Genmab — Maj 2021

[Helge_LarsenPI-redaktør]

Stoxx: Europæisk health care lægger an til teknisk brud opad: https://www.proinvestor.com/investornyt/675151/stoxx-europaeisk-health-care-laegger-an-til-teknisk-brud-opad

[Bulder]

I morgen er der SH-tal. Bliver spændende om us har genvundet de gode takter. Ud fra SH-tallene for jan og feb kunne det tyde på, at det forholdsvist svage Q1 (JnJ) især skyldtes disse to måneder. Marts var pænt med igen.

[Sukkeralf]

...og i morgen frigives abstracts til ASCO - sikkert stadig en del data under embargo

[Sukkeralf]

Endpoint News afholder et BCMA diskussionsforum på ASCO med deltagere fra alle de involverede, så spændende hvad der kommer ud af det - mon der anes en vinder eller er target ikke så hot som forventet

[Sukkeralf]

måske visse modaliteter er bedre egnet eller....

[Darvin]

Lidt underligt at se Børsen liste gnsn (eller hvad det nu er de lister?) for f.eks. Genmab. De skriver 2.406,81 ? Konsensus blandt alle fra 2021 er ca 2.580 - så de mangler vist at opdatere deres database.

[Helge_LarsenPI-redaktør]

Genmab er på nu hos Nordnet. Enjoy.

[E_L]

We also have Dara on the CHMP agenda this week; for amyloidosis and SC pom-dex https://www.ema.europa.eu/en/documents/agenda/agenda-chmp-agenda-17-20-may-2021-meeting_en.pdf (and amivantamab Day 120)

[Helge_LarsenPI-redaktør]

Sektorrotation - Hvem bliver vinderne fremover? https://www.proinvestor.com/boards/93633

[Helge_LarsenPI-redaktør]

Investorevent d. 18/5-2021 med Nordnet, ProInvestor og HC Andersen Capital

Bavarian Nordic 0.11 inde i udsendelsen.
Zealand Pharma 0.44
Genmab 1.20

Opsamling med Per Hansen (Nordnet), Helge Larsen (ProInvestor) og Frank Hørning Andersen (HC Andersen Capital): https://www.proinvestor.com/index.php?p=debat_1&postid=93636

[E_L]

innovaTV 208 for Ovarian cancer stops recruiting at 98 patients (222 anticipated) https://clinicaltrials.gov/ct2/history/NCT03657043?A=30&B=31&C=merged#StudyPageTop

[GeorgeBest]

E L is that to be seen as negative?

[Sukkeralf]

My first guess would be yes to the negative view - but lets see

[E_L]

the way i see it, they either got results that are sooo good that the go straight to a Ph3, or the results disappointed and they stop the efforts on Ovarian cancer( which seems more likely doesn't it...) or maybe they simply think that those 98 can give them all the info they need to make the next step (doubt that..)

[Sukkeralf]

Or it could be adverse effects - was it in ovarian cancer they were more affraid of bleeding?

[E_L]

possible. shame it didn't come a day earlier, we could have asked Jan

[Bulder]

send a mail to IR?

[Sukkeralf]

Done

[E_L]

ok, curious if they will answer that

[E_L]

Both CHRYSALIS/Amivantamab and the GEN1042 trials had their Estimated Primary Completion Date extended https://clinicaltrials.gov/ct2/history/NCT02609776?A=54&B=55&C=merged#StudyPageTop .https://clinicaltrials.gov/ct2/history/NCT04083599?A=3&B=4&C=merged#StudyPageTop which is a similar situation where i wonder if that is a good or a bad thing