst redigeret af
                      #215

                      no, not sure

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                      • E Offline
                        E Offline
                        E_L
                        wrote on sidst redigeret af
                        #216

                        AMG701 i think is follow up of AMG420 https://twitter.com/SLentzsch/status/1335335972540706816

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                        • E Offline
                          E Offline
                          E_L
                          wrote on sidst redigeret af
                          #217

                          how do we keep track of all of these...

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                          • E Offline
                            E Offline
                            E_L
                            wrote on sidst redigeret af
                            #218

                            lets hope they don't have to write a story like that about epco tomorrow @Sukkeralf ....

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                            • S Offline
                              S Offline
                              Sukkeralf
                              wrote on sidst redigeret af
                              #219

                              Yes that would be a disaster......but I think we are in for an early Christmas gift

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                              • S Offline
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                                Sukkeralf
                                wrote on sidst redigeret af
                                #220

                                Nice data for T&T - again good vallidation for BsAbs and Genmabs platform

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                                • E Offline
                                  E Offline
                                  E_L
                                  wrote on sidst redigeret af
                                  #221

                                  absolutely, and for long term investors that is key

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                                  • P Offline
                                    P Offline
                                    peter12
                                    wrote on sidst redigeret af
                                    #222

                                    Rajkumar pow https://twitter.com/VincentRK/status/1335315709174427648

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                                    • E Offline
                                      E Offline
                                      E_L
                                      wrote on sidst redigeret af
                                      #223

                                      and each time a think 'it is a shame those JNJ duobody royalties aren't a bit higher', I also realise that without JNJ Genmab would have possibly gone broke... And also how JNJ must feel for not buying the whole shop when they invested $80mio in 2012 lol

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                                      • S Offline
                                        S Offline
                                        Sukkeralf
                                        wrote on sidst redigeret af
                                        #224

                                        Again Janssen has done so much for driving this platform forward so we just hope that Genmab can continue this with epco, 4-1BBs and so forth. So much good stuff going on and things become rather complex.....but I just feel that it almost acnt go wrong no matter what

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                                        • E Offline
                                          E Offline
                                          E_L
                                          wrote on sidst redigeret af
                                          #225

                                          dangerous feeling in investment land lol, but i am afraid i feel the same 😉

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