Genmab

	5/11 07:22 af StockBull	4/11 10:42 af Gasolin82. Thats what I been trying to tell for the last 2 month. But, again the marked is not logic at the monemt. Its driven by fear, panic and the high interest. Usually, a good time to buy if you are thinking long term. So its possible we short term can dive another 10% if panic again take over.
	5/11 07:17 af StockBull	:-) God morgen
	5/11 07:07 af Helge Larsen/PI-redaktør	Godmorgen :-)
	5/11 06:07 af Klarussen	Godmorgen :-)
	4/11 10:45 af E L	yep. and don't forget Tivdak. I think that could be more important than many have modeled for now, so very curious how Pfizer is going to handle this drug. They urgently need extra revenues...
	4/11 10:44 af Gasolin82	Kommentaren fra Martin Munk var allerede tilgængelig i går efter luk. Og det er ingen hemmelighed, at Jyske er meget bullish på Genmab casen.
	4/11 10:43 af Gasolin82	*no debt instead of no sent:-)
	4/11 10:42 af Gasolin82	You are absolutely right. But at the end of the day the fundamentals of the company is the mail driver. And if you look at Genmabs financials and Numbers you really wonder how it can be this cheap. No sent, a promising pipeline, a lot of money and a really cheap forward p/e. Hopefully we will se a strong recovory in the near future.
	4/11 10:38 af E L	there may be some hope in the bond yield decline this week. Yesterday also saw a strong biotech bounce with some small stocks going +15%. But it is a bit early to call a bottom...
	4/11 10:36 af E L	the biotech market is completely messed up right now and then you can talk about fair value, but the market will have it's own course. We have seen that many times before , but this time seem excessive for bio. No way to tell how long that will last though, i certainly had not expected it to last this long...
	4/11 10:35 af E L	@Gasolin82 i have a target, but don't really feel like giving that # here, there are many issues outstanding now that can make me change that. But it is obvious that i easily see fair value way above 3000, otherwise i would not have held the stock. I think we will learn a lot over the next 6 months on a number of trials and which drugs will be (dis)continued and early uptakes on new drugs like epco, tecvayli, talvy and future development plans for eg tepezza but also epco
	4/11 10:21 af w	Senior aktierådgiver i jyske bank. Udtaler sig i jp om gårsdagens marked til Marketwire
	4/11 10:09 af Klarussen	@w: tak for at lægge det her op. Hvem er Martin Munk?
	4/11 09:53 af Gasolin82	@E.L you Seem to know a lot about the Genmab case and the different clinical trials. What do you thinh is the fair value of the stock right now?
	4/11 09:46 af E L	;-)
	4/11 09:43 af w	"Genmab synes vi helt uforstående faldt torsdag på de her data. Vi synes faktisk, det var linje med det, man kunne forvente, måske endda lidt til den gode side, så vi var helt uforstående over for den bevægelse , aktien lavede i går, så det er da rart at se den kommer lidt tilbage" siger Martin Munk
	4/11 09:39 af w	"Genmab lagde torsdag mindre referater ud af kliniske studier, som vil blive præsenteret på en forestående kræftkonference i USA"
	4/11 09:37 af E L	btw, i noted in the abstract : The disease control rate (1 CR + 4 PR + 10 SD) for the combination cohort was 45.5%. I guess if we apply that metric to Hexabody-CD38 we have a disease control rate of 7/7 = 100% ;-)
	4/11 09:37 af w	Fra dagens papir JP
	4/11 09:33 af E L	i considered camidanlumab dead, but who knows...
	4/11 09:32 af E L	SITC23 608 Results of a phase 1 study investigating camidanlumab tesirine as monotherapy and in combination with pembrolizumab in patients with selected advanced solid tumors (link)
	4/11 09:09 af E L	- Of note, epcoritamab is being explored as a fixed-duration therapy in earlier lines of treatment and in combination with various standards of care and novel therapies.
	4/11 09:08 af E L	This Japan-specific study, EPCORE NHL-3, reaffirmed the global findings. Both studies were designed to treat until disease progression or unacceptable toxicity. The rationale for treating until progression in this setting is that repeated activation of T cells and continuous suppression of malignant cells may allow for the best possible tumor control, lower risk of relapse, and the best chance for long-term remission in this highly refractory patient population. -
	4/11 09:08 af E L	One of the selling points used for mosunetuzumab /Lunsumio is that is has a fixed duration. I noted in this article:

	4/11 09:07 af E L	This Japan-specific study, EPCORE NHL-3, reaffirmed the global findings [of global trial, EPCORE NHL-1]
	4/11 08:57 af E L	Subcutaneous epcoritamab monotherapy in Japanese adults with relapsed/refractory diffuse large B-cell lymphoma (link)
	4/11 08:08 af Gasolin82	Godmorgen:-)
	4/11 07:17 af Stroka	God morgen :-)
	4/11 06:53 af Helge Larsen/PI-redaktør	Godmorgen :-)
	3/11 21:32 af Klarussen	Ja, svarer til kurs 2021 i DK ved dagens vekselkurs USD/DKK 6,95 :-)
	3/11 21:02 af Raun	Ehm. - Vi er oppe med over 4% i US :-)
	3/11 17:49 af Klarussen	A bit hard to spot, but yes
	3/11 17:36 af E L	if you look closely, you can see the Genmab stand at SITC ;-) (link)
	3/11 17:26 af E L	Epkinly (epcoritamab), which is priced to cost $37,500 per month, and Columvi (glofitamab) with a price of $350,00 for a year’s worth of treatment.
	3/11 17:26 af E L	Talvey (talquetamab) is priced to cost $45,000 per month, and treatment is expected to last six to eight months, bringing the total cost to between $270,000 and $360,000.
	3/11 17:26 af E L	Oncology Drug Pipeline to Rollout New Treatments, But Not Without Hefty Price Tag (link)
	3/11 17:12 af Klarussen	:-D
	3/11 17:10 af gdn55	Det skal nok gå Gasolin.
	3/11 17:07 af Gasolin82	Hvad med resten af patientgruppen? De mindre syge og måske lidt yngre? Hvornår tænker I, at vi får data fra dem?
	3/11 17:07 af lahn1	LOL nej, men vi gider ikke tale mere om kursen Det er vel bedst at de 3 respondenter dropper ud pga AE end pga progression ?
	3/11 17:05 af Klarussen	Sjældent har der været kogt som meget suppe på så lidt. Vi taler om en kohorte på 11 meget syge, nærmest terminale patienter. Tvivler på der er nogen statistisk signifikans at hente på det grundlag.
	3/11 17:05 af lahn1	Noget siger mig bare at man ikke dropper ud efter 1 behandling / 28 dage pga progression, men tager 2 behandling. 28 dage er kort tid at give en behandling. Hvis det er casen at 3 pt får 2 doser men dropper ud pga AE uden respons, så kan de 3 fra respons gruppen droppe ud pga progression mellem 2 og 3 behandling. Så de 4 uden reposner = 1 Død 3 AE, de 7 med respons 3 progression + 4 bliver i forsøget. ? ja hvem det kan skære på mange måder. spændende præsentation venter os.
	3/11 16:56 af Gasolin82	Kunne ikke lade være. Så har lige handlet en hel del mere. Tænker ikke det kan gå helt galt på dette niveau.
	3/11 16:20 af MBCruise	@lahn1 - Samt det at de skriver at af de 7 som ikke gennemførte til slut, var de sygdomsprogression, 3 AE og 1 death. Så når de skriver det på denne måde kan der vel ikke være overlap hvor den samme patient både kan været stoppet af alle 3 årsager
	3/11 16:14 af MBCruise	respons droppet ud af en årsag, som så er deres AE. Tænker ikke at man dropper ud af et forsøg før tid, når man har gode resultater/fremgang, uden en rigtig god grund,,,som så er deres AE og sikkert 2 af dem grade 5,,,giver det mening?
	3/11 16:12 af MBCruise	@lahn1 - Jeg tager udgangspunkt i at de mærkelige tegn i abstractatet betyder ">" (â‰¥1). Hvis der kun er 7 der har fået mere en 1 cycles og de alle har respons, så må de resterende jo dem som er droppet ud grundet sygdomsprogresson og dermed ikke har fået mere end 1 cycle. Hvis de havde fået mere end 1 cycle, så havde det ikke kunn være 7 som skrevet, der havde fået mere end 1 cycle. Tænker at det også hænger fint sammen med at når det kun er 4 som gennemfører, så er de tre resterende med
	3/11 15:59 af lahn1	MBcruise, kan ikke se hvordan du kan slutte at de 3 AEs er i responders og 3 progressions i dem med kun en behandling. Det kan vel ligeså godt være omvendt ?
	3/11 15:50 af Bulder	Ikke helt enig Plimsoller. Man skal ikke forveksle en pressemeddelelse med et videnskabeligt abstract, som genmab ikke har noget med at gøre. Skal nogen klandres for uklarheder er det hovedforfatteren dr Grosicki. Formålet med ASH er ikke at promovere egne produkter. Det er en videnskabelig konference og ikke et gedemarked.
	3/11 15:32 af Solsen	As said yesterday grade 5 will be looked at by fda. If more death have been reported and fda have considered it connected to hexa-38 the trial would have been halted.
	3/11 15:25 af MBCruise	The 1 death has to be the 6-days pts. You dont drop out because of disease progression after just 6 days (my opinion) The question is if he died of the treatment or of other issues. A question is that why did the 3 patiens drop out of disease progression after only 1 completed cycle? Isnt it normal to give it some time and more cycles?