Genmab

	20/3 10:43 af Bulder	The epco data in the table from ash is a snapshot from July 6.
	20/3 10:34 af E L	i am not sure if this Glofitamab data is new after ASH; it says data cutoff August 3 2020, have to look into it
	20/3 10:15 af Bulder	So all in all, efficacy not worse, safety better, and sc convenience. My opinion.
	20/3 10:13 af Bulder	ORR was 100% at the 48 mg dose (epco)
	20/3 10:10 af Bulder	But fewer pts in the epco abstract from ash
	20/3 10:09 af Bulder	ORR seems to be similar (link)
	20/3 10:06 af Bulder	E L do you remeber efficacy on epco?
	20/3 10:05 af Bulder	Jeg kan ikke lige huske, hvad epco præsterer på effekt-siden, men havde ingen CRS over grade 2 (link)
	20/3 09:56 af E L	it was march OPEX yesterday, Quadruple witching, in a FED week, whole market saw large volumes.
	20/3 08:47 af Helge Larsen/PI-redaktør	God morgen. :-)
	20/3 08:29 af JørgenVarnæs	Imponerende data
	20/3 00:12 af GeorgeBest	(link)
	20/3 00:11 af GeorgeBest	Glofitamab, a Novel, Bivalent CD20-Targeting T-Cell–Engaging Bispecific Antibody, Induces Durable Complete Remissions in Relapsed or Refractory B-Cell Lymphoma: A Phase I Trial
	19/3 23:09 af Bulder	Volumen var især voldsom i de sidste minutter, hvor der tilsyneladende blev solgt ud.
	19/3 22:36 af ungeee	@Pensionisten. Fredag GEN 2200 holdt ikke. Jeg satser dog på de 2200 først i næste uge. TRYG er nu overstået, hvilket jeg også tænker ZEAL mærkede i dag. Hvis GEN er mere rentefølsom end jeg egentlig tror OG hvis renten stiger meget næste uge, bliver de 2200 måske alligevel svært - men Carpe Diem :)
	19/3 22:09 af w	Voldsom omsætning i US noteringen.
	19/3 21:42 af AaBforever	Men måske et tegn......who knows....what to come?
	19/3 21:36 af AaBforever	Pensionisten..ved det godt....har været med i mange år. Var bare et sjovt lille kuriosum efter så meget negativt den sidste tid. Kursen landede jo hvor den gjorde????
	19/3 21:07 af E L	(link) Genmab @Genmab Genmab is proud to be a sponsor of @SGO_org ’s virtual annual meeting on Women’s Cancer. Visit our virtual booth at (link)
	19/3 19:18 af bikube	Selv om jeg læste korrektur, inden jeg sendte, er der alligevel en fejl. Det er Multipel Sclerose, det er godkendt til.
	19/3 18:52 af bikube	JnJ har fået FDA godkendelse af Ponesimod mod RS. Er det mon en direkte konkurrent til OFA.
	19/3 18:49 af AaBforever	I starten af luk-auktionen fra buddet 3635???
	19/3 18:19 af Helge Larsen/PI-redaktør	Fredagens aktier: Bavarian og Netcompany til tops på coronahåb (link)
	19/3 15:46 af Vitus	Ingen interesserer sig for Genmab idag....al interesse ligger hos Bavarian...

	19/3 11:24 af Sukkeralf	We just need BergenBio to show the way for AXL - and then some small obscure biotech can licence Enapotamab for some smaller indications
	19/3 11:23 af Sukkeralf	The same goes for the IL8 compound - but it still has a long way to go. But still alive and kicking
	19/3 11:19 af E L	@Sukkeralf who knows what they'll make from Enapotamab years from now ;) Teprotumumab was also thought to be dead... you have to be a bit lucky as well when someone else develops your oldies ;)
	19/3 11:17 af JørgenVarnæs	In turn, for investors that means catching the programs around the time we see efficacy in phase 1/2
	19/3 11:15 af E L	i agree
	19/3 11:11 af JørgenVarnæs	But times have changed - I don’t believe we will see phase 3 programs fail as epicly as we did 10 years ago with ie zalutumumab. Today it is more a question of bringing the programs to market before the competition
	19/3 11:09 af JørgenVarnæs	The great thing about a diversified portfolio is the ability to soak up the shock effect from these failures.
	19/3 11:08 af Optimistus	@Stockbull 01:44, så havde M.Lykketoft måske alligevel ret dengang (-:
	19/3 11:07 af E L	(is that even a real term, realistically optimistic, or did i just make that up lol)
	19/3 11:06 af E L	I think it is fair to expect a few failures in the years to come, like Enapotamab failed. The art will be to detect them early before they cost too much... disappointments happen, but Genmab's hit-ratio is high so far, making me realistically optimistic
	19/3 11:05 af Sukkeralf	Agree - but at least zalu lives on in Amivantamab
	19/3 11:00 af JørgenVarnæs	But I’m guessing the real lesson was Zalu falling flat on it’s stomach - hope we will not see similar things with the programs we retain ownership over in the years to come
	19/3 10:54 af E L	well then let me say it in a different way, the buyer probably made a lot of money...
	19/3 10:43 af JørgenVarnæs	...there is a hole in that business model, but I can’t seem to put my finger on it....
	19/3 10:41 af JørgenVarnæs	Purchase price usd 240m - sales price usd 10m....
	19/3 10:38 af JørgenVarnæs	In the end, I think the whole thing was written off - and the sales amount was very close to zero. The real cost was the diversion from the core business of Genmab - development of new drugs
	19/3 10:36 af Plimsoller	True, but along the way between then and now, it could have resulted in bankruptcy. It is forgotten :-D
	19/3 10:27 af E L	seriously; had they been able to hold on to that factory, they would have probably made a lot of money on it now.... but let's forget that quickly again ;-)
	19/3 10:26 af E L	@Plimsoller blocked ! ;-)
	19/3 10:17 af Plimsoller	E L. Should Genmab help them and buy a .... :-)
	19/3 10:13 af Helge Larsen/PI-redaktør	Spørgsmål til Q&A er meget velkommen. :-)
	19/3 10:02 af E L	yep. really will depend on production...
	19/3 10:01 af JørgenVarnæs	Wow - look at that range on the 2021 revenue expectations!!
	19/3 09:59 af E L	also hoping to get Tepezza production back up in the next few weeks.... (link)
	19/3 09:59 af JørgenVarnæs	Would be nice with some real news. GEN has not been pampering us lately...
	19/3 09:57 af E L	and we must be really close to the EC approval of Kesimpta and Dara amyloidosis