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2/6 18:36 af Skyggen |
Lol thanks EL dident even look at Genmab website sorry :-)
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2/6 18:29 af E L |
via (link)
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2/6 18:23 af Skyggen |
Er der en venlig sjæl der vil poste et link til Jefferies præsentationen :-)
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2/6 17:29 af Solsen |
It will be the next leg for the shareprice. Obviously Genmab has sales in US in the deal.
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2/6 17:26 af E L |
@Sukkeralf has been saying that for a while to be honest, not sure what triggered him for that?
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2/6 17:25 af E L |
if PD-L1 x 4-1BB really is as good as he says it could be gold...
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2/6 17:24 af Solsen |
Its World-class
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2/6 17:23 af kkjoel |
cancer
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2/6 17:23 af kkjoel |
Yeah, he's like cancen medicine AND uppers - all-in-one :-)
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2/6 17:21 af E L |
it is hard NOT to be optimistic listening to Jan ;-)
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2/6 17:21 af kkjoel |
The day he expresses pessimism.. I'm out ;-)
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2/6 17:20 af kkjoel |
He doesn't have to.. it's implicit w Jan ;-)
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2/6 17:17 af Solsen |
Its looking good all over. Did he say keep optimistic ?
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2/6 17:16 af Solsen |
Hemlibra omsatte for 1,141 bn CHF hos Roche sidste år :-)
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2/6 17:09 af E L |
yes, that is what he said later , but he mentioned this on epco
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2/6 17:09 af E L |
ok lol thks, still a LOT better ;-)
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2/6 17:08 af kkjoel |
What was the sizable upfront on? (He actually said - as Bulder mentioned 15:17 - not going after upfront, but 50/50 deals!)
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2/6 17:05 af kkjoel |
He said _15_ times better than Hemlibra.. whatever that means.
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2/6 16:56 af E L |
the Amivantamab
trial ads Chemotherapy Combination Cohort (link)
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2/6 16:42 af E L |
i have a feeling it will be a large auction again today...
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2/6 16:41 af E L |
Isatuximab also has an LBA at EHA for combi with Kd
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2/6 16:26 af E L |
very interesting indeed on PD-L1/4-1BB , but also on the Novo nordisk Duobody, did he really say 50x better as others there?
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2/6 16:24 af E L |
"we will surprise the market with a very sizable upfront"
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2/6 16:23 af E L |
on epco : up to now we still get parties reaching out to us to start conversations to partner epco but we prioritised 1, blue chip with a lot of expertise in heamophilia area
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2/6 16:17 af Bulder |
Det stod i pressemeddelelsen forleden
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2/6 16:07 af kkjoel |
For nu at sige det på nordjysk... ;-)
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2/6 16:06 af kkjoel |
Osse i EHA Andromeda abstract: "The CR rate was 53% for DARA-CyBorD and 18% for CyBorD". Kan ikke huske om tallet har været fremme her før - men 3 gange så god CR - det lyder da temmelig godt?!
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2/6 15:43 af Bulder |
Måske hører vi på eha nærmere om de 5 pts, der var på 48 mg, når det nu er valgt som RP2D.
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2/6 15:40 af kkjoel |
Han regenr med at have to ekstra egne molekyler i klinikken ved udgangen af året.
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2/6 15:36 af kkjoel |
Mime8 duobody med NOVO er "15 gange bedre end Hemlibra".
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2/6 15:32 af kkjoel |
Han siger at US commercialization rights er vigtigt for "the next stage of the company".
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2/6 15:32 af Bulder |
De forventer at indhente Roche og Regeneron.
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2/6 15:28 af Bulder |
Den partner de "kører på" er blue chip med masser af erfaring med det hæmatologiske område. Men de får stadig nye henvendelser vedr. epco.
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2/6 15:27 af E L |
The 6-month cardiac response rate was 42% for DARA-CyBorD and 22% for CyBorD (P=0.0029); 6-month renal response rate was 54% and 27%, respectively - Renal even higher as cardiac
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2/6 15:25 af Bulder |
Flere epco-data d. 12. juni, men snapshot, så ikke om 48 mg expansion part.
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2/6 15:25 af kkjoel |
Han taler om 3 gange så god Hematological CR i Andromeda data.. og secondary endpoints (organ damage) , der er "very, very trongly improved m dara".
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2/6 15:24 af E L |
is it this one ANDROMEDA
(link)
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2/6 15:18 af E L |
has anyone found the Andromeda LBA yet at the EHA site?
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2/6 15:17 af E L |
you can indeed listen to the replay now; hint: it only starts at minute 50 with me...
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2/6 15:17 af Bulder |
De går ikke efter upfront-betalinger. Vil hellere have 50-50-aftaler.
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2/6 15:15 af Bulder |
Vi skal lytte efter ORR på 20% eller bedre og duration på 6 mdr eller bedre for TV.
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2/6 15:03 af Sukkeralf |
Maybe there will be a replay later
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2/6 15:01 af Bulder |
Så hvad fik vi? Andromeda endnu bedre end ventet. Ser godt ud med PD-L1 x 4-1BB.
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2/6 14:59 af E L |
ok, i switched in too late, lets see if the EHA abstract gives a bit more
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2/6 14:58 af Sukkeralf |
nope
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2/6 14:57 af Bulder |
Fik I hørt begyndelsen? Var der noget om partner/epco?
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2/6 14:52 af Sukkeralf |
says Jan
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2/6 14:52 af Sukkeralf |
E L - dara also works on renal in amyloidosis
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2/6 14:48 af GeorgeBest |
Genmab-konkurrent får godkendt Darzalex-rival i Europa (link)
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2/6 14:45 af svak |
Yes, der er hul igennem ...
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