Genmab

	14/5 12:27 af Helge Larsen/PI-redaktør	Hvis man ligger i kurspåvirkende forhandlinger må de vel ikke sælge?
	14/5 12:22 af GeorgeBest	Så er det fordi ingen i management har solgt. Menige ansatte skal ikke rapportere.
	14/5 11:36 af Helge Larsen/PI-redaktør	nohope..Jeg tvivler på at aktien i et mere positivt marked i dag ville have haft et fald.
	14/5 11:34 af nohope	Den faldt bare ikke nok igår. Teorien om at nogen ved noget og handler på den viden er ikke sandsynlig i min optik.
	14/5 11:24 af StockBull	Tyder på der er noget stort på vej og det kan som bekendt være partnerdeal eller det bud på Genmab der nu er pænt indregnet i nuværende kurs efter min mening
	14/5 10:53 af Helge Larsen/PI-redaktør	Markedet sætter sig over næste hele linjen i dag. Alligevel strømmer køberne til når kursen på Genmab nærmer sig et dagsfald på 2%.
	14/5 10:51 af E L	could be. we have seen articles showing benefit with rapid hematological responses, maybe renal is what we are waiting for
	14/5 10:41 af Sukkeralf	Could this be the reason why it takes a bit longer before we have data: Renal response was seen in 2/4 (50%) evaluable patients with median time to response of 152 days (94 – 194).
	14/5 10:32 af E L	Front-line daratumumab in newly diagnosed AL amyloidosis patients. (link)
	14/5 10:06 af E L	compared to - At the highest dose, 7/9 (78%) pts responded @270 µg/kg
	14/5 10:05 af E L	Last year AMG 420, a BiTE vs BCMA, in R/R MM, there was a 70% response rate (7/10) with 5 out of 7 responders achieving a sCR at 400 µg/d (link)
	14/5 09:44 af Sukkeralf	E L hard to compare I guess - would rather compare teclistamab with other BCMA/CD3 BsAbs.
	14/5 09:22 af Helge Larsen/PI-redaktør	Video - Hans-Henrik Nielsen om Genmab. (link)
	14/5 09:21 af E L	what about Teclistamab vs Belantamab mafodotin can we say anything there yet?
	14/5 09:15 af Sukkeralf	Yes I guess it could end up with epco and mosu having more or less the same efficacy and safety profile - hopefully epco a little better. And then epco will be sc and mosu iv
	14/5 09:12 af E L	both Regeneron and Xencor had some grade 3-4 CRS
	14/5 09:10 af E L	hard to compare with Mosunetuzumab which showed CRS 29% but may be different patient population
	14/5 09:10 af Sukkeralf	Im looking forward to the updated data because its seems like there is a very good dose dependent response - so if the AEs keeps being at this level I guess epcoritamab will be more efficacious in the end
	14/5 09:09 af E L	safety looks good i think, with no ≥Gr 3 CRS and no DLTs
	14/5 09:08 af E L	we are not even sure that the results we see here are from the optimal dose i guess
	14/5 09:06 af Sukkeralf	I think it looks promising - but to get that answer (or at least a better feeling) we need to compare larger trials with the chosen dose going forward in a more uniform patient population.
	14/5 08:37 af GeorgeBest	Can we conclude that data from Epcoritamab looks better than for Roche's Mosunetuzumab...
	14/5 08:25 af Solsen	The right dose improved NHL outcome significant. Se comments on twitter on link from EL 08:19
	14/5 08:23 af bibob	Nyt slogan til Genmab. - The Blockbuster Company :-D

	14/5 08:19 af E L	on epco (link)
	14/5 08:02 af Solsen	Angående Tak-079 så har Takeda ikke den med i præsentationer. Men en Tak-573 i RRMM under “beyond 2025”
	14/5 07:59 af E L	Amivantamab (link)
	14/5 07:55 af Darvin	US er faldet to dage, sjældent med tre dage i træk. Vending i aften ?
	14/5 07:54 af Darvin	Og som Cramer siger, u
	14/5 07:53 af Solsen	Vi er mere rolige ;-)
	14/5 07:52 af Solsen	Tak-079 (link)
	14/5 07:48 af Darvin	Kendt, men skal måske også nævnes Tisotumab (link)
	14/5 07:40 af bibob	How does Genmab's ( CPH:GMAB) P/E compare to its industry, after its big share price gain. ? (link)
	14/5 07:28 af kkjoel	Og tusinde tak for acso links :-)
	14/5 07:26 af kkjoel	Ritzau: "Biotekselskabet Genmab har fået løftet kursmålet til 1920 kr. fra 1750 kr. af finanshuset Bernst ein.Anbefalingen er fortsat outperform, viser data fra Bloomberg News."
	14/5 07:24 af Helge Larsen/PI-redaktør	Og GB. :-)
	14/5 07:24 af Helge Larsen/PI-redaktør	Tusinde tak GMAB, E L, Sukker og Gentogen. :-)
	14/5 07:23 af GeorgeBest	Amivantamab (link)
	14/5 07:22 af Helge Larsen/PI-redaktør	God morgen. :-)
	14/5 07:22 af JKY_VH	God morgen;-)
	14/5 07:16 af Sukkeralf	(link)
	14/5 07:15 af Sukkeralf	Teclistamab (JNJ-64007957)
	14/5 07:03 af bibob	God morgen. :-). Ja, og solen skinner
	14/5 06:16 af transalp	Go morgen.. :) der er stadig meget godt i vente..
	13/5 23:54 af gentogen	the overall response rate (ORR) after induction treatment with DPd was 100%. ORR on day 100 post ASCT was 100%, 65% achieved ≥CR, and 81% achieved ≥VGPR. There was no treatment related mortality on day 100.
	13/5 23:44 af gentogen	For a dose escalation study this is crazy good
	13/5 23:40 af peter12	Its dose escalation, so I guess not all are evaluated ? 44% CR sounds impressing
	13/5 23:22 af E L	then again, very ill patients with 3 to 5 prior lines of treatment.
	13/5 23:20 af E L	"Treatment is ongoing in 13 pts " from 41 does not seem much? or should i not read anyting into that?
	13/5 23:19 af E L	no ≥Gr 3 CRS and no DLTs ; i guess that is the most important for now?