Genmab

	3/11 15:04 af E L	10y US yields 4.53% (0.50% below the recent highs)
	3/11 15:01 af E L	meanwhile bonds trading well higher again today; German 10y bund yields trading below 2.65% atm, which was sort of the summer highs
	3/11 15:01 af Solsen	Gode arbejdsmarkedsdata fra US for vores aktier. Tror det er en vending i det generelle marked vi ser. Nu skal vi blot have data til at understøtte Genmab på ASH. Så bliver det en god jul.
	3/11 15:00 af E L	and i think Plimsoller you are also correct on that, i think it was Bulder who said that also yesterday, something like, if they choose to present it at ASH it should be a good sign
	3/11 14:56 af E L	you could hope longer exposure could improve response give the short time they are on atm
	3/11 14:56 af E L	i fail to see the why there is anything wildly wrong with the data, just like yesterday. Of 7 evaluable patients 1 had complete response, 2 very good partial response, 2 partial response, 1 minimal response and the worst still had stable disease
	3/11 14:52 af E L	maybe you are the expert ;-0
	3/11 14:52 af E L	;-) my thinking is similar really. I had not deduced 'So the 3 AE´s are among the responders.', but upon re-reading it, i think you may be right.
	3/11 14:51 af Plimsoller	For me as an ansolut layman, it is incomprehensible how many questions can be derived from this abstract. It seems odd that the few things which actually are being communicated, are not done properly. It is highly confusing, and I will therefore go with what already has been said at one point: The purpose of a conference is to promote own products, so Genmab will only bother submitting an abstract if they believe in the product and have data to back that up.
	3/11 14:37 af MBCruise	Ha ha,,,should have been,,,No expert at all :-)
	3/11 14:36 af MBCruise	They have dropped out after more than 2 cycles but still had positive response. The only thing that can cloud the waters are the 1 death. Maybe he is the one pts who dropped out after 6 days. He could also be among the 7 responders and died after he got positive response. But the overall result would still be almost as mentioned. Am I totally wrong? :-)
	3/11 14:33 af MBCruise	@EL - I am expert at all, but is not pure math with the 11 pts? There are 4 pts who goes through the end. So 7 patients that dont. There are 7 pts that have received more than 1 cycle and all have responses. 3 pts have dropped out because of progresson of disease, so they arent included in the 7 responders and we can conclude that they only have got max 1 cycle (otherwise they would have been included in the more than 1 cycle output). So the 3 AE´s are among the responders.
	3/11 13:44 af E L	(link) Tisotumab Vedotin vs. Investigator's Choice in Cervical Cancer - ESMO 2023 The impact of Tisotumab Vedotin on cervical cancer treatment was explored. Dr. Brian Slomovitz, MD provided expert insights and findings, illuminating the innovative therapy's significance in enhancing outcomes for patients.
	3/11 12:42 af E L	for example last year infusion-related reactions (IRRs; 75.0%); now 27.3% - neutropenia (62.5%), now (36.4%)
	3/11 12:40 af E L	and kkjoel also safety looks fine , comparing it to last years Preliminary Dose-Escalation Results of HexaBody-CD38 (link)
	3/11 12:38 af E L	lol Bulder. think you weren't the only 1 ;-)
	3/11 12:36 af kkjoel	Ok. Tnx.
	3/11 12:35 af kkjoel	Forgot the ending quotation-mark :-)
	3/11 12:35 af Bulder	Yes solsen pointed that out Yesterday.
	3/11 12:34 af kkjoel	There was a lot of talk about the various percentages yday.. so I noticed in the twitter-link EL posted 11:46, that Bertrand Delsuc writes just after the initial post: "..also the ORR is not in the n=11 but in n=7 evaluable, so 3/7 VGPR+ at such an early timepoint llooks encouraging . overreaction yesterday I'd say.
	3/11 12:32 af Bulder	Yes and I could have avoided that grade 4 cardiac arrest Yesterday ;-)
	3/11 12:25 af E L	12:13 would indeed have made life a bit easier ... ;)
	3/11 12:14 af Bulder	But indeed Strange with 2 grade 5 and only 1 death.
	3/11 12:13 af Bulder	Hm, but both grade 5 has n=1. Wouldn’t they have pointen out if it was the same pt?

	3/11 11:46 af E L	why didn't we think of this! the 2 Gr5 AEs in the Hexabody-CD38 abstract were probably in the same patient that died... (link)
	3/11 10:19 af Legolas23	Genmab får sænket sit kursmål til 3000 kr. fra 3500 kr. hos investeringsbanken Kempen. Det fremgår af data fra Bloomberg. Samtidig fastholdes købsanbefalingen.
	3/11 10:16 af E L	ASH23 1729 Mitigating the Risk of Cytokine Release Syndrome (CRS): Preliminary Results from a DLBCL Cohort of Epcore NHL-1 (link) Conclusions: Encouraging preliminary data from this DLBCL CRS optimization cohort, which incorporates prophylactic dexamethasone and hydration of patients during cycle 1, indicate that this approach is effective in decreasing rates and severity of CRS.
	3/11 10:10 af E L	ASH23 4457 Epcoritamab SC + R-Mini-CHOP Leads to High Complete Metabolic Response Rates in Patients with Previously Untreated Diffuse Large B-Cell Lymphoma Ineligible for Full-Dose R-CHOP: First Disclosure from Arm 8 of the Epcore NHLâ€‘2 Trial (link) (ORR, 100%), with 17 patients (85%) achieving CMR for these patients with 1L DLBCL who cannot tolerate full-dose R-CHOP, including elderly, frail, and high-risk patients.
	3/11 10:05 af troldmanden	SB er set og besvaret
	3/11 10:04 af E L	forgot the link (link)
	3/11 10:04 af E L	ASH23 3053 EPCORE FL-1: Phase 3 Trial of Subcutaneous Epcoritamab with Rituximab and Lenalidomide (R2) Vs R2 Alone in Patients with Relapsed or Refractory Follicular Lymphoma (link) shows how this Ph3 FL trial stopped enrollment in arm B with a different dose and continued only with the Epco arm A with a 48mg dose (and they could reduce the # patients in the trial by ~120)
	3/11 09:53 af StockBull	TM. Der er post og email
	3/11 09:52 af troldmanden	Så nok fylder den ikke officielt ret meget i de nuværende targets. Men impact på go/no go bliver rigtig stor for genmab de kommende år
	3/11 09:50 af troldmanden	Der er giga forskel på om super dara er med eller uden for JnJ. Hvis den er med, så taler vi forlængelse af 2-cifret BB stof. Hvis ikke de opter ind...not so much. Så en NPV model vil vise ret stor effekt hvis den indregnes nu(selv med risikojusteret ud fra klinisk fase) poingten er at hvor Genmab kursen er nu, så vil man ikke tillægge super dara ret meget værdi, fordi så vil kurstarget ligne en landing på månen.
	3/11 09:50 af E L	But if you want a slot at ASH, this is the only way to do that i guess, throw in early data and hope you can update at the conference
	3/11 09:49 af E L	i thought yesterday that it was a bit surprising they wanted to publish this with a median duration of exposure of 2.4 months; for Darzalex the Median time to response is ~1 month; assuming Hexabody-CD38 is similar that leaves a very short window to proof effectiveness?
	3/11 09:46 af troldmanden	Når man taler om analytikere og deres kurstarget så er der et væsentligt aspekt man skal huske på. Analytiker skruer både op og ned på target i forhold til aktuel kurs/sentiment. Og i biotech er det meget let at ændre sindsyg meget på target analytikerens npv værdi. At analytikerne ikke har tillagt super dara ret meget værdi ser jeg netop som "jeg rammer loftet så undlader noget". Om JnJ nupper super dara eller ej er by fare den væsentligste nyhed selskabet kan komme med de næste 3-4 år.
	3/11 09:36 af E L	that is the sort of comment we would like to see on the Hexabody-CD38 abstract, to get an idea of what the TEAEs mean.
	3/11 09:35 af E L	(and ps. 32% of patients experienced COVID-19...)
	3/11 09:34 af E L	But look at the TEAEs here: 'There were 10 G5 TEAEs; in 2 cases, the contribution of epcoritamab could not be ruled out by the investigator (small intestinal perforation and multiple organ dysfunction syndrome; both patients had multiple confounding factors).'
	3/11 09:33 af E L	ASH23 Epcoritamab SC + GemOx Leads to High Complete Metabolic Response Rates in Patients with Relapsed/Refractory Diffuse Large Bâ€‘Cell Lymphoma Ineligible for Autologous Stem Cell Transplant: Updated Results from Epcore NHL-2 - (link) -that is a very good response in that hard to treat subgroup of CD20+ ineligible for ASCT
	3/11 09:30 af MBCruise	@Stockbull - Bruger den fra debatten, takker :-)
	3/11 09:17 af Bulder	Ah, forgot that
	3/11 09:10 af E L	but he will not be able to elaborate much as long as it is under ASH embargo...
	3/11 09:09 af Bulder	Analytikerne vil stå i kø til CC for at spørge ind til hex38. Nok en af de mest spændende CC’er længe.
	3/11 08:59 af Klarussen	Ville også interesse mig meget StockBull. Tak for indsatsen iøvrigt, en god og velargumenteret modvægt til det negative sentiment omkring aktien p.t.
	3/11 08:48 af StockBull	den er jo i debatten. jeg arbejder på en opdatering som er så rodet og ikke klar før efter q3. Men de gamle er i debattet.
	3/11 08:44 af StockBull	de 3 er nu samlet over 10 mia og i starten var de under 5 som jeg lige husker
	3/11 08:43 af MBCruise	@Stockbull - Kan man lokke din Genmab salgsmodel/oversigt ud af dig? :-)
	3/11 08:42 af StockBull	Bare se de 3 JNJ produkter Teclistamab, Talquetamab og Amivantamab er alle hævet 100% i peak sale target i.f.t de første targets vi hørte om