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Genmab — Maj 2021

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • E Offline
    E Offline
    E_L
    wrote on sidst redigeret af
    #560

    It is rather annoying that EHA have embargoed some abstracts again, I copied this on Talquetamab yesterday:

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    • E Offline
      E Offline
      E_L
      wrote on sidst redigeret af
      #561

      Conclusion

      Talquetamab, at the RP2D of weekly 405 μg/kg SC, demonstrated a high clinical response rate and was well-tolerated in patients with relapsed/refractory MM. Based on the pharmacokinetic data, other SC dosing strategies are also being explored. The promising efficacy and safety profile, and the convenience of SC dosing support monotherapy development and combination approaches with this novel agent.

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      • E Offline
        E Offline
        E_L
        wrote on sidst redigeret af
        #562

        I think AEs looked probably a bit high with some grade 3/4 neutropenia and anemia, but looking at above conclusion it looks as if they think they can improve that with a different dosing strategie

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        • BulderB Offline
          BulderB Offline
          Bulder
          wrote on sidst redigeret af
          #563

          Thx E L. Yes, the shift from PR to CR is impressing.

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          • BulderB Offline
            BulderB Offline
            Bulder
            wrote on sidst redigeret af
            #564

            I suppose we'll soon see a filing of dara as maintenance.

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            • BulderB Offline
              BulderB Offline
              Bulder
              wrote on sidst redigeret af
              #565

              Nice that you got the conclusion from Cass part 2 before they locked it up. 🙂

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              • BulderB Offline
                BulderB Offline
                Bulder
                wrote on sidst redigeret af
                #566

                Ser ud til at Dax'en lader sig inspirere af us-nedtur i går. Futterne dog ikke helt så røde.

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                • G Offline
                  G Offline
                  GeorgeBest
                  wrote on sidst redigeret af
                  #567

                  11:39 agree E L, for me epco also looks best-in-class 🙂

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                  • G Offline
                    G Offline
                    GeorgeBest
                    wrote on sidst redigeret af
                    #568

                    we still to have wait to see if Glofi comes with a subcu version, but if not epco clearly looks like a potential winner

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                    • BulderB Offline
                      BulderB Offline
                      Bulder
                      wrote on sidst redigeret af
                      #569

                      On the safety-side epco clearly has the advantage of only making CRS grade 1 or 2, where glofi is associated with some cases of grade 3 and 4.

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                      • Legolas23L Offline
                        Legolas23L Offline
                        Legolas23
                        wrote on sidst redigeret af
                        #570

                        Der er vel også et økonomisk aspekt epco Vs Glofi ?

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                        • BulderB Offline
                          BulderB Offline
                          Bulder
                          wrote on sidst redigeret af
                          #571

                          Dax'en ser ud til at rette sig efter at have været nede med 2% i formiddags. Nu minus 0,5%

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                          • BulderB Offline
                            BulderB Offline
                            Bulder
                            wrote on sidst redigeret af
                            #572

                            Futterne begynder så småt at grønnes. Vix nede med 8%

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                            • P Offline
                              P Offline
                              Plimsoller
                              wrote on sidst redigeret af
                              #573

                              God morgen 🙂

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                              • Helge_LarsenPI-redaktørH Offline
                                Helge_LarsenPI-redaktørH Offline
                                Helge_LarsenPI-redaktør
                                wrote on sidst redigeret af
                                #574

                                God morgen. 🙂

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                                • Helge_LarsenPI-redaktørH Offline
                                  Helge_LarsenPI-redaktørH Offline
                                  Helge_LarsenPI-redaktør
                                  wrote on sidst redigeret af
                                  #575

                                  Spørgsmål til Q&A er meget velkommen. 🙂

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                                  0
                                  • Helge_LarsenPI-redaktørH Offline
                                    Helge_LarsenPI-redaktørH Offline
                                    Helge_LarsenPI-redaktør
                                    wrote on sidst redigeret af
                                    #576

                                    Udover Q&A mandag har Proinvestor
                                    sammen med Nordnet biotekwebinar med Genmab, Bavarian og Zealand Pharma tirsdag. Tlmelding: https://events.nordnet.dk/nordnet-events/kom-helt-taet-paa-tre-biotekvirksomheder-bavarian-zealand-pharma-genmab/

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                                    • BulderB Offline
                                      BulderB Offline
                                      Bulder
                                      wrote on sidst redigeret af
                                      #577

                                      ADS’en steg pænt i går selvom NBI hang lidt med næbbet. Bliver interessant i dag, hvor det meste er grønt og Vix nede med 20%.

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                                      • D Offline
                                        D Offline
                                        deleted-user
                                        wrote on sidst redigeret af
                                        #578

                                        Er det ikke en meget meget lille short interest pt?

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                                        • D Offline
                                          D Offline
                                          deleted-user
                                          wrote on sidst redigeret af
                                          #579

                                          Lad os se mandag om GMAB viser vejen for GMAB.CO

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