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Genmab — December 2020

Planlagt Fastgjort Låst Flyttet Genmab
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  • E Offline
    E Offline
    E_L
    wrote on sidst redigeret af
    #337

    the scan of that MCL patient on p13 is with only 24mg; I am not a doctor, but that difference after treatment seems pretty clear to me

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    • G Offline
      G Offline
      GeorgeBest
      wrote on sidst redigeret af
      #338

      Yes sure

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      • S Offline
        S Offline
        Sukkeralf
        wrote on sidst redigeret af
        #339

        Just a moment...

        favicon

        (www.firstwordpharma.com)

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        • S Offline
          S Offline
          Sukkeralf
          wrote on sidst redigeret af
          #340

          Next steps

          While the burning question was whether or not the novel targets are better used before or after BCMA, the more practical solution is to simply combine the mechanisms. In fact, Johnson & Johnson is already at work on that front, with a Phase I study exploring the combination of talquetamab and the BCMA bispecific antibody teclistamab.

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          • S Offline
            S Offline
            Sukkeralf
            wrote on sidst redigeret af
            #341

            There’s also preclinical data supporting the role of CD38-targeting agents in T-cell expansion, which suggests that front-line therapy Darzelex (daratumumab) could help potentiate the T-cell engaging effect of antibodies like talquetamab. Accordingly, Johnson & Johnson is also evaluating that combination in a Phase I trial- along with various combinations of teclistamab and pomalidomide- which could represent its best opportunity for leapfrogging the BCMA drug class.

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            • G Offline
              G Offline
              GeorgeBest
              wrote on sidst redigeret af
              #342

              Tak Sukkeralf. Kombinere T&T må trods alt give ca. 10% til Genmab 😉

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              • S Offline
                S Offline
                Sukkeralf
                wrote on sidst redigeret af
                #343

                Meget svært pt at gisne om hvorledes MM markedet ser ud 5-10 år ude i fremtiden, men man kan da kun være glad for at Genmabs produkter formentlig vil spille en rolle og at Janssen ikke bare lader stå til !

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                • BulderB Offline
                  BulderB Offline
                  Bulder
                  wrote on sidst redigeret af
                  #344

                  En stærk fremtidsvision kunne være hexcd38 i kombi med T&T.

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                  • P Offline
                    P Offline
                    Plimsoller
                    wrote on sidst redigeret af
                    #345

                    Godt scenarie 🙂

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                    • P Offline
                      P Offline
                      Plimsoller
                      wrote on sidst redigeret af
                      #346

                      Link Preview Image
                      Henrykt storbank efter lægemøde: Genmabs aktie kan blive 5750 kr værd

                      Genmab har fremlagt data på en konference i weekenden, der imponerer analytikerne Genmabs investorer har endnu engang grund til at drømme stort, efter at selskabet i weekenden har fremlagt nye data me

                      favicon

                      borsen.dk (borsen.dk)

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                      • BulderB Offline
                        BulderB Offline
                        Bulder
                        wrote on sidst redigeret af
                        #347

                        Hvad er det for en bank?

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                        • P Offline
                          P Offline
                          Plimsoller
                          wrote on sidst redigeret af
                          #348

                          Jeg ved det ikke, men jeg skifter til den lige om lidt .-)

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                          • P Offline
                            P Offline
                            Plimsoller
                            wrote on sidst redigeret af
                            #349

                            🙂

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                            • K Offline
                              K Offline
                              kkjoel
                              wrote on sidst redigeret af
                              #350

                              Kræver abbonnement. Kan du give nogle få highlights - hvilken bank, hvilke dele indgår i kursmål, osv?

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                              • K Offline
                                K Offline
                                kkjoel
                                wrote on sidst redigeret af
                                #351

                                Måske et par korte copy/pastes...

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                                • P Offline
                                  P Offline
                                  Plimsoller
                                  wrote on sidst redigeret af
                                  #352

                                  Jeg har ikke adgang mere, men jeg hå¨ber at der er nogle der har og kan give et par stikord.

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                                  • G Offline
                                    G Offline
                                    GeorgeBest
                                    wrote on sidst redigeret af
                                    #353

                                    Epcoritamab topsalg på 4 mia $

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                                    • K Offline
                                      K Offline
                                      kkjoel
                                      wrote on sidst redigeret af
                                      #354

                                      ja, det ville være dejligt... 🙂

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                                      • BulderB Offline
                                        BulderB Offline
                                        Bulder
                                        wrote on sidst redigeret af
                                        #355

                                        Kunne det være Nordea 😉

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                                        • J Offline
                                          J Offline
                                          JohnW
                                          wrote on sidst redigeret af
                                          #356

                                          Citi: Peter Verdult beskriver de nye data som “de stærkeste, der til dato er set” på epcoritamabs område.

                                          Han mener derfor også, at epcoritamab vil være “meget konkurrencedygtig” over for potentielle, konkurrerende midler fra medicinalselskaberne Regeneron og Roche.

                                          Han vurderer, at epcoritamab kan nå et topsalg på over 4 mia. dollar – 24,6 mia. kr. – om året.

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