Genmab

	9/11 16:35 af Bulder	Det ser ud til at US sælger ud under stor omsætning.
	9/11 16:34 af GeorgeBest	Ser ud som om investorer havde forventet mere af SITC, eller er det overfortolkning af dukkerten vi ser nu…
	9/11 16:34 af Solsen	Epco is important in creating short term value.
	9/11 16:29 af E L	i am also thinking about the comments that were made on bio markers by Jan, maybe they could be used here in 1046 to improve results
	9/11 16:29 af Bulder	kursen får sig da lige en dukkert. vi er ellers uden for badesæsonen.
	9/11 16:27 af E L	i was just thinking, sometimes it is better to wait a bit and show better data... but then we complain as well because we aren't patient enough lol
	9/11 16:26 af Solsen	I think its still immature data. Dose escalation pts are difficult the get real good data on. We have to await more info I belive.
	9/11 16:26 af E L	the 3 research abstracts (link) (link) (link)
	9/11 16:24 af Bulder	100
	9/11 16:24 af Bulder	yes 110 mg for 1042 as well
	9/11 16:23 af GeorgeBest	For GEN1046 patient selection will be important. That means that biomarkers will be important as Jan already said in the Fireside Chat with Mathew Harrison. Probably a limited marked for GEN1046?
	9/11 16:22 af E L	both 100mg. 1042 & 1046
	9/11 16:20 af GeorgeBest	Bulder. Du mener vel 100 mg er valgt for GEN1042
	9/11 16:19 af E L	i am not really jumping up and down with excitement yet lol. let's see how Jan can turn this into something positive tomorrow...
	9/11 16:15 af Bulder	Er vi imponerede? Disease control, stable dsease og 2 partial responses. Det er nok i combo'erne at vi skal se noget der batter?
	9/11 16:12 af Bulder	Now we know that 100 mg is chosen dose for gen1046 :-)
	9/11 16:09 af E L	863 In vitro and in vivo studies establish DuoBody®-CD3xB7H4 as a novel drug candidate for the treatment of solid cancers (link)
	9/11 16:09 af E L	not that interesting for us
	9/11 16:06 af E L	786 Dose selection for DuoBody®-PD-L1×4-1BB (GEN1046) using a semimechanistic pharmacokinetics/pharmacodynamics model that leverages preclinical and clinical data (link)
	9/11 16:05 af Bulder	Alt least favorable safety profile, but modest responses.
	9/11 16:04 af E L	516 Peripheral and tumoral immune activity in the expansion part of the first-in-human DuoBody®-PD-L1×4–1BB (GEN1046) trial (link)
	9/11 16:02 af GeorgeBest	Conclusions DuoBody-CD40×4-1BB demonstrated biologic and early antitumor activity with a favorable safety profile in patients with advanced solid tumors. Expansion cohorts, including combination therapy with PD-1 inhibitors, are currently enrolling.
	9/11 15:59 af E L	493 First-in-human phase 1/2 trial to evaluate the safety and initial clinical activity of DuoBody®-CD40×4–1BB (GEN1042) in patients with advanced solid tumors (link)
	9/11 15:52 af troldmanden	Ja ligner et af de targets hvor branchen godt kan finde på at lukke det meste ned. Det sker ind imellem

	9/11 15:50 af Sukkeralf	Lader til at være et svært target
	9/11 15:50 af Sukkeralf	Mon ikke Janssens DuoBody mod samme target ligeledes ryger i skralderen før eller siden - der har jo tidligere været clinical holds
	9/11 15:41 af GeorgeBest	Novartis dumps 2nd bispecific from $2.6B Xencor pact, dealing further blow to hopes for blood cancer target (link)
	9/11 15:40 af Bulder	They have removed the general link to the anstract publications. So something is not working over there.
	9/11 15:38 af Bulder	så der burde være expansion-data i hvert fald for dette studie.
	9/11 15:38 af Bulder	fordrev tiden med at kigge på titler igen. For gen1046 hedder den "Peripheral and tumoral immune activity in the expansion part of the first-in-human DuoBody®-PD-L1×4-1BB (GEN1046) trial"
	9/11 15:21 af Bulder	E L now we need your hacking skills.
	9/11 15:19 af Bulder	Funny, the ePoster site is working. But ePosters are not available before Friday. :-D
	9/11 15:13 af Bulder	It's always a bit of a jungle.
	9/11 15:12 af E L	yes, never understand why they make it so hard to find these abstracts! just post a simple working link ffs..
	9/11 15:08 af Bulder	... linket til sitc abstracts
	9/11 15:07 af Bulder	Får I også page not found når I klikker på linket?
	9/11 14:49 af Bulder	Nå, peak'en forleden på opjusteringen var forbigående. Hverdagen (voldgiftsusikkerheden) har meldt sig igen.
	9/11 14:49 af E L	the slides read 'Phase 2 trial of BNT311 as monotherapy and in combination with pembrolizumab in R/R metastatic NSCLC expected to start in Q4 2021'
	9/11 14:48 af E L	(link) slides
	9/11 14:28 af GeorgeBest	Yes agree
	9/11 14:27 af E L	after all, we have already seen that trial on (link)
	9/11 14:27 af E L	I think that may be a typo in their release? shouldn't that be the fourth quarter of 2021 instead of 2022.
	9/11 14:20 af GeorgeBest	BioNTech Q3 ude. GEN1046 fase 2 combo med Pembro startes i Q4. 2 PR opnået i GEN1042 (link)
	9/11 13:09 af Bulder	Linket igen (link)
	9/11 12:59 af Bulder	Iøvrigt giver artiklen også en forklaring på hvorfor det 3. boosterstik er en god idé, ikke kun for MS-patienter, men for alle.
	9/11 12:57 af Bulder	Det ser ud til at forklaringen ligger i den lave sc-dosis (som så skal gives oftere), som ikke slår så mange B-celler ihjel, som f.eks. ocrelizumab.
	9/11 12:55 af Bulder	I går var gentogen så venlig at linke til en artikel i Medscape, som fra Ectrims beretter, at ofa ikke i samme grad som ocrelizumab og rituximab mindsker effekten af covid-vacciner. Hvis man ikke allerede har gjort det, kan det anbefales at lade sig registrere og læse hele artiklen.
	9/11 12:17 af E L	the only revenue for Bolt Biotherapeutics seems to come from Genmab 'Revenue in 2021 was generated from services performed under the R&D collaboration with Genmab.' total revenue was $752.000. (link)
	9/11 12:03 af Plimsoller	God morgen :-)
	9/11 07:59 af Helge Larsen/PI-redaktør	Asien: Markeder i rødt oven på mandagens Fed-rapport (link)