Genmab

	19/11 08:12 af bibob	God morgen :-)
	19/11 07:54 af Helge Larsen/PI-redaktør	Torsdagens aviser med Tryg, Mærsk og Huscompagniet: (link)
	19/11 07:02 af GeorgeBest	Phase 3 Study of Epcoritamab for Advanced DLBCL to Open in Europe, Australia (link)
	18/11 23:55 af Bulder	Fra CNBC: Stocks turned sharply lower after Mayor Bill de Blasio announced New York City’s public schools will move to remote learning only as the city tries to tamp down a growing number of coronavirus cases.
	18/11 23:46 af Bulder	New York lukker skoler. NBI lukker mørkerødt.
	18/11 23:28 af Solsen	Odronextamab (REGN1979) viser lavere responses i DLBCL og FL end epco stort set samme pts.
	18/11 22:43 af Solsen	Mosunetuzumab astract i ældre naive DLBCL pts viser 5/11 ude efter uge 3 grundet progression. Lidt svært at dømme pga alder på pts.
	18/11 22:34 af Solsen	CRS events were all grade 1/2 in epco ;-)
	18/11 22:16 af Bulder	hexabody-cd38 (link)
	18/11 22:11 af GeorgeBest	Fedt Bulder - godt hacket;-)
	18/11 22:03 af Bulder	Den får da ikke for lidt med superlativerne i konklusionen.
	18/11 21:58 af Bulder	" in support of outpatient administration" den har vi da ikke hørt før, har vi?
	18/11 21:55 af Bulder	Der er 6 abs i alt (link)
	18/11 21:52 af Bulder	Her Hutchings orale (link)
	18/11 21:40 af E L	;-)
	18/11 21:31 af Solsen	Find some epco abstracts....
	18/11 21:31 af Solsen	More hacking by you EL ;-)
	18/11 21:22 af E L	I am just way ahead of my time @Darvin :-D
	18/11 21:02 af Helge Larsen/PI-redaktør	Genmab @Genmab · 1 t #ICYMI – @WHO recently launched a global strategy to eliminate #cervicalcancer, it outlines three key steps: vaccination, screening and treatment. Learn more about the commitment by 194 countries to eliminate cervical cancer.(link)
	18/11 20:55 af Darvin	but ok - ASH is 5-7 dec ;-)
	18/11 20:53 af Helge Larsen/PI-redaktør	Lige nu søger markedsdeltagerne bare til noget som de tror/mener er bedre end det de har. Mange af dem har pharma. Det forlader de måske helt eller delvist i en periode, men vender så tilbage igen.
	18/11 20:53 af Darvin	EL - 17.19 - strange but your link gives an article dated 7 December 2020 :-)
	18/11 20:51 af Helge Larsen/PI-redaktør	Det er bare et gæt Klarussen.
	18/11 20:24 af Klarussen	Stoxx: Nu skal de europæiske healthcare aktier holde stand, ellers ….

	18/11 20:24 af Klarussen	(link)
	18/11 18:19 af E L	Novo Q3 "Regarding the FVIII-mimicking antibody project, Mim8, we have despite a COVID-19 related period of delay in phase 1, caught up with the timelines and are now in phase 2 in hemophilia patients with or without inhibitors, hemophilia A patients."
	18/11 18:19 af E L	Blood - A Novel Next-Generation FVIII Mimetic, Mim8, Has a Favourable Safety Profile. Results from a 26-Week Safety Study in Cynomolgus Monkeys (link)
	18/11 18:14 af AaBforever	Pas nu på du ikke bare venter på Godot..;-)
	18/11 17:55 af Klarussen	@StockBull, ja, spændende om det er herfra vi skal opad på retracement. Holder nu krudtet tørt indtil videre.
	18/11 15:50 af StockBull	Wall street targets (link)
	18/11 15:20 af E L	the new kid on the block with a new Ph2 trial -A Study of Talquetamab in Participants With Relapsed or Refractory Multiple Myeloma (link)
	18/11 14:06 af Helge Larsen/PI-redaktør	We are pleased to share our financial calendar for 2021. For details, visit (link)
	18/11 13:29 af E L	Jan said he had a fireside chat toghether with JNJ's Paul Stoffels 2 days ago, has anyone seen that?
	18/11 13:27 af Solsen	Hope so :-)
	18/11 13:20 af E L	if they still see sufficient potential, such a partnership could be an elegant solution. We'll find out soon...
	18/11 13:14 af Solsen	All points at a dead candidate in Enapotamab, I belive.
	18/11 13:11 af E L	they also made me think about Enapotamab again , it has the same warhead as Tisotumab, i wonder if it could be a candidate for another 50:50 with Seagen. They already get a royalty.
	18/11 13:09 af E L	yes, it seems ASH could be more interesting as i had anticipated if they can reveal enough data on epco...
	18/11 13:05 af Solsen	He also said that the big epco ph 1/2 trial were inrolling in many cohort/indications which could lead to accelerated approval....
	18/11 12:58 af E L	Jan mentioned 5 Epco trials, where i only see 4, not sure if that was an error or we should see one very soon?
	18/11 12:57 af E L	of which they did not speak negatively by the way, Cami came up as another potential future revenue
	18/11 12:56 af E L	i thought it was interesting to hear Jan speak about AbbVie and also their next generation ADC technology. Wondering if we should put this in context with their decision on ADCT/ Cami T
	18/11 12:53 af E L	@Solsen isn't that what Judith said in the Q3? "s you see in the expansions, we are enrolling patients that are naive to checkpoint inhibitors in those tumors where the activity for PD-1s or PD-L1s is more sort of low. And in addition, we are enrolling like type tumor types that failed PD-1s, PD-L1s."
	18/11 12:43 af E L	so we learned that that there were 2 more cohorts with undisclosed target in the CMD; a guess could be ovarian and colorectal, as they actually tried a relatively high # of patients in the PhI? And yesterday he said the # is even higher as 9
	18/11 12:43 af Solsen	The most impressive is that JW said yesterday that they are selecting cancer indications which are known as not responders to PD-/PD-L1 drugs.
	18/11 12:39 af Bulder	2 more than in the Biontech slides. Do you know what indications?
	18/11 12:03 af E L	so those 9 expansion cohorts on GEN1046 aren't everything; that number is still going up...
	18/11 11:17 af Darvin	Tror meget vel du kan have ret StockBull, selv om det så skal gå rigtig godt!! ikke mindst - fordi - pipelinen formentlig performer mere end den skuffer. Men - det vil så også være en overordentlig god forrentning. 2.600 1 Jan er trods alt 14-15% fra nu og 3.000 1 dec 2021 er ca 32%. Lad det bare komme - julegaverne :-D
	18/11 11:10 af AaBforever	Det kommer vel an på om pipelinen performer?
	18/11 10:52 af StockBull	Selveste Warran E Buffet køber op i Big Pharma og mon ikke han analysearbejdet iorden. Genmab burde kunne rykker over kurs 3000 i 2021 så entry på nuværende niveau kan ikke gå helt galt