Genmab

	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.
	1/10 14:40 af Bulder	Mon vi får Q&A inden sitc?
	1/10 14:37 af Solsen	Men det er jo ikke mere håndfast end at jeg sagtens kan tage fejl ;-)
	1/10 14:37 af Solsen	Mener også at have fornemmet at JW har taget lidt fokus fra 1046 ved ikke hele tiden at fremhæve denne.
	1/10 14:34 af Solsen	Gættede vi ikke for flere måneder siden at netop 1042 blev meget omtalt positivt i en artikel, som egenligt var omkring epco og glofi. Mener det var tidsskrift for læger eller lignende. Fra Rigshospitalet ?
	1/10 14:34 af E L	wel 1042 is 1 oral, but 1046 is 2 posters so maybe that equals it out a bit lol
	1/10 14:34 af Bulder	Bare 1046 ikke bliver en skuffelse.
	1/10 14:32 af Solsen	Lidt provokerenden :-)
	1/10 14:30 af Bulder	xplain solsen

	1/10 14:28 af Solsen	I didnt :-)
	1/10 14:28 af Bulder	so did I
	1/10 14:27 af E L	I had expected it the other way around really, thinking that 1046 seems a bit further
	1/10 14:19 af Bulder	That 1042 is the most promising?
	1/10 14:19 af Bulder	What can we deduce from the fact that 1046 is a poster only and 1042 minioral?
	1/10 14:10 af E L	Genmab Announces Abstracts Evaluating Investigational Solid Tumor Therapies to be Presented at the Society for Immunotherapy of Cancer’s 36th Annual Meeting (SITC 2021) (link)
	1/10 10:15 af Bulder	Ok thx
	1/10 09:57 af E L	@Bulder I am going under the assumption that they will sell in Europe. Never heard the opposite, trials included European trial sites. Don't know why they haven't filed yet, maybe the production issues last year were an issue, maybe they wait for the subcutaneous version?
	1/10 09:21 af Bulder	Don't they plan to sell it at all in Europe?
	1/10 09:18 af E L	i asked Horizon: 'Am I correct you have no sales factored in for Europe yet on your Tepezza peak sales estimates? You state peak US >$3B and ex-US >$500M. Yet you also state a >$500M Opportunity Outside the US and Europe and >$3.5B Global. That doesn’t make sense unless you have a 0 Europe target?' Answer: 'Thank you for your question. Yes, the >$500M is outside of Europe, so assumes $0 in Europe.'
	1/10 09:09 af Bulder	:-D
	1/10 09:04 af E L	waiting for the first newspaper to write 'Kempen downgrades from 3500 to 3350' :-D
	1/10 09:03 af Bulder	Nu har de korrigeret til 3350
	1/10 09:00 af Sukkeralf	nice
	1/10 08:59 af E L	changes in the epcoritamab combo trial; 2 new arms, 1 for new patients with rituximab and lenalidomide and 1 for epco maintenance. Enrollment population increase from 130 to 270 (link)
	1/10 08:59 af Sukkeralf	3350 er da også fint :-9
	1/10 08:58 af Bulder	Genmab/Kempen: Hæver kursmål til 3500 kr. fra 2800 kr. - skriver marketwire, men inde i artiklen skriver de 3350.
	1/10 08:57 af E L	exactly. looking forward to that mim8 data!
	1/10 08:55 af Sukkeralf	No its kind of what they need to say - at least new patients would prefer a new and better drug
	1/10 08:51 af E L	thanks. that isn't a very strong defence i would say lol.
	1/10 08:26 af Sukkeralf	E L - in the Medwatch article the main focus is that Hemlibra does a good job and more importantly the patients are very loyal.
	1/10 08:22 af Helge Larsen/PI-redaktør	Stærk dollar luner hos flere danske selskaber (link)
	1/10 07:26 af Helge Larsen/PI-redaktør	Fredagens danske avisuddrag med Lego, Coop og Coolshop(link)
	1/10 07:23 af Helge Larsen/PI-redaktør	Aktier/september: Godt den er overstået (link)
	1/10 07:16 af Helge Larsen/PI-redaktør	Asien: De japanske aktier bløder - mens Kina holder lukket (link)
	1/10 07:15 af Helge Larsen/PI-redaktør	God morgen. :-)