Genmab

	15/4 13:51 af Solsen	Er den ikke ok nohope. Det ender med at blive en god dag ;-)
	15/4 13:46 af nohope	Svarende til kurs 1915
	15/4 13:31 af GeorgeBest	GENMAB A/S GMAB.O: HC WAINWRIGHT CUTS TARGET PRICE TO $28 FROM $29 - Reuters News
	15/4 11:14 af E L	and it looks like they named it 'amivantamab'..... Also, Yuhan Corporation in Korea apparantly received it's first milestone for Lazertinib from Janssen this month, for results in the the combination therapy with JNJ-372... to be continued...
	15/4 10:44 af Bulder	Thx E L
	15/4 10:40 af E L	it is also a potential SC candidate , according to Halozyme "In December, Janssen selected for development with ENHANZE® the targets EGFR and cMET on an exclusive basis as part of the bispecific antibody (JNJ-61186372), which is being studied in solid tumors."
	15/4 10:18 af Bulder	mange bække små
	15/4 10:17 af GeorgeBest	der venter potentielt 10% royalties af en ny blockbuster. whats not to like :-)
	15/4 10:16 af Sukkeralf	Jeps
	15/4 10:15 af Bulder	så det er unmet medical need
	15/4 10:15 af Bulder	ha ha
	15/4 10:14 af Sukkeralf	Exon
	15/4 10:14 af Sukkeralf	Det står jo fint beskrevet i det link E L smed angående BTD - det er i EGFR Egon 20 mutationer, hvor der ikke er nogen godkendte terapier
	15/4 10:14 af GeorgeBest	enig, hvorfor skulle de ellers nævnte det på CC
	15/4 10:14 af Bulder	åbenbart. Men et oplagt spm til Winkel for at få lidt klarhed.
	15/4 10:13 af Hugininvest	Genmab: JNJ-61186372 is being investigated in Phase II clinical studies to treat non-small cell lung cancer (NSCLC). Lidt forvirrende, men konklusionen er at der er tro på det.
	15/4 10:12 af GeorgeBest	kan de nå at få nok evidens til slutning af året?
	15/4 10:11 af GeorgeBest	submission i slutning af året...
	15/4 10:10 af Bulder	For mig lyder det som en lidt tidlig submission, da de end ikke har fundet RP2D.
	15/4 10:04 af Bulder	Genmab siger det er i fase I/II. Part 2 er 2. del af fase 1
	15/4 10:00 af Hugininvest	Men det samme siger JNJ jo, så CT er ikke opdateret
	15/4 09:55 af Hugininvest	PS! Hos Genmab angives det at fase 2 er igang
	15/4 09:54 af E L	"The study seeks to determine the recommended Phase 2 dose in patients with advanced NSCLC.[5] Enrollment into the Part 2 dose expansion cohorts is ongoing" (link)
	15/4 09:52 af kkjoel	Ja men det må jo så betyder at de submitter for faseII, eller.. ?

	15/4 09:50 af Solsen	Det må være meget gode resultater man ser. Men er det ikke en speciel sub-gruppe i NSCLC de går efter.
	15/4 09:41 af kkjoel	Og det har i forvejen BTD.
	15/4 09:41 af kkjoel	for man submitter
	15/4 09:41 af kkjoel	Ja, for submitter da ikke for faseII ?
	15/4 09:39 af kkjoel	Ahh, Bulder var hurtig...
	15/4 09:39 af kkjoel	Submittet.. hvilken fase taler vi?
	15/4 09:36 af Bulder	Is it submission for approval? It's only phase 1.
	15/4 09:33 af bibob	Thx E L. You are the Master of the findings.
	15/4 09:29 af Sukkeralf	E L thats so cool with EGFR/cMET - strong validation and originaly it was Genmabs own BsAb the royalty is a bit better
	15/4 09:11 af E L	full JNJ Earnings Call Transcript (link)
	15/4 09:10 af GeorgeBest	thanks E L
	15/4 09:10 af GeorgeBest	wauw what a positive surprise
	15/4 09:08 af E L	Additionally, this is going to be a very strong year for Johnson & Johnson in submissions. [..] And finally, our latest one is our bispecific EGFR-cMET in non-small cell lung cancer that will be also submitted at the end of this year. That also has breakthrough designation.
	15/4 09:07 af E L	Joaquin Duato/JNJ : In terms of approvals, in the second half of the year, we are expecting four key line extension approvals, one being DARZALEX subcu that we expect in the second quarter, very important for us and very important driver for DARZALEX.
	15/4 09:05 af E L	Sydinvest / Jefferies (link)
	15/4 09:01 af E L	DnB Markets Genmab (Hold, TP: DKK1600.00) - Darzalex momentum continues In its Q1 report, Johnson & Johnson reported slightly better Darzalex sales than we expected, at USD937m, versus our estimate of cUSD904m. Sales were weak in the US at USD463m (our estimate: USD482m), while International Markets showed a strong performance with USD474m (our estimate: USD422m). We continue to see Darzalex sales at the lower end of the USD3.9bn–4.2bn guidance for 2020. We reiterate our HOLD and DKK1600 target
	15/4 08:07 af transalp	Go morgen.. :)
	15/4 07:00 af bibob	God morgen. :-)
	14/4 19:11 af E L	SC approval will be so important... specially in US... and then, indeed, we'll have to see how well they can get it sold, as you say, it will not be easy now....
	14/4 19:10 af E L	i agree with you, i expect a soft Q2. On the other hand, Dara is becoming such an important part of JNJ's revenue that we have to believe they will do whatever they can to keep sales up
	14/4 17:54 af troldmanden	Tak for info EL ang JnJ downgrade. Det overrasker mig dog en hel del at de ikke også mener at specielt den del af pharma der er rettet mod sygehusene ikke også forventes at falde. Sælgerne må jo pt ikke køre ud til sygehusene og dermed er vækst mere ramt. Man har svære ved at indrullere flere læger
	14/4 17:40 af JKY_VH	fuldstændig enig
	14/4 17:31 af Vitus	Dæleme enig Solsen....de har jo nok stået kontant en periode :-)
	14/4 17:30 af Solsen	Lad os håbe de bliver der....
	14/4 17:11 af JKY_VH	næh de fortrak hurtigt tilbage til hulerne:-)
	14/4 16:52 af Solsen	Dælme godt ikke mørkemændene fik os overbeviste ;-)