Genmab

	3/11 18:19 af Stroka	+12% i år er bare flot i forhold til OMX25 på minus 20%. :-)
	3/11 17:55 af Solsen	Tænker stadig på hvorfor JNJ ikke smider $40-50 bn efter os ;-)
	3/11 17:40 af E L	4 talquetamab abstracts, 9 teclistamab and 167 matches for Daratumumab....
	3/11 17:30 af Bulder	us=ud
	3/11 17:29 af Bulder	Ved ikke hvad jeg skal mene om hex38. Safety ser fint ud - også hvad Winkel tidligere har udtrykt. Effektivitet ser også lovende ud for cd38 naive pts. Men us af 14 cd38 refraktære pts opnåede kun 2 minimal response. Det vil vel sige, at de resterende 12 slet ikke responderede?
	3/11 17:22 af E L	if you see the performance of some other biotechs, we should indeed be lucky with genmab... Today Merus -24% again, Genmab's neighbour in Utrecht....
	3/11 16:55 af Helge Larsen/PI-redaktør	Kort video: I den sidste uges tid er det væltet ind med q3-regnskaber, bl.a. fra Danske Bank og Novo Nordisk. Derudover kommer Helge Larsen ind på Eli Lilly, Zealand Pharma og Bavarian Nordic - sidstnævnte især omhandlende shorting.(link)
	3/11 16:45 af gdn55	Ligeså her Solsen. Har været i tvivl mange gange de sidste ca. 20 år, men har heldigvis holdt ved.
	3/11 16:35 af Solsen	Hold nu op hvor er jeg en glad Genmab aktionær. Dette år har slet ikke givet de skrammer, som mange aktionærer oplever i år. Lad det fortsætte :-)
	3/11 16:25 af Solsen	Jeg har lidt AFMD, der kom med flere nyheder i dag. (link) Måske kunne nogen have lidt interesse i den. På eget ansvar :-)
	3/11 16:13 af E L	2 posters for Camidanlumab (link)
	3/11 16:09 af E L	ASH 348 Subcutaneous Epcoritamab in Patients with Richter’s Syndrome: Early Results from Phase 1b/2 Trial (EPCORE CLL-1) - (link)
	3/11 16:07 af E L	ASH 443 Subcutaneous Epcoritamab + R-Dhax/C in Patients with Relapsed or Refractory Diffuse Large B-Cell Lymphoma Eligible for Autologous Stem Cell Transplant: Updated Phase 1/2 Results - (link)
	3/11 16:02 af E L	ASH 609 Subcutaneous Epcoritamab with Rituximab + Lenalidomide in Patients with Relapsed or Refractory Follicular Lymphoma:Phase 1/2 Trial Update - (link) - the overall response rate was 95% (39/41), with 73% of patients (30/41) achieving a complete metabolic response (CMR) as their best overall response -Slightly higher as before
	3/11 15:58 af E L	ASH 611 Subcutaneous Epcoritamab in Combination with Rituximab + Lenalidomide (R2) for First-Line Treatment of Follicular Lymphoma: Initial Results from Phase 1/2 Trial (link) the overall response rate was 90% (26/29), with 69% (20/29) having a complete metabolic response (CMR) as their best overall response.
	3/11 15:52 af E L	absolutely. safety is what it is all about at this stage for me. and we'll see a bit more data at the conference in december
	3/11 15:50 af Solsen	Its difficult to judge on 19 such pts and many with low conc. drug.
	3/11 15:47 af Solsen	7 prior cycles makes it very difficult pts to treat.
	3/11 15:33 af E L	ASH 1366 Duobody-CD3xCD30 Demonstrates Potent Anti-Tumor Activity in Preclinical Models of CD30+ Hematologic Malignancies (link)
	3/11 15:33 af E L	Is it the first time we hear about GEN3017 (DuoBody®-CD3xCD30)?
	3/11 15:29 af E L	However: 'Disease progression led to discontinuation in 80% of pts.' not sure what to make of that
	3/11 15:29 af E L	Looks a bit like Dara, with mainly 1st infusion related reactions?
	3/11 15:28 af E L	recommended phase 2 dose is established -primary objective of the trial-, but -to me most important- safety seems manageable, which was the biggest fear Jan had in the past
	3/11 15:24 af Legolas23	Hvornår er bagkanten LBA ? Kunne vi ikke få en overraskelse med der?

	3/11 15:22 af E L	and from Mathai Mammen, when he was still at JNJ, -This study with the HexaBody is being run by Genmab in close collaboration with us. And it's a next generation even more effective CD38 blocker, deep activity on CD38 positive cells. And we'll see data towards the end of this year that'll help us understand whether there's a path forward, both in multiple myeloma, by the way, and diffuse large cell B cell lymphoma. And so, this is exciting for us.
	3/11 15:21 af E L	we knew from JPM conf Jan22; dose escalation data this year, small data maybe this year, but full data '23
	3/11 15:14 af E L	3254 Preliminary Dose-Escalation Results from a Phase 1/2 Study of GEN3014 (HexaBody®-CD38) in Patients (pts) with Relapsed or Refractory Multiple Myeloma (RRMM) (link)
	3/11 15:13 af Solsen	Time will show. Husk det er tidlige data.
	3/11 15:10 af Sukkeralf	....but "only" poster presentation for HexCD38 - is that enough for us to expect convincing data?
	3/11 15:05 af GeorgeBest	4 oral presentations of epco. 19 in total from Genmab
	3/11 15:03 af GeorgeBest	ASH abstracts from Genmab (link)
	3/11 11:58 af Sukkeralf	Quite a big drug Tecvali could become and in line with JNJ projecting >$5 billion.
	3/11 11:57 af Sukkeralf	From the viewpoint also: Besides, experts said they foresee the way being paved for Tecvayli to move into earlier lines of treatment relatively quickly. Analysts from Morgan Stanley pointed out that J&J has trials underway to do just that, and said this helps to bolster the sunny revenue outlook for the company’s multiple myeloma assets, projecting sales of Tecvayli to reach $6.6 billion by 2030 and Carvykti sales to garner $5.7 billion in that same time frame.
	3/11 11:41 af StockBull	Spændende hvad bundlinien bliver på Genmabs q3 regnskab. Gætter på 2.9mia årest første 9 mdr
	3/11 11:25 af Budweis	Jeg øgede kraftigt min eksponering i $HZNP efter tilbagefaldet ovenpå Q2. Godt at se de allerede har fået hånd om situationen. Ikke overraskende at de går ind i Europa. Det har undret mig længe, at de ikke var mere sultne på det globale potentiale for TEPEZZA.
	3/11 11:16 af E L	(link) Horizon Q3 2022 Presentation
	3/11 10:50 af bibob	Although it fell short of response rates shown by its Car-T cell competitors the US approval of J&J ,s Tecvayli on tuesday along with some winning attributes has set it up as a major player in the multiple myeloma treatment paradigm according to key opinion leaders in the field
	3/11 10:49 af StockBull	Har smidt de spekulative her i 2945
	3/11 10:48 af StockBull	Ser godt ud. Så er target på 2969 ved at være i hus
	3/11 10:33 af bibob	ViewPoints: Tecvayli in strong standing as soon - to - be newcomber in heavily pre-treated multiple myeloma.
	3/11 07:44 af ProInvestorNEWS	Dagens mange regnskaber: (link)
	3/11 07:34 af ProInvestorNEWS	Godmorgen :-)
	3/11 07:19 af Stroka	God morgen :-)
	3/11 07:06 af Helge Larsen/PI-redaktør	Godmorgen :-)
	2/11 22:35 af Helge Larsen/PI-redaktør	USA/lukning: Powell sendte aktierne i dørken efter kortvarigt plus (link)
	2/11 21:53 af Bulder	Hm, US dykker kraftigt efter fed. Men både gmab og nvo (ads) holder sig oppe.
	2/11 20:54 af Vitus	Det går helt som ventet…..Genmab er min guldåre….
	2/11 18:23 af Bulder	Hznp oppe med 11%
	2/11 18:07 af gdn55	Vitus, hvordan går det?
	2/11 14:42 af E L	GEN1056 starts recruiting. that is fast. in Moldova... (link)