Genmab

	10/11 11:19 af Helge Larsen/PI-redaktør	:-)
	10/11 11:15 af E L	or maybe people don't think for themselves , start whining when the price goes down and blame that on data they don't understand
	10/11 11:13 af AaBforever	Spændende hvor langt vi skal ned på nyhederne..:-(...måske har JvdW været for entusiastisk.
	10/11 11:01 af E L	I think Fig 6 shows the dose per patient below each patient, but i can not read that... Fig 7 also
	10/11 10:56 af JørgenVarnæs	Jeg kan ikke finde nogen opdelinger af dose/indikation i dokumentet. Der er dog kun n=4 på højeste dose
	10/11 10:54 af DevOp	If efficacy is also shown in the NSCLC pts already treated with ICI, that looks like a proof of concept
	10/11 10:54 af E L	On December 8 at 12:30 PM EST (6:30 PM CET / 5:30 PM GMT) Genmab will hold its virtual 2020 ASH Data Review and present its 2021 Key Priorities.
	10/11 10:50 af E L	my next questoin is, can the dose still go up? will the open expansion cohorts for the other diseases? they initially enrolled most in colorectal; will it proceed?
	10/11 10:49 af E L	Not sure what you guys all expected to get, but this is a PhI dose escalation. MTD not reached, safety acceptable. and at these dose it shows efficacy. SD for patients like this is unfortunately already a big +
	10/11 10:46 af Bulder	Kan godt være at SD i virkeligheden er udmærket.
	10/11 10:45 af Bulder	Ja, umiddelbart falder man jo ikke ned af stolen. Men måske kan man ikke forvente mere af så syge pts.
	10/11 10:45 af JørgenVarnæs	Men jeg vil ikke lægge alt for meget vægt på orr endnu - dertil er antallet af patienter for småt. Men det er jo gætværk vi er ude i her - så måske med n=30 vi har et solidt fingerpeg
	10/11 10:45 af E L	it doesn't say at what dose the NSCLC expansian is, does it?
	10/11 10:43 af E L	agree, specially since most of them are not yet on the highest dose
	10/11 10:41 af JørgenVarnæs	Når vi er så langt henne i sygdomsforløbet bliver man nødt til at kigge alvorligt på SD tallene også (IMO)
	10/11 10:39 af E L	i think that is important, if liver toxicity can be handled
	10/11 10:39 af JørgenVarnæs	Mon det er de 2 opgørelser med 65,6% SD/PR og ORR=11-33%, der forvirrer begreberne?
	10/11 10:38 af E L	● Most AEs were mild to moderate; treatment-related Grade 3 transaminase elevations resolved with corticosteroids. – No treatment-related bilirubin increases or Grade 4 transaminase elevations were observed.
	10/11 10:38 af E L	Well, this early it is all about safety, and longer data hardly changed from what we already saw, so that is a +
	10/11 10:35 af Sukkeralf	So not the 4-1BB week I´d imagined so far - so hard to judge these early data. Looking forward to the explanations on CMD
	10/11 10:30 af AaBforever	don´t
	10/11 10:30 af AaBforever	Seems that the market down like it.
	10/11 10:19 af E L	So it seems they start with NSCLC in the expansian cohorts? Note there where only 6 patients in the escalation cohort, they already put 24 in the expansian as of Oct 12
	10/11 10:06 af E L	Expansion cohort ● As of October 12, 2020, 24 patients were enrolled in expansion cohort 1, which includes patients with NSCLC with progression on or after ICI therapy (Figure 8). – 12 patients had post-baseline scans; six patients continued treatment with GEN1046, six patients discontinued. – Preliminary efficacy in 12 patients who could be objectively assessed showed two patients who achieved confirmed PR, one with unconfirmed PR, and four patients with SD.

	10/11 10:05 af E L	Of six patients with NSCLC, all of whom had received prior immune checkpoint inhibitor (ICI) therapy, two achieved unconfirmed PR, two maintained SD, and two experienced progressive disease
	10/11 10:03 af E L	Disease control was achieved in 65.6% of patients, including partial responses in triple-negative breast cancer (n=1), ovarian cancer (n=1), and ICI-pretreated NSCLC (n=2).
	10/11 09:56 af E L	Data cut-off for Efficacy September 29 I see
	10/11 09:48 af E L	cut off date Aug31
	10/11 09:48 af E L	BioNTech SEC filings GEN1046 ; you can choose if you want ot download it or just view it in your browser by clicking html (link)
	10/11 09:37 af Helge Larsen/PI-redaktør	Aktier/tendens: Ørsted kan tage fokus efter løftet anbefaling(link)
	10/11 07:48 af Helge Larsen/PI-redaktør	Tirsdagens aviser med Tryg, Carlsberg og (link) carlsberg-og-nnit
	10/11 07:47 af Helge Larsen/PI-redaktør	Asien: Generelle stigninger på positivt vaccinehåb - NY (link)
	10/11 07:46 af Helge Larsen/PI-redaktør	God morgen. :-)
	10/11 06:44 af GeorgeBest	Genmab presented dose escalation data for its DuoBody-PD-L1x4-1BB in 61 patients with advanced solid tumours at SITC today with six months of follow up. Early data is encouraging with an 11-33% ORR across TNBC (link)
	9/11 23:29 af E L	;-)
	9/11 23:21 af Helge Larsen/PI-redaktør	E L ..One more? ;-)
	9/11 22:36 af E L	haha, i don't have any hacking skills -unfortunately- but I think it is a great idea! @Helge; can you hire a hacker please ;-)
	9/11 22:01 af DevOp	u r so right, det havde jeg glemt alt om. Så bliver det svært at vente til onsdag.
	9/11 21:26 af Bulder	Jo, det har vi vidst siden E L hackede SITC for længe siden. ;-) Vi får opdaterede data på onsdag med posteren.
	9/11 21:09 af DevOp	Det er altså svært at være utilfreds med, selv om det har været en møgdag på kontoret ellers...
	9/11 21:08 af DevOp	Shoot me, hvis jeg har overset det tidligere, men abstract for gen1046 (link) angiver, at der faktisk bliver præsenteret opdaterede data, og at 65,6% (40/61) pts opnåede stable disease eller partial response. Fordelt over både triple-negative breast cancer, ovarian cancer, and immune checkpoint inhibitor (ICI)–pretreat ed NSCLC
	9/11 20:05 af Helge Larsen/PI-redaktør	Følg NBI her. Der er ikke storudsalg af Pharma i US. (link)
	9/11 18:03 af AaBforever	Men stadig NBI +0,69% pt.
	9/11 17:56 af Legolas23	Kaster man et blik på øvrige biotek aktier er de meget mere ramt. Måske gevinsthjemtagning og sekterrotation ovenpå valget.
	9/11 17:30 af AaBforever	We are all losers...sometime..:-)
	9/11 17:24 af GeorgeBest	Fååk - bunch of losers;-)
	9/11 17:24 af gdn55	For en uge siden lukkede vi i 2181, og alle var glade.
	9/11 17:21 af Mcjean	Horizon er jo absurd lav, den burde stå i 100$.
	9/11 17:20 af E L	Given that it is 'happy mRNA day', this is another Genmab abstract, where they sought to characterize protein and mRNA biomarkers in the tumor and stromal microenvironment (link)
	9/11 17:20 af AaBforever	NBI i +