Genmab

	2/6 19:42 af bibob	Maybe they should make deals with them selves. ! . Why use number 2 drugs when you have the best your selves. ;-)
	2/6 19:31 af Solsen	Den bedste PD-1 blogger skabt af Genmab ;-) Han/JW har aldrig været mere optimistisk. Bodes well for the future, he said today
	2/6 18:36 af Skyggen	Lol thanks EL dident even look at Genmab website sorry :-)
	2/6 18:29 af E L	via (link)
	2/6 18:23 af Skyggen	Er der en venlig sjæl der vil poste et link til Jefferies præsentationen :-)
	2/6 17:29 af Solsen	It will be the next leg for the shareprice. Obviously Genmab has sales in US in the deal.
	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?
	2/6 17:25 af E L	if PD-L1 x 4-1BB really is as good as he says it could be gold...
	2/6 17:24 af Solsen	Its World-class
	2/6 17:23 af kkjoel	cancer
	2/6 17:23 af kkjoel	Yeah, he's like cancen medicine AND uppers - all-in-one :-)
	2/6 17:21 af E L	it is hard NOT to be optimistic listening to Jan ;-)
	2/6 17:21 af kkjoel	The day he expresses pessimism.. I'm out ;-)
	2/6 17:20 af kkjoel	He doesn't have to.. it's implicit w Jan ;-)
	2/6 17:17 af Solsen	Its looking good all over. Did he say keep optimistic ?
	2/6 17:16 af Solsen	Hemlibra omsatte for 1,141 bn CHF hos Roche sidste år :-)
	2/6 17:09 af E L	yes, that is what he said later , but he mentioned this on epco
	2/6 17:09 af E L	ok lol thks, still a LOT better ;-)
	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!)
	2/6 17:05 af kkjoel	He said _15_ times better than Hemlibra.. whatever that means.
	2/6 16:56 af E L	the Amivantamab trial ads Chemotherapy Combination Cohort (link)
	2/6 16:42 af E L	i have a feeling it will be a large auction again today...
	2/6 16:41 af E L	Isatuximab also has an LBA at EHA for combi with Kd
	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?

	2/6 16:24 af E L	"we will surprise the market with a very sizable upfront"
	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
	2/6 16:17 af Bulder	Det stod i pressemeddelelsen forleden
	2/6 16:07 af kkjoel	For nu at sige det på nordjysk... ;-)
	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?!
	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.
	2/6 15:40 af kkjoel	Han regenr med at have to ekstra egne molekyler i klinikken ved udgangen af året.
	2/6 15:36 af kkjoel	Mime8 duobody med NOVO er "15 gange bedre end Hemlibra".
	2/6 15:32 af kkjoel	Han siger at US commercialization rights er vigtigt for "the next stage of the company".
	2/6 15:32 af Bulder	De forventer at indhente Roche og Regeneron.
	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.
	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
	2/6 15:25 af Bulder	Flere epco-data d. 12. juni, men snapshot, så ikke om 48 mg expansion part.
	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".
	2/6 15:24 af E L	is it this one ANDROMEDA (link)
	2/6 15:18 af E L	has anyone found the Andromeda LBA yet at the EHA site?
	2/6 15:17 af E L	you can indeed listen to the replay now; hint: it only starts at minute 50 with me...
	2/6 15:17 af Bulder	De går ikke efter upfront-betalinger. Vil hellere have 50-50-aftaler.
	2/6 15:15 af Bulder	Vi skal lytte efter ORR på 20% eller bedre og duration på 6 mdr eller bedre for TV.
	2/6 15:03 af Sukkeralf	Maybe there will be a replay later
	2/6 15:01 af Bulder	Så hvad fik vi? Andromeda endnu bedre end ventet. Ser godt ud med PD-L1 x 4-1BB.
	2/6 14:59 af E L	ok, i switched in too late, lets see if the EHA abstract gives a bit more
	2/6 14:58 af Sukkeralf	nope
	2/6 14:57 af Bulder	Fik I hørt begyndelsen? Var der noget om partner/epco?
	2/6 14:52 af Sukkeralf	says Jan
	2/6 14:52 af Sukkeralf	E L - dara also works on renal in amyloidosis