Genmab

	10/11 15:12 af Solsen	Netop troldmanden - vi er enige :-)
	10/11 15:12 af Peter Panik	Måske 2743 var bunden i denne omgang
	10/11 15:07 af troldmanden	Man skal også huske på den steg op til 3100 uden relle nyheder. Og over det snit af kurstarget der er. Så den ligger egentligt i nærheden af toppen, uden positive nyheder der øger npv
	10/11 15:05 af Bulder	Nej, det kan ikke forklares blot med henvisning til SITC. Der er mere end det. Tror ikke der er nogen analytikere, dr har ret mange kroner på disse stoffer med i deres modeller.
	10/11 15:03 af StockBull	Ser frem til at høre Jans forklaring
	10/11 15:02 af StockBull	var data virklig så dårlige at kursen skal 12% ned - på produkter som reelt ikke er indregnet i kursen
	10/11 15:00 af StockBull	Kan være det er MS der sælger ud og tager profit
	10/11 14:58 af Solsen	Cup with handle er afløst af en dobbelt top. Det giver mig dårlige minder fra tidligere. Men mon ikke ASCO forventninger kommer til at vende trenden en dag :-)
	10/11 14:54 af Solsen	Nogle streger er overskredet og 2700 ligner næste stop.
	10/11 14:53 af troldmanden	køber ikke den med voldgiften. For der er nada nyt ude om den. det passer fint med de nye data
	10/11 14:52 af troldmanden	De data vi så på 1042/46 var ikke "super, super excited - very, very excited"
	10/11 14:52 af Riis7	Det voldsomt det der sker, nogen vil ud af Genmab, og de har travlt
	10/11 14:51 af Peter Panik	Der må jo være en årsag, som vi bare ikke har hørt til endnu..Aktien fik jo også tæsk de sidste par dage.
	10/11 14:50 af Bulder	gen1042 (link)
	10/11 14:49 af troldmanden	Over 6% fald uden relle nyheder på dagen. Sådan dage er der langt mellem
	10/11 14:49 af Bulder	gen1046 (link)
	10/11 14:47 af E L	they probably help them with it
	10/11 14:46 af E L	"Tempus has built the world’s largest library of clinical and molecular data, is a leader in the field of personalized medicine, and like Genmab, Tempus has a mission to improve the lives of cancer patients. We are looking forward to expanding our exciting partnership with them and to the possibility of discovering important new oncology targets and biomarkers. Jan van de Winkel, Ph.D., Chief Executive Officer of Genmab" (link)
	10/11 14:46 af anncba	Forkert chat - var til BAVA
	10/11 14:46 af Sukkeralf	in regards to GEN1046 i guess or maybe both checkpoint inhibitors
	10/11 14:45 af Sukkeralf	Yes Jan also talked about biomarkers at Morgan Stanley
	10/11 14:45 af E L	maybe the morgan stanley conf
	10/11 14:44 af anncba	Helge - var det ikke dem, der reducerede deres shortposition forleden fra 0,67 ish ned til 0,5?? Bare lige så folk ikke tror, der er kommet en ny shorter på banen.
	10/11 14:44 af E L	maybe someone remembers where he said that?

	10/11 14:44 af E L	on biomarker Jan recently said something like, you may narrow your market initially by using a biomarker, but if you then get really good results, you create your own market
	10/11 14:43 af E L	the clinical trial is also still sort of updated
	10/11 14:43 af E L	similar mind- i was wondering the same lol
	10/11 14:42 af Sukkeralf	yes but that never turned into something - maybe because Enapotamab was not good enough anyway. They have an abstract on AXL - does it meen that they are still interested in that target?
	10/11 14:42 af E L	he mentioned it somewhere this year as well, but can't remember where
	10/11 14:41 af E L	and one of the study enpoints for GEN1046 is Biomarkers
	10/11 14:41 af E L	no, not really. i remember they a had biomarker companion diagnostic for Enapotamab vedotin
	10/11 14:38 af Sukkeralf	Jan often mention that Kate Sasser and her team is doing a great job on biomarkers and a like - have we so far seen anything from an investors point that so far ?
	10/11 14:35 af Sukkeralf	but its a bit hard without the abstracts and even with them its almost imposible because you only get the overview and not the details
	10/11 14:33 af E L	so, yea, get your point
	10/11 14:33 af E L	correct. and to be clear; we really just finalised the part to get that right dose and check safety. expansion cohorts only just started
	10/11 14:31 af Sukkeralf	yes - so 2 PR could be achieved in a relative smaller number of patients where the dosing is right (still low though)
	10/11 14:31 af E L	that is how i understand it as well
	10/11 14:30 af Sukkeralf	that must meen that the active window probably is quite small and that both the low doses and the high doses will not give you the prober efficacy
	10/11 14:30 af E L	in respect to dosing , right?
	10/11 14:29 af Sukkeralf	The other thing I was thinking about is that Jan and Tahmadi have mentioned a couple of times is that these BsAbs often have bell shaped curves.
	10/11 14:28 af E L	i hope he will elaborate a bit on that this evening
	10/11 14:27 af Sukkeralf	yes but I was wondering if the oral presentation will give us some updated data - because Jan mentioned that they have seen activity in multiple cancers - and so far we only have 2 PR´s
	10/11 14:27 af Solsen	Lidt spøjst, at relativt små volumener rykker 300 point. Derfor tror jeg, at meget af forklaringen er pump and dump. Reelle ændringer i syn på aktien ville have udløst større omsætning.
	10/11 14:26 af E L	super, super excited - very, very excited > creates a bit of expectation lol ;-)
	10/11 14:25 af E L	But what I can tell you is that we have seen signals in multiple tumors. So we have to further explore probably which ones to pursue, but we are very, very excited about 1042.
	10/11 14:25 af E L	re-reading from Q2 call- Thanks Emily. I think what I can say is that we have submitted multiple abstracts to different conferences and also an abstract for GEN1042 for one of the conferences in the coming months. We haven't yet received feedback on whether it's accepted. But what I can tell you is that we are super, super excited about the data, the 1042, and I hope that you will share that sentiment with us once you see the data. It's a bit too early to comment on the exact tumors. But what I
	10/11 14:20 af GeorgeBest	Men nu er der access denied ser jeg...
	10/11 14:20 af GeorgeBest	Foerste link i gaar kl. 14:59 ogsaa de andre umiddelbart derefter
	10/11 14:18 af GeorgeBest	E L postede links i gaar eftermiddag
	10/11 14:16 af Sukkeralf	Synes ikke lige jeg har adgang til abstracts på SITC - nogle der kan komme ind og se dem?