Genmab

	3/11 22:32 af Klarussen	Ja, svarer til kurs 2021 i DK ved dagens vekselkurs USD/DKK 6,95 :-)
	3/11 22:02 af Raun	Ehm. - Vi er oppe med over 4% i US :-)
	3/11 18:49 af Klarussen	A bit hard to spot, but yes
	3/11 18:36 af E L	if you look closely, you can see the Genmab stand at SITC ;-) (link)
	3/11 18:26 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 18:26 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 18:26 af E L	Oncology Drug Pipeline to Rollout New Treatments, But Not Without Hefty Price Tag (link)
	3/11 18:12 af Klarussen	:-D
	3/11 18:10 af gdn55	Det skal nok gå Gasolin.
	3/11 18:07 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 18:07 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 18:05 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 18:05 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 17:56 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 17:20 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 17:14 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 17:12 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 16:59 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 16:50 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 16:32 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 16:25 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?
	3/11 16:04 af E L	10y US yields 4.53% (0.50% below the recent highs)
	3/11 16:01 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 16:01 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 16:00 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 15:56 af E L	you could hope longer exposure could improve response give the short time they are on atm
	3/11 15:56 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 15:52 af E L	maybe you are the expert ;-0
	3/11 15:52 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 15:51 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 15:37 af MBCruise	Ha ha,,,should have been,,,No expert at all :-)
	3/11 15:36 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 15:33 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 14:44 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 13:42 af E L	for example last year infusion-related reactions (IRRs; 75.0%); now 27.3% - neutropenia (62.5%), now (36.4%)
	3/11 13:40 af E L	and kkjoel also safety looks fine , comparing it to last years Preliminary Dose-Escalation Results of HexaBody-CD38 (link)
	3/11 13:38 af E L	lol Bulder. think you weren't the only 1 ;-)
	3/11 13:36 af kkjoel	Ok. Tnx.
	3/11 13:35 af kkjoel	Forgot the ending quotation-mark :-)
	3/11 13:35 af Bulder	Yes solsen pointed that out Yesterday.
	3/11 13:34 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 13:32 af Bulder	Yes and I could have avoided that grade 4 cardiac arrest Yesterday ;-)
	3/11 13:25 af E L	12:13 would indeed have made life a bit easier ... ;)
	3/11 13:14 af Bulder	But indeed Strange with 2 grade 5 and only 1 death.
	3/11 13:13 af Bulder	Hm, but both grade 5 has n=1. Wouldn’t they have pointen out if it was the same pt?
	3/11 12:46 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 11:19 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 11:16 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 11:10 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 11:05 af troldmanden	SB er set og besvaret