Genmab

	6/2 13:51 af troldmanden	De har stort set aftaler på det meste der er i pipeline. Så jeg ser ikke umiddelbart nye licensaftaler ligge foran os. Det skulle i så fald enten være en research teknologi aftale som der ikke er så mange pewnge i, eller den anden vej rundt. At genmab finder noget spændende hos andre at lave deals på
	6/2 13:44 af GeorgeBest	(link)
	6/2 13:43 af GeorgeBest	CureVac fik forøvrigt forleden lavet en secondary offering på 450M $ til kurs 90. Aktien er pisket op siden...
	6/2 13:36 af troldmanden	Alene på driften har de et positivt CF der kan finansiere et meget hastigt forøget udgift niveau. Så de har i hvert fald 10 mio cash de kan bruge til en kmbination af udbytte, aktie tilbagekøb, og køb af assets. Andre virksomheder/teknologiplatforme
	6/2 13:34 af GeorgeBest	det behøver jo ikke være mega investeringer, men som ved investeringen i Curevac, passende investeringer der der giver adgang til nye banebrydende teknologier som de ikke selv magter...
	6/2 13:30 af GeorgeBest	de har jo vist at robotteknologi i relation til duobody teknologien har været en mega success, det er i hvert fald den historie Jan fortæller gang på gang...
	6/2 13:27 af GeorgeBest	det var selvfølgelig en joke, men investere i andre healthtech selskaber, specielt med focus på Artificial Intelligence i healttech vil give rigtig god mening...
	6/2 13:23 af GeorgeBest	de kunne købe Bitcoin for pengene :-D
	6/2 13:15 af troldmanden	de kunne bare begynde at betale udbytte :-)
	6/2 12:56 af Solsen	Genmab hader sikkert også minusrenter - pengene i arbejde giver bedre afkast ;-)
	6/2 11:10 af troldmanden	Jan fortalte allerede for flere år siden at Jansen havde over 400 ansatte der arbejde fuld tid med dara. Det var inden den blev lanceret. Så der venter en meget kraftig stigning i antal ansatte hos genmab de næste 24 mdr (nu løfter Abb heldigvis også en stor del af det, men der kommer ikke til at gå så lang tid inden de runder 1000 ansatte)
	6/2 11:10 af E L	Meg Tirrell @megtirrell A deep dive into the effect of the Defense Production Act on a rare disease drug, Horizon’s Tepezza, for thyroid eye disease, and the impact it’s had on patients as manufacturing lines were diverted to a #covid19 vaccine (link)
	6/2 08:51 af Hevis	Ser på LinkedIn at Genmab søger Director til Epcoritamab
	6/2 08:31 af Helge Larsen/PI-redaktør	God morgen. :-)
	5/2 22:40 af JørgenVarnæs	Lidt anderledes end første gang GEN kom i C20 - dengang var reaktionen lodret ned og ud på røv og albuer...
	5/2 22:40 af JørgenVarnæs	...potential inclusion in s&p 500
	5/2 22:19 af JørgenVarnæs	Jeg sidder også og roder efter nyheder. Mon der er noget M&A hurlumhej i beggrunden?
	5/2 22:12 af Solsen	Ingen nyheder med nu +17% i Seagen (link) Besynderligt...
	5/2 15:01 af E L	I am not sure whether they are different Bulder, looking at pictures the may just be constructed differently vis-a-vis the CD3
	5/2 14:52 af GeorgeBest	and we know Jan want to put Epcoritamab in first line, and Epcoritamab is much more efficiant than Mosunetuzumab, therefore big advantage for Genmab
	5/2 14:50 af GeorgeBest	E L - therefore it looks like Roche is planning for Mosunetuzumab for first line and Glofitamab for later lines
	5/2 14:36 af Bulder	It is probably two different epitopes on the same cd20 antigen then.
	5/2 14:32 af E L	no, the one you refer to is from sanofi
	5/2 14:31 af E L	(link)

	5/2 14:31 af E L	they still call it a bispecific,2 mAb's
	5/2 14:30 af Bulder	is
	5/2 14:30 af Bulder	I wonder if Genmab i working on something like this (link)
	5/2 14:23 af Bulder	Trispecific?
	5/2 14:11 af E L	It is engineered to have two ‘Fab’ regions which bind to CD20, and one ‘Fab’ region which binds to CD3.
	5/2 14:10 af E L	Glofitamab is an investigational CD20xCD3 T-cell engaging bispecific antibody designed to target CD20 on the surface of B-cells and CD3 on the surface of T-cells. This dual targeting activates and redirects a patient’s existing T-cells to engage and eliminate target B-cells by releasing cytotoxic proteins into the B-cells. Glofi is based on a novel structural format which we call ‘2:1’, which refers to the structure of the antibody.
	5/2 14:09 af E L	*now
	5/2 14:09 af E L	actually, re-reading that comment, I know realise they may be talking about Glofitamab when they say 2:1; so I looked it up:
	5/2 11:20 af E L	true
	5/2 11:16 af GeorgeBest	Okay, but why wouldn‘t they mention their most promissing and potent cd3/cd20? Strange...
	5/2 11:11 af E L	I am not sure you can conclude that, they didn't mention anything in the call on glofi though
	5/2 11:01 af GeorgeBest	Epcoritamab is much better than Mosunetuzumab, really promissing now. They must have safety issues with Glofitamab then?
	5/2 10:58 af GeorgeBest	Roche don‘t expect Glofitamab to get to front line then? In yes, big advantage for Epcoritamab...
	5/2 10:54 af JørgenVarnæs	I like the “..., though” at the end!
	5/2 10:41 af E L	not much on Mosunetuzumab cd3x20; But we haven't -- I don't think we've maxed out yet on the efficacy of mosun and we haven't hit -- we are continuing to work with the dosing profile of the 2:1 and continuing to get gains on tolerability. So it's hard to call and say, oh, mosun is going to be the front line and 2:1 is going to be refractory because those are -- that's a plausible hypothesis. But I think it would be prejudging. We'll follow the science, and we expect to maintain our lead, though.
	5/2 10:38 af E L	Transcript of ROG.VX earnings conference call for a bit more on ocrevus (link)
	5/2 10:22 af E L	at this rate it doesn't look like Sanofi will soon break even on their sarclisa investments...
	5/2 10:20 af JørgenVarnæs	Thx EL
	5/2 10:18 af JørgenVarnæs	Sarclisa approved March in US and May in EU - seems threat to dara is manageable
	5/2 10:11 af E L	Fourth-quarter Sarclisa® sales were €25 million of which €12 million was generated in the U.S. Sarclisa® is now launched in 12 countries (including the U.S., Japan, UK, Netherlands, Canada, Sweden, Switzerland and France). 2020 total 43mio
	5/2 09:09 af Plimsoller	God morgen :-)
	5/2 07:50 af Helge Larsen/PI-redaktør	Fredagens aviser med Lundbeck, Pandora og Nordea (link)
	5/2 07:48 af Helge Larsen/PI-redaktør	Asien: Optimismen breder sig i hele regionen: (link)
	5/2 07:47 af Helge Larsen/PI-redaktør	God morgen. :-)
	4/2 21:10 af JørgenVarnæs	For dem, der tænker at et bud fra JnJ er på trapperne har jeg denne smukke sang (link)
	4/2 20:59 af Bulder	Det kommer den dag jnj tager muldvarpen frem.