Genmab

	12/11 11:17 af Helge Larsen/PI-redaktør	Genmab Is Impressive but Priced for Perfection, SEB Says (link)
	12/11 10:03 af Riis7	har været en skuffende kursudvikling den her uge, må håbe det bliver bedre resten af 2021:-)
	12/11 09:44 af Helge Larsen/PI-redaktør	Aktier/tendens: NTG, Novo, Simcorp og Bavarian kan tage fokus (link)
	12/11 08:33 af Helge Larsen/PI-redaktør	RTTNews) - European stocks are likely to open higher on Friday as inflation worries faded to the background....(link)
	12/11 08:30 af bibob	Ja, det er utroligt hvor langt væk den planet HSBC bor på ligger. De er jo stadig lysår fra fair value. ;-)
	12/11 08:28 af bibob	God morgen. :-)
	12/11 08:26 af Helge Larsen/PI-redaktør	Fredagens danske avisuddrag med Bestseller, Danske Bank og Nordea (link)
	12/11 08:00 af Helge Larsen/PI-redaktør	Valuta: Dollar i stærkeste niveau i 16 år efter stigende inflation (link)
	12/11 07:58 af Helge Larsen/PI-redaktør	Genmab/HSBC: Hæver kursmål til 1900 kr. fra 1780 kr. (link)
	12/11 07:55 af Helge Larsen/PI-redaktør	Asien: Japan og Sydkorea i stærkt comeback - Kina i tilbagegang (link)
	12/11 07:54 af Helge Larsen/PI-redaktør	God morgen. :-)
	12/11 07:36 af StockBull	2022 outlook (link)
	12/11 00:07 af Bulder	Is it the same in hematological cancers, or is it only solids?
	12/11 00:06 af Bulder	Yes but as with the terminated study it is no good if MTD is reached before optimal dose.
	12/11 00:04 af Solsen	Yes we have ro think different with bispecific :-) Normaly we se optimal dosis near MTD with antibodies.
	11/11 23:58 af Bulder	On the cc yesterday it was discussed that the right dosing is not nescessarily MTD. Often it is less than that - just what Goldilock would have said. :-)
	11/11 23:51 af Bulder	The figure also xplains what Dimers and Trimers are. Nice.
	11/11 23:47 af Bulder	E L thx for the link earlier today. Just spent the evening diving into it all. And it makes sence now. Goldilock - not too much, not too little - is about choosing the right dose to get the optimal trimer-formation, so that the bell curve becomes as flat as possible with as much time as possible on the top, where the optimal efficacy is.
	11/11 17:36 af Darvin	Tjaa - det kommer jo an på om det er et røverkøb med stor rabat, eller om det er et panikudsalg. I det mindste vil det ikke være en ukurant (eller ukendt) vare taget hjem til formålet. ;-)
	11/11 17:32 af royal	Håber ikke Genmab er en af varene der er sat meget ned black friday :-)
	11/11 17:01 af Darvin	Har smidt en fil med nyeste opdaterede kursmål i debatten. Der kommer måske lidt flere de næste dage, men så må det rettes. 3.200 sigter vi mod (link)
	11/11 16:40 af Bulder	tak
	11/11 16:38 af Helge Larsen/PI-redaktør	Black Friday kl14,30.
	11/11 16:36 af Bulder	Hvornår var Q&A?

	11/11 16:16 af Helge Larsen/PI-redaktør	LLI..Du er en meget venlig mand. :-)
	11/11 15:35 af Helge Larsen/PI-redaktør	Genmab-kommentar (næsten live) fra kontoret: (link)
	11/11 15:32 af GeorgeBest	Her er Genmab-topchefens nøgleprioriteter i 2022 (link)
	11/11 15:21 af Newt	bofa hæver til 3350 (3128)
	11/11 15:15 af Bulder	Yes, funny that they combine a PDL-1 BiAb with a PD1-drug, as was noted in the CC. But that has to do with 1046 only catching 70% of the PD1-PDL-1 connections. And they need a 100%.
	11/11 14:42 af E L	New small PhII : A Study of Amivantamab in People With Esophagogastric Cancer (link)
	11/11 14:32 af E L	this was the corresponding european one (link)
	11/11 14:31 af E L	what a coincidence on timing ;-)
	11/11 14:31 af E L	lol, new trial : Safety and Efficacy Study of GEN1046 as a Single Agent or in Combination With Another Anti-cancer Therapy for Treatment of Recurrent (Non-small Cell) Lung Cancer (link)
	11/11 14:28 af Bulder	That could be a Q for W
	11/11 14:27 af E L	then, (depending on how fast recruitment goes offcourse) maybe mid next year we could get that data?
	11/11 14:26 af E L	i am not sure it has to take that long though Bulder, innovatv204 had median duration of response less then 9 months if i am not mistaken, i could imagine that if 301 goes above that in duration, data could be sufficient for filing? or is that too simple ?
	11/11 14:23 af Bulder	Jeg tænker lige højt: Vi får en "lille" opdatering på hex38 i år. Sikkert på RD-dagen. KUNNE det tænkes, at JnJ så ved nok til at beslutte om de opter in eller ej?
	11/11 14:23 af E L	ok, thks, that is enough of an answer, then i don't need to ask.
	11/11 14:20 af Sukkeralf	EMA needs the same
	11/11 14:14 af Bulder	The innovaTV 301 only started this year, so it'll take a while (link)
	11/11 14:10 af E L	i'll ask in q&A
	11/11 14:09 af E L	well we know Japan needs the phase 3 data, we don't know yet about EMA i think?
	11/11 14:09 af gentogen	(link)
	11/11 14:08 af gentogen	*Potential JNDA filing timeline postponed to include Phase 3 innovaTV 301 data
	11/11 14:00 af peter12	I think europe need a phase 3 ?
	11/11 13:55 af Sukkeralf	or japan for that matter
	11/11 13:46 af E L	we still have no indication of the timing of filing TV in europe, do we?
	11/11 13:18 af Solsen	Tivdak lancering (link)
	11/11 13:07 af StockBull	Snart skal vi over 3000kr igen og snakke om biler, rødvin m.m
	11/11 13:06 af StockBull	Livet går stille og roligt vidre