Genmab

	14/10 10:57 af Sukkeralf	anything about filing for approval this year with amivantamab or anything about the new Duobody in the clinic?
	14/10 10:52 af E L	JNJ pipeline (link)
	14/10 10:52 af E L	The near-term plan is to go forward with an Exon 20 EGFR tumor, non-small cell lung cancer, there are really no good opportunities for patients with Exon 20 signatures. But that's how we will begin but our eyes are on the larger EGFR mutation market and patients in non-small lung cancer. So with time, we plan on exploring multiple lines of therapy and eventually all EGFR containing tumors."
	14/10 10:51 af E L	-Maybe I can take the question on the EGFR-cMet antibody amivantamab. It is a really exciting project for us. You asked about near-term and long-term. First on the antibody itself, it's a really interesting antibody. It's unique to us and it incorporates both EGFR binding peak and the CMS binding peak and CMS is common resistance mechanism for EGFR therapy. So it's both the primary mutation and the resistance mechanism at the same time.
	14/10 10:51 af E L	I would also point to some of the filings that we anticipate here in the near-term with respect to the CAR-T BCMA as well as amivantamab for non-small cell lung cancer, potentially on the horizon and part of the mix in 2021.
	14/10 10:50 af E L	"As we head into the fourth quarter, we look forward to additional planned submissions, most notably our U.S. filing of our BCMA CAR-T in multiple myeloma as well as the U.S. filing for amivantamab in non-small cell lung cancer.
	14/10 10:50 af E L	The usual positive comments on Dara, but also on amivantamab
	14/10 10:49 af E L	Johnson & Johnson (JNJ) Management on Q3 2020 Results - Earnings Call Transcript (link)
	14/10 07:32 af transalp	Go morgen.. :)
	14/10 06:48 af Helge Larsen/PI-redaktør	God morgen. :_)
	14/10 05:44 af Doublo	God onsdag morgen. I modsætning til en sag der indankes for en domstol af en part, er begge parter i voldgiftsager enige om, af få afprøvet et tvivlsspørgsmål ved en uvildig instans. En klar fordel er, at parterne kan udpege en voldgiftdommer med specifik viden, på netop det område hvor tvivlen er opstået, hvor dommerne i en retssag ved domstolene er generalister. Hvis der ikke er en klokkeklar vinder i sagen, kan voldgiftdommeren også medvirke til forlig mellem parterne.
	13/10 18:14 af Teller	mht. retssagen - Mon ikke Genmab selv skal have indgået en aftale om betaling af royaltyes, hvis der skal gælde sådan en... Ellers er det vel stadig afregning for det aktive komponent Genmab levere i en hvilken som helst drug... Jeg tror på ledelsen har styr på det, ellers bliver jeg MEGET skuffet med den hyre de får, alt inklusiv.
	13/10 17:56 af Legolas23	Jeg synes, det var prangende salgstal,som også lå over konsensus. Jeg ved ikke, hvad du havde regnet med. Jeg er sikker på, at Genmab trækker sig fint ud af retsagen, og derfor forventer jeg ny ATH inden for en måned.
	13/10 17:12 af Solsen	Once again a good day. Heading ATH I belive :-)
	13/10 17:09 af E L	the mayhem in this room after previous Q3s compared to the calm today with $1.1bn is really funny
	13/10 16:23 af Helge Larsen/PI-redaktør	Tak LLI..Jeg laver snart en introduktionsvideo. :-)
	13/10 14:34 af Helge Larsen/PI-redaktør	(link)
	13/10 13:54 af Bulder	No, its total, but Darzalex is an important part of it.
	13/10 13:50 af E L	@Bulder they dont provide separate Dara guidance, do they
	13/10 13:49 af E L	me too!
	13/10 13:48 af Plimsoller	Indeed, but other countries also came into a hold the first time around, and the saIe is still on track. I must admit that I don't see the big difference compared to Q1/Q2, other than everyone being better prepared. I hope that I am right and you are wrong - primarily for the patients` sake!
	13/10 13:47 af E L	Denmark seems to be doing really wel atm compared with others, NL actually rather bad; situation worsened super fast over the past few weeks. as in other countries
	13/10 13:45 af Plimsoller	Ok. You may be right. In Denmark we see an increase in numbers (infected, which is also due to the extensive testing, and hospitalised people, both which seem to be moving in the right direction at the moment. In addition people spend less time in the hospitals with the disease than they did at the earlier stages. This due to better treatment, but it also seems like the segment of people in the hospitals is different this time around (that can of course change).
	13/10 13:43 af Bulder	STOCKHOLM (Nyhetsbyrån Direkt) Johnson & Johnson, en amerikansk tillverkare av hälso- och sjukvårdsprodukter, spår en försäljning för helåret 2020 om 82,0-82,8 miljarder dollar. Det framgår av delårsrapporten. Bolaget förväntade sig tidigare en försäljning mellan 81,0 och 82,5 miljarder dollar.

	13/10 13:42 af Bulder	JnJ has already revised it's sales for 2020 upwards
	13/10 13:39 af E L	SC is already helping in care, but not enough yet i think, i doubt we are seeing home administration yet on a large scale
	13/10 13:38 af E L	I think if we make $4bn in Dara sales this year, that is an amazing accomplishment given current situation
	13/10 13:37 af E L	did I?
	13/10 13:37 af E L	and already the level of care never recovered over the summer to the level before covid
	13/10 13:37 af peter12	EL why did you sell your GMAB ? ;-)
	13/10 13:35 af E L	Because we see so many patients going into hospitals again with Covid, like Q1, Q2. Many countries are locking down partially again ,in NL hospitals are already scaling down regular care and are already canceling some standard procedures/surgical as hospital/ staf capacity is needed for Covid :(
	13/10 13:29 af Plimsoller	Why do you think that the situation in Q4 will be more difficult than the situation was in Q1/Q2 E L?
	13/10 13:25 af E L	i think we could see a very difficult situation in Q4 in hospitals and cancer care unfortunately
	13/10 13:25 af Bulder	If US repeats +19% in Q4, they will end in the very top of the interval.
	13/10 13:23 af E L	yes. i would not expect an upgrade in these uncertain times.
	13/10 13:23 af Bulder	Hvad var Genmabs årsguidning? Var det ikke 3,9-4,2?
	13/10 13:21 af Helge Larsen/PI-redaktør	J&J leverer bedre end ventet salg drevet af Darzalex(link)
	13/10 13:17 af peter12	Det svarer til et recepttal for september på 247M ? Mon ikke det lugter af opjustering senere ?
	13/10 13:13 af svak	7,2 % bedre end concensus er da vær at tage med :)
	13/10 13:10 af Bulder	Det tager måske lidt længere tid for sc at slå igennem i row?
	13/10 12:59 af AaBforever	Så er jeg mere rolig..:-D
	13/10 12:54 af AaBforever	DK -0,04%
	13/10 12:53 af kkjoel	sc kan vise sig at være en langt vigtigere konkurranceparameter end nogen havde turdet forestille sig! (undtagen JvW og McJean, naturligvis :-)
	13/10 12:52 af Bulder	Us up 19%!
	13/10 12:51 af kkjoel	sc is really making an impact, huh?!
	13/10 12:49 af Bulder	No problem reaching +4bn
	13/10 12:48 af Bulder	also better than mine ;-)
	13/10 12:46 af BioShare	USD 1,099 million in the third quarter of 2020. Net trade sales were USD 585 million in the U.S. and USD 514 million in the rest of the world.
	13/10 12:46 af E L	big landmark > 1bn $ quarter
	13/10 12:45 af E L	better as my forecast ;-)