Genmab

	9/6 16:50 af transalp	Det bliver vist noget med en go hvidvin i aften.. såen 3% dag, må jo gi en promille..
	9/6 16:24 af Rondo	Håber du havde nok af dem @ Bulder ;-)
	9/6 16:11 af Bulder	Ligger lige nu 10,13
	9/6 16:10 af Bulder	Vil du ikke høre om mine, Helge, som opvarning til i aften? ;-) 29. marts for 2,3 kr og har holdt dem siden.
	9/6 16:01 af Rondo	mine er desværre smuttet igår.... men har da lidt x2 tilbage ;-)
	9/6 15:58 af Helge Larsen/PI-redaktør	;-)
	9/6 15:58 af Helge Larsen/PI-redaktør	Nu skal jeg igen i aften høre på sønnen og hans bullx7 :-;.
	9/6 15:57 af Bulder	Det blev ikke ringere af at us åbnede.
	9/6 15:53 af gdn55	Det går jo meget godt idag, indtil videre
	9/6 13:17 af henrik48	En dejlig stemning i dag…solen skinner og det eneste kedelige er gåsebiller…:-)
	9/6 12:32 af StockBull	Men det kan jo kun blive gætterie. Tror jeg vil handle efter vi får ny ATH i 3000-3500 området og der efter ny ATH kan genkøbes i 2500-3000 området
	9/6 12:31 af Mogan	@ StockBull. Tak for det. Stor hjælp til os, som ikke er skarpe til at time i f.h.t retracement, hvilket jo har koste os meget.
	9/6 12:31 af transalp	Plimsoller.. helt enig der... ;)
	9/6 12:20 af StockBull	(link) her lidt historiske ATH - retracement bunde samt gennemsnit % stigning / fald
	9/6 12:16 af StockBull	Statistisk set rykker Genmab 85% i snit fra bunden. Så hvis vi siger 1900*1.85´har vi ATH i kurs 3500. Herefter 30% retracement til kurs 2450 kr.
	9/6 11:03 af StockBull	Ja det er muligt den kan rykke i 3000 eller hvad ny ATH nu bliver i denne omgang inden evt.retracement.
	9/6 11:01 af Plimsoller	Imellem al den her FA og TA snak, så vover jeg pelsen og tror på at vi ender i plus i dag ;-)
	9/6 10:43 af StockBull	Ser ud til genmab er på vej mod ATH på den lange bane. Vi har dog lige et par TA signaler der skal ryddes af vejen. Kunne godt tænke mig og se brud af denne kanal som stadig er aktiv med risiko for en retracement (link)
	9/6 10:23 af henrik48	Tak for korrektionen…jeg undrede mig over dine kurser :-)
	9/6 10:23 af kkjoel	Jeg tror Genmab aktionærer skal glæde sig til de kommende ÅR ;-)
	9/6 10:18 af monzi	@TheNote tak for analyse
	9/6 10:07 af henrik48	Det lyder fint :-)
	9/6 09:17 af E L	yes, it is a shame she is sometimes difficult to understand, because she clearly knows her stuff... would like to hear her more often
	9/6 08:50 af Sukkeralf	This was the best CC performance from Judith - quite easy to understand this time. She also said something like “lets Call them what they are - DuoBodies” egen talking about JNJ bispecifics

	9/6 08:23 af E L	In the Goldman Sachs Fireside Chat Judith also talked about JNJ's efforts to put amyloidosis further on the map with education, awareness and earlier detection. She said something like, finally hope for an indication that used to be a graveyard. I still think this indication could surprise positively.
	9/6 08:19 af E L	like UBS, JPM also going above what they previously had in Januari, I think highest was 2600
	9/6 07:43 af Helge Larsen/PI-redaktør	Onsdagens aviser med Lundbeck, Demant og Parken (link)
	9/6 07:26 af bibob	Dejligt med lidt hævede kursmål fra de store. Varer nok ikke længe før de skal hæve igen ;-)
	9/6 07:24 af bibob	God morgen. :-)
	9/6 06:56 af Helge Larsen/PI-redaktør	Genmab/JPMorgan: Hæver kursmål til 2700 kr. fra 2500 kr. (link)
	9/6 06:16 af Helge Larsen/PI-redaktør	BTK: Så kom købssignalet i US biotech, trækker dansk biotek med op (link)
	9/6 06:14 af Helge Larsen/PI-redaktør	God morgen. :-)
	8/6 20:40 af Solsen	Det ser godt ud og de fremhæver at (Genmab) de to CD3 redirect bispecific er bedre end andre kendte ditto.
	8/6 20:38 af Solsen	DARZALEX to other CD3 redirectors as well.
	8/6 20:38 af Solsen	And if you recall, DARZALEX not only has activity obviously against multiple myeloma, but it has immune modulating activity. It does clear out some, like some Myeloid-Derived Suppressor Cells, it increases clonality. So we believe that combination where we’ve already yielded data, that it’s really effective and works better together. We’re going to really hammer on that and see how far we can take that as a regimen. And depending on how that goes, we may move those combination concepts with
	8/6 20:37 af Solsen	We see just excellent data. We see the tolerability as particularly good. We see the outcome as particularly good relative to other CD3 redirectors. And I want to mention one thing that's very important here is the going back to what I said at the beginning, we're creating regimens. So we have running right now a combination of the BCMA, CD3 Teclistamab with DARZALEX.
	8/6 20:34 af Solsen	“ We have as you've suggested other therapies, the CD3 redirectors, so teclistamab and talquetamab are very important products to us. This is a lot less burdensome for the patients and what we've been able to demonstrate so far and both of these by the way have breakthrough, teclistamab is breakthrough designation and both of them were moving forward very aggressively”
	8/6 20:32 af Solsen	From ELs link “I think we’re a company right now that’s incredibly, strongly committed to heading towards cure in multiple myeloma”
	8/6 20:29 af E L	yes gentogen, only in the arm where Dara was also used in induction. I think @peter has a good point, i was thinking similar, which is why i think we may need even longer follow up to make a conclusion (or maybe i just don't understand it lol)
	8/6 20:28 af Bulder	Så hvis der gives dara i induktion/konsolidering, vil det være oplagt at vedligeholde med len?
	8/6 20:26 af Bulder	Ja, hvis de ikke har fået dara forud, så er fordelen der.
	8/6 20:25 af E L	@Solsen and JNJ repeat it just now in the GS call (link) also more on amivantamab
	8/6 20:23 af gentogen	Se også her: (link)
	8/6 20:19 af peter12	Dara virker så godt i induktion at man ikke ser effekten i maintenance ?
	8/6 20:17 af gentogen	Hvis ellers jeg forstår det rigtigt, så er problemet, at Dara (indtil videre) kun var overlegen i den ene af to arme: CASSIOPEIA part 2 demonstrated a clinical benefit of DARA maintenance in TE NDMM pts, with significantly longer PFS for DARA vs OBS. With current follow-up, maintenance PFS benefit appeared only in pts treated with VTd as ind/cons. Pts who received D-VTd ind/cons with or without DARA maintenance achieved similar PFS; longer follow-up is needed for PFS2 and OS
	8/6 20:12 af Bulder	We need a head to head dara / len maintenance.
	8/6 20:09 af E L	but not based on the data from this trial. she may be right, but there is no data to back that
	8/6 20:06 af Bulder	No doubt that dara is better than OBS. But is it better than len? Not according to Shah.
	8/6 20:06 af E L	the most influential amivantamab MD moves to JNJ lol (link)
	8/6 19:59 af Bulder	Og tåles...