Genmab

	5/11 18:04 af Legolas23	Arrhhh 2494 ;-)
	5/11 18:04 af Skyggen	Det er først imorgen Helge idag tager vi til takke med 2492 ;-)
	5/11 18:01 af Helge Larsen/PI-redaktør	2592..Flot
	5/11 17:25 af Sukkeralf	Its targeting CD3 at least - but what target on the cancer cell I could not find
	5/11 17:24 af E L	JNJ's list of ASH abstracts (link)
	5/11 17:11 af E L	not sure what the JNJ is targeting; we have the other one for prostate cancer that is PSMAxCD3
	5/11 17:10 af E L	the JNJ is new isn't it? (and to me the other one as well ;-) )
	5/11 17:08 af SEACOP	Danske Bank 5/11: "Valuation and estimate changes. Our updated SoTP points to a fair value of DKK2,467 (DKK2,306) per share. Adjustments reflect higher estimates/value for Tepezza, epocoritamab and GEN1046. We still include 50% probability of losing the daratumumab arbitrage dispute, which would have ~DKK200/share impact."
	5/11 17:08 af Sukkeralf	E L - okay so old antobody in two new trials
	5/11 16:58 af E L	ADCT have 6 abstracts on Cami...
	5/11 16:57 af E L	Oral Cami at ASH - 474 Preliminary Results of a Phase 2 Study of Camidanlumab Tesirine (Cami), a Novel Pyrrolobenzodiazepine-Based Antibody-Drug Conjugate, in Patients with Relapsed or Refractory Hodgkin Lymphoma - (link)
	5/11 16:56 af E L	17:25 and 17:32 yesterday, 1 JNJ, 1 Amgen
	5/11 16:49 af Sukkeralf	E L 2 new antibodies - is it the Janssen one and hexaCD38 or have I missed something?
	5/11 16:34 af Solsen	I still belive in what I wrote. Next week perhaps hardcore data could help me...
	5/11 16:32 af E L	lol. there may have been many more things, but unfortunately nobody could understand Judith ;-)
	5/11 16:29 af Solsen	We dont need discuss the issue :-)
	5/11 16:23 af E L	the 2nd PhIII Amivantamab trial also starts recruiting. Still waiting for that milestone... (link)
	5/11 16:21 af E L	wat about all the ASH abstracts? 12% market share Dara line1 and increases in all other lines? €80mn euro (paper) profit on curevac investment? 2 new antibodies in the clinic we didn't know about? just to name a few things
	5/11 16:16 af Solsen	Actually I mean it. No hardcore data have been released in Q3 report.
	5/11 16:16 af Bulder	There are two kinds of news: News and real news
	5/11 16:12 af E L	:-D "5/11 09:29 af Solsen Imponerende stigning uden reelle nyheder ;-) " already had to laugh about that this morning and still laughing ;-)
	5/11 16:09 af Solsen	Nej de holder kortene tæt til kroppen.
	5/11 16:07 af Bulder	Det er ikke på ct endnu. så vidt jeg kan se
	5/11 16:04 af Solsen	Spændende hvornår readout kan blive.

	5/11 16:03 af Sukkeralf	Nice
	5/11 15:49 af Bulder	epco i fase 3 (link)
	5/11 15:07 af GeorgeBest	Genmab price target raised to $45 from $42 at H.C. Wainwright
	5/11 14:59 af Bulder	så ca 10% af de 10-15%
	5/11 14:57 af Bulder	Takker
	5/11 14:56 af Sukkeralf	Hvad markedet så er i muffer ved jeg ikke
	5/11 14:56 af Sukkeralf	EGFR mutations are present in 10 to 15 percent of patients with NSCLC and occur in 40 to 50 percent of Asian patients who have NSCLC adenocarcinoma.[11],[12],[13] EGFR exon 20 insertion mutations identify a distinct subset of lung adenocarcinomas, accounting for at least nine percent of all EGFR mutations.[14] The five-year survival rate for patients with metastatic NSCLC is currently six percent.[15]
	5/11 14:55 af Sukkeralf	About Non-Small Cell Lung Cancer (NSCLC) In the U.S., lung cancer is the second most common cancer in both men and women, after skin cancer; NSCLC makes up 80-85 percent of all lung cancers.[8],[9] The main subtypes of NSCLC are adenoca rcinoma, squamous cell carcinoma, and large cell carcinoma.10 The most common driver mutation for NSCLC is the EGFR genetic alteration, which is a receptor tyrosine kinase that helps cells grow and divide.[10]
	5/11 14:55 af Sukkeralf	(link)
	5/11 14:49 af Bulder	Har vi hørt noget om størrelsen af markedet for den særlige type af nsclc, som ami retter sig imod?
	5/11 14:23 af Helge Larsen/PI-redaktør	Jeg minder lige om denne analyse: (link)
	5/11 14:16 af Helge Larsen/PI-redaktør	Genmab-partner søger om tillægsgodkendelse for Darzalex i Europa - NY (link)
	5/11 14:14 af E L	nobody even bothers mentioning that anymore lol
	5/11 14:13 af E L	triggers a USD 5 million milestone payment to Genmab.
	5/11 13:59 af E L	and Genmab also announcing the EMA s ubmission (link)
	5/11 13:45 af Solsen	Stockbull på dit chart er tallene i højre side ikke synlige. De ville være interessante - tak :-)
	5/11 13:22 af E L	Janssen Seeks Expanded Use of DARZALEX®▼ (daratumumab) Subcutaneous Formulation for the Treatment of Patients with Light Chain (AL) Amyloidosis (link)
	5/11 13:22 af E L	and dont forget Dara , many abstracts at ASH and
	5/11 13:16 af Solsen	As I recall :-)
	5/11 13:16 af Solsen	Yes we forgot Epco ;-) Judith did tell that they will persude all b-cell indications.
	5/11 13:14 af E L	did he not also compare Epcoritamab to Dara in an interview or am i wrong now?
	5/11 13:12 af Solsen	Du var sekundet hurtigere Helge. Bid mærke i, at JW forventer pæne indtægter fra Amivantamab i 2021.
	5/11 13:10 af Helge Larsen/PI-redaktør	Genmab/CEO: Darzalex suppleres af flere nye trækheste i 2021 (link)
	5/11 13:10 af StockBull	(link) Tror vi skal op og ligge og swinge mellem 2350 til 2650 kommende måneder. Har indikeret en mindre stejl kurve. Har selvfølgelig ikke ikke noget imod Genmab forbliver i den stejle kurve
	5/11 13:09 af Sukkeralf	early days still but valuation comes also early these days
	5/11 13:08 af Sukkeralf	I agree.................and if a BsAb like PD-L1/4-1BB with the magnitude of 10 billion dollars or higher starts to show off then its hard to guess were we are going