Genmab

	4/10 07:34 af Helge Larsen/PI-redaktør	God morgen. :-)
	4/10 06:35 af bibob	God morgen. :-)
	3/10 18:53 af Helge Larsen/PI-redaktør	Market Crash Concerns Keeping You Up at Night? 5 Ways to Brace Your Portfolio (link)
	3/10 12:05 af Helge Larsen/PI-redaktør	Nordnet Danmark Vi har igen samlet den forgangne måneds mest populære værdipapirer, der blandt andet inkluderer to danske biotech selskaber på førstepladsen, både Bavarian Nordic og Evaxion Biotech på henholdsvis den danske og udenlandske liste. Se toplisterne her. (link)
	3/10 09:28 af Helge Larsen/PI-redaktør	God morgen. ;-)
	2/10 15:09 af Bulder	I 2019 præsenterede de prækliniske data for mim8 (link)
	2/10 15:04 af Bulder	Måske kommer der data fra mim8 fase 2 studiet. Medwatch skrev 23/9: The company NOVO) has previously stated that it expects results to be ready for publishing before the end of 2021.
	2/10 14:08 af Bulder	Kun 6 abs bliver udvalgt som lba.
	2/10 14:06 af Bulder	Jeg har ikke kunnet finde en dato for offentliggørelse.
	2/10 14:05 af Bulder	Genmabs post ASH R&D dag bliver årets højdepunkt. Så ved vi om epco er til noget eller ej. ASH abstract-deadline er passeret. 5. oktober får indsendere at vide om de kommer med. The late-breaking abstracts submission site will open October 19 and will close October 28, 2021.
	2/10 11:40 af DevOp	pas, desværre
	2/10 11:16 af Bulder	Ved du hvad det er, der gør mim8 mere potent end emicizumab, og som bevirker at en mindre mængde kan gives med pen?
	2/10 11:07 af DevOp	Ja, og selvfølgelig kræver både kanyle og pen device, at man lige får vist, hvordan det gøres, inden man selv slippes løs. Men pen devices har jo en hvis convenience-effekt, især for de nåleforskrækkede :-) Tænker bare, at en pen ville være at foretrække for de fleste. Så forhåbentlig en fordel for Gen...
	2/10 10:06 af Bulder	Vedr Helimbra-snakken i torsdags: Iflg indlægsseddelen indgives det med kanyle og kan tages derhjemme af pt selv. (link)
	2/10 09:43 af E L	don't think that was communicated yet?
	2/10 09:43 af E L	Dec 14, 2021 at 2:00 PM EST 2021 Virtual R&D Update and ASH Data Review Genmab (Nasdaq: GMAB) will hold a brief virtual update to discuss progress in our innovative pipeline as well as key product data presented during the American Society of Hematology (ASH) Annual Meeting. The event will be webcast live and will feature members of Genmab’s Executive Management Team and a variety of high-level Genmab speakers. (link)
	2/10 08:49 af Helge Larsen/PI-redaktør	God morgen. :-)
	1/10 19:20 af Bulder	Strong that 1042 looks at least as promising as 1046.
	1/10 18:17 af E L	which is very comforting, specially during days that the market is a bit rough
	1/10 18:11 af Solsen	Genmab looks like someone who can deliver again and again.
	1/10 18:10 af E L	very good news though. the 1046 trial was also set to ~500 patients since march
	1/10 18:08 af Solsen	I didnt look at when the update was made..
	1/10 18:07 af Solsen	But I have been off messageboard due to holidays
	1/10 18:07 af E L	and you decided to keep it a secret

	1/10 18:06 af Solsen	Actually I looked at it when I was a smart guy earlier today
	1/10 18:05 af E L	lol did you??
	1/10 18:05 af E L	so they add Head and Neck Squamous Cell Carcinoma (HNSCC) and Pancreatic Ductal Adenocarcinoma (PDAC) (already had NSCLC, Colorectal Cancer and Melanoma
	1/10 18:05 af Solsen	I thought you knew ;-)
	1/10 17:58 af E L	wow, on the day they announce the oral, they update the GEN1042 trial; going from 1 arm to 10 (!!) arms and Enrollment: from 126 to 447 patients... (link)
	1/10 17:13 af E L	I actually think an antiviral is good news for many of Genmab's patients where the vaccine doesn't work well due to the medication they are taking, like Kesimpta.
	1/10 16:52 af E L	yea... Merck boosted biotech yesterday with the Acceleron acquisition and today they more then reversed that :( Seems a bit excessive though; the antiviral will not replace vaccination imo, even though i understand those hesitating to get vaccinated already may be even more reluctant now...
	1/10 16:44 af Bulder	Today is different from the previous days. They started green and turned red. Today started red and stayed red.
	1/10 16:43 af E L	i didn't realise Genmab had made it to the Top15 of largest holdings in IBB (link)
	1/10 16:37 af E L	how are we going to keep track of all of those lol
	1/10 16:36 af Sukkeralf	maybe you´re right E L - it could just be that other early projects also starts to get attention - like GEN1042, HexaCD38, DuoHexaCD37
	1/10 16:34 af E L	IBB / NBI affected big time by the Merck news; MRK up 10%+ and is not in these indices versus the vaccine players down ~15% which are in the index (BNTX, MRNA) and that on a rebalancing day/ 1st day of the month & quarter
	1/10 16:32 af Sukkeralf	Probably also due to the fact that ORR in solid tumors often are a bit low especially in late line
	1/10 16:30 af E L	hmmm, i did not get the idea they are being less positive i must say. maybe a bit restrictive in the amount of data they want to share though...
	1/10 16:17 af Sukkeralf	Jan has also emphasized that its not just ORR but the hole package. That said I also think he has become a little less positive on GEN1046 - but I think that quite normal for Jan. Always very positive on the very early stuff.
	1/10 16:15 af Solsen	NBI nede med 3,5% hmmm
	1/10 16:08 af Sukkeralf	Jan also said that they now have the size so they will present data when its more meaningful - when both response rates and duration is ready
	1/10 16:03 af Sukkeralf	And for the other tumor types, as we generate the data, we'll present them at an opportune time when the data is mature in the updating conferences, probably more in the first half of next year.
	1/10 16:03 af Sukkeralf	As it relates to the data, and then it's probably fair to say that there will be some data readouts as data becomes available. We're continuously enrolling and obviously generating data, and we will probably add some updated data at SITC, again similar to the comment that was made at 1042. Obviously, we have submitted some data, but we have not yet confirmation that this will be presented.
	1/10 16:02 af Sukkeralf	Regarding data from GEN1046 this was affected in the Q2 CC:
	1/10 15:47 af Riis7	Ikke meget sjov i genmab igen igen , få gode dage
	1/10 15:01 af E L	889 Poster Presentation DuoBody®-CD3x5T4 induces efficient T-cell activation and killing of patient-derived head and neck cancer cells in vitro and ex vivo
	1/10 14:48 af E L	yes...true... maybe it is exactly what we are looking for and we should not read to much into the fact that it is 'only' a poster
	1/10 14:46 af Bulder	And that's where we really can get a feeling of efficacy.
	1/10 14:45 af Bulder	According to the news release we'll get "Peripheral and tumoral immune activity in the expansion part". So not only escalation but also expansion.
	1/10 14:43 af E L	now for 1042 we will get some safety data i presume, like we already had for 1046; for 1046 we now really want to see some dose escalation data, which may not be fully ready yet. Or late breaker.