Genmab — Marts 2021

ungeee

@Pensionisten. Fredag GEN 2200 holdt ikke. Jeg satser dog på de 2200 først i næste uge. TRYG er nu overstået, hvilket jeg også tænker ZEAL mærkede i dag. Hvis GEN er mere rentefølsom end jeg egentlig tror OG hvis renten stiger meget næste uge, bliver de 2200 måske alligevel svært - men Carpe Diem

Bulder

Volumen var især voldsom i de sidste minutter, hvor der tilsyneladende blev solgt ud.

GeorgeBest

Glofitamab, a Novel, Bivalent CD20-Targeting T-Cell–Engaging Bispecific Antibody, Induces Durable Complete Remissions in Relapsed or Refractory B-Cell Lymphoma: A Phase I Trial

GeorgeBest

Just a moment...

(ascopubs.org)

JørgenVarnæs

Imponerende data

Helge_LarsenPI-redaktør

God morgen.

E_L

it was march OPEX yesterday, Quadruple witching, in a FED week, whole market saw large volumes.

Bulder

Jeg kan ikke lige huske, hvad epco præsterer på effekt-siden, men havde ingen CRS over grade 2 https://www.sciencedirect.com/science/article/abs/pii/S2152265020308910

Bulder

E L do you remeber efficacy on epco?

Bulder

ORR seems to be similar https://ash.confex.com/ash/2020/webprogram/Paper133820.html

Bulder

But fewer pts in the epco abstract from ash

Bulder

ORR was 100% at the 48 mg dose (epco)

Bulder

So all in all, efficacy not worse, safety better, and sc convenience. My opinion.

E_L

i am not sure if this Glofitamab data is new after ASH; it says data cutoff August 3 2020, have to look into it

Bulder

The epco data in the table from ash is a snapshot from July 6.

E_L

yes, so one would think the Glofitamab august 3 data was probably at ASH already?

Bulder

Not these data. Ash-data was of April 17 https://ash.confex.com/ash/2020/webprogram/Paper136044.html

Bulder

So these glofi-data are newer. We'll have to wait for the expansion-data of epco with more pts and RP2D.

E_L

ok. we'll probably see updates of both at ASCO?

Bulder

Expansion part is pretty big. 486 pts https://www.clinicaltrials.gov/ct2/show/NCT03625037?term=Epcoritamab&draw=2&rank=5