Genmab

	2/11 19:05 af Darvin	Alt for tidligt at bekymre sig om TIVDAK. Lad os se 1line kombi med Keytruda og Chemo. Behovet er klart
	2/11 17:45 af E L	and then there is offcourse the chance (hope?) they can take it into other tumor types
	2/11 17:43 af E L	we will have to see how the combi studies will go and if they get into earlier lines, but that is where the money is
	2/11 17:42 af E L	So frontline cervical cancer, the standard of care is a combination chemotherapy with or without bevacizumab. The recent reveal of KEYTRUDA as an addition to that combination adds another layer of drug but actually produces a much better outcome. So when you think about how to move into a frontline space and create a regimen that is competitive, that is potentially better than the various current standards of care, we see with TIVDAK as the sort of backbone of that regimen.
	2/11 17:41 af E L	Seagen seems a bit more optimistic. from the Q3 call: (link)
	2/11 16:25 af Bulder	Leerink reduced its forecast for peak revenues for Tivdak from nearly $1.8bn to just over $1.3bn. Sellside consensus compiled by Evaluate Pharma has the product selling $372m in 2026. samme link
	2/11 16:24 af Bulder	According to the label, an ophthalmic examination is mandated for patients before every dose, and as clinically necessary. These could prove cumbersome for some patients, especially since ophthalmologists tend to be non-hospital based, and could limit uptake of Tivdak. (link)
	2/11 16:22 af Bulder	... men der er jo denne her black box warning
	2/11 16:19 af Bulder	Novod har snakket om peaksale 1,35 mia $
	2/11 16:11 af Hamming	Enig
	2/11 16:09 af Solsen	Tvivler på vi ser blockbuster de første år og måske aldrig.
	2/11 15:59 af Hamming	Nu havde man måske håbet på et lidt mere hidsigt uptake.
	2/11 15:58 af kkjoel	Ja, jeg er altså osse imponeret. Et sjældent klarsyn... ;-)
	2/11 15:28 af Hamming	Tjek slide 9. Ikke et voldsomt imponerende q3 salg at Tivdak , selvom der er tale om lidt over en uge.
	2/11 15:27 af Hamming	(link)
	2/11 13:23 af E L	ADC Therapeutics Q3 comments on Camidanlumab: Complete 12-month follow up of Phase 2 trial in relapsed or refractory Hodgkin lymphoma in the first quarter of 2022. Report preliminary results for the Phase 2 trial in Hodgkin lymphoma in the first half of 2022. Complete dose finding for Phase 1b solid tumor trial in combination with pembrolizumab.
	2/11 12:21 af Solsen	Vi skal nok blot have epco i front med forventet ansøgning om approval i 2022.
	2/11 12:20 af Solsen	…og glæder mig til 3600 kr
	2/11 12:19 af Solsen	Jeg skal nok huske det ;-)
	2/11 11:19 af Legolas23	Jeg tænker, at brud af 3000 og 3100, som er toppen vil udløse en yderligere stigning, hvorefter TA-guruer vil pege på CWH´n og sige:"vi sagde det nok".
	2/11 11:14 af E L	Legend Biotech and Johnson & Johnson have been hit by an FDA delay for their cell therapy blood cancer hopeful cilta-cel / CAR-T . (link)
	2/11 10:32 af Solsen	Cup with handle er et TA udtryk. Har læst lidt på det. Tilbagefald skulle max være 40% mellem top og bund i formationen - her falder den udenfor. Længden i bunden min 7 uger, når den måske heller ikke. Men lad os tro på det ;-)
	2/11 10:24 af concillado	cwh?
	2/11 10:11 af Legolas23	@Solsen jeg mener at en cwh skal have lige store sider, så kan argumentere for det, har du ret. Jeg tror på det ;-)

	2/11 09:02 af Solsen	Er det en cwh, der nærmer sig sin afslutning, vi ser i Genmab ?
	2/11 08:14 af Helge Larsen/PI-redaktør	Asien: Blandede markeder med afventende investorer (link)
	2/11 08:10 af Plimsoller	God morgen :-)
	2/11 07:53 af Helge Larsen/PI-redaktør	Tirsdagens aviser med Bavarian, Coloplast og Pandora (link)
	2/11 07:43 af Helge Larsen/PI-redaktør	God morgen. :-)
	1/11 14:42 af Solsen	Good partners Genmab have. We must be satisfied with oral presentaion of Gen1042.
	1/11 14:40 af Solsen	Yes…
	1/11 14:40 af Solsen	(link)
	1/11 14:39 af Sukkeralf	Also Immatics
	1/11 14:39 af Sukkeralf	thanks
	1/11 14:37 af Solsen	Biontech got a late breaker (link)
	1/11 14:02 af E L	thursday is what we are really waiting for , with ASH abstracts, Abstracts available online November 4, 2021 at 9:00 a.m. Eastern time
	1/11 13:56 af Bulder	no nothing from genmab
	1/11 13:55 af Bulder	no late breaker is also out see link 12.26
	1/11 13:54 af E L	yes, but as Bulder noted, they are there already now, don't see anything genmab related
	1/11 13:54 af Sukkeralf	okay so its late breaker kl 13 right ?
	1/11 13:52 af E L	we had the regular abstract titles for a while now, they only release late breaking abstract titles today. don't expect any for Genmab. Full abstract release next week, Nov9
	1/11 13:52 af Sukkeralf	Konkurrent til Gen1046
	1/11 13:52 af Sukkeralf	(link)
	1/11 13:32 af Sukkeralf	To poster præsentationer af GEN1046 og en oral præsentation af GEN1042, så vidt jeg lige kan se
	1/11 13:26 af Bulder	Ser ud til de allerede er ude nu (link)
	1/11 10:48 af Sukkeralf	SITC abstract titles er vist ude kl 13 i dag
	1/11 08:11 af transalp	Go morgen.. :)
	1/11 08:04 af Helge Larsen/PI-redaktør	Mandagens aviser med Novo Nordisk, GN og Netcompany (link)
	1/11 08:01 af Helge Larsen/PI-redaktør	Asien: Stor stigning i Tokyo på politisk stabilitet (link)
	1/11 07:50 af Helge Larsen/PI-redaktør	Asian Markets Mostly Higher (link)