Genmab

	31/3 09:24 af E L	A: Ugur Sahin Yeah, the trimer formation is - indeed the trimer formation is important for the conditional activation of the 4-1BB and with 100 microgram we have the sweet spot of PD-L1 or PD-1 blockade, plus trimer formation in a sufficiently long time. So we exploit here the optimal activation or functions of both arms of the antibody. And this is also in line with objective responses that we have observed with this component which are - which seem to be associated with this dose window.
	31/3 09:24 af E L	Q: And then maybe on your PD-L1x4-1BB bispecific, Genmab mentioned one of the reasons they selected the 100 million [ph] dose, they wanted to have optimal trimer formation. And that kind of translates to about 60% to 70% occupancy for the PD-L1. How important is that formation of a trimer and why not target a higher PD-L1 occupancy from an efficacy perspective? Thank you.
	31/3 09:23 af E L	For BNT312, which conditionally targets CD4 Gen 4-1BB, we plan to present data from the ongoing Phase 1/2 trial in the second half of 2021. In addition, an extract [ph] highlighting preclinical data for BNT312 has been accepted for presentation at the upcoming ASCR meeting. The abstract [ph] describes the mechanism of action of conditional CD4 and 4-1BB activity to induce dendritic cell maturation and enhancement of T-cell activation and effector function.
	31/3 09:23 af E L	Given the unmet need for improved checkpoint immunotherapies, we remain very encouraged by the results presented at last year's SITC [ph] conference and seen to date and believes the product has significant potential across multiple oncology indications. We look forward to moving this program forward with Genmab.
	31/3 09:23 af E L	Moving to our next-generation checkpoint immunomodulators program, which is partnered with Genmab. We expect to present a data update in the second half of 2021 for the first-in-human Phase 1/2 trial of BNT311, also called GEN1046. BNT311 conditionally targets PD-L1 and 4-1BB and has the potential to be first in class.
	31/3 09:22 af E L	BioNTech SE (BNTX) CEO Ugur Sahin on Q4 2020 Results - Earnings Call Transcript (link)
	31/3 06:51 af Helge Larsen/PI-redaktør	Volkswagens navneskifte i USA var blot en tidlig aprilsnar - GENT (link)
	31/3 06:49 af Helge Larsen/PI-redaktør	Onsdagens aviser med Ørsted, Sydbank og Coloplast (link)
	31/3 06:45 af Helge Larsen/PI-redaktør	Asien: Første månedlige tab siden oktober (link)
	31/3 06:44 af Helge Larsen/PI-redaktør	God morgen. :-)
	30/3 17:50 af StockBull	Hvis dit lykkepunkt er 2000 må du hellere sætte stop loss lidt over :-)
	30/3 17:48 af gdn55	Genmab er både den bedste og værste i min portefølje, men det skyldes måske jeg kun har den. Lovede mig selv at hvis den nogensinde kom i kurs 2000, ville jeg sælge og leve lykkeligt resten af mit liv. Men det har jeg ikke gjort, det er ligesom en god ven at sige farvel til, det er svært.
	30/3 17:29 af Bulder	HRZN op 8%+
	30/3 17:25 af E L	i think we may have to wait until Tuesday; it looks as if no fund manager wants to show Genmab on it's books for quarter end lol, hopefully they will come back for Q2
	30/3 17:18 af Bulder	Så gik NBI i grønt på min skærm, men det er nok en fejl.
	30/3 17:16 af Solsen	Surely. I think they where a little cautiously about Tapezza due to covid-19 obstracles.
	30/3 17:12 af E L	that looks like a fair calculation.
	30/3 17:07 af Bulder	If Kesimpta sale is $200 million, Genmab will get more than DKK 600 million in royalty together with Tepezza.
	30/3 17:01 af Solsen	+o :-)
	30/3 16:59 af Solsen	God investments are always welcome;-)
	30/3 16:56 af JørgenVarnæs	Don’t mention excess cash flow - Jan will just spend the money immediately
	30/3 16:53 af E L	anyway, i think we concluded here in the chat that that was too low
	30/3 16:52 af E L	lol
	30/3 16:52 af E L	they did not explicitly split that but said 'DKK400 million to DKK600 million relates to TEPEZZA and Kesimpta. And as you just highlighted, this represents 40% growth compared to 2021.' in the call

	30/3 16:52 af Solsen	Havde de ikke Tapezza og Kesimpta slået sammen til 5-700 mln
	30/3 16:45 af Bulder	Kan nogen huske hvor meget Tepezza royalty Genmab havde med i guidningen for nylig? Med HRZN's forventning på over 1,275 mia$ kommer det til at indbringe ½mia DKK.
	30/3 16:33 af E L	i am actually a bit surprised by Jan's comment that it could be the fastest MS launch, as I had the impression it wasn't going that smooth...
	30/3 16:32 af Solsen	Horizon er dagens lyspunkt. Og så det gode vejr ;-)
	30/3 16:29 af Solsen	GSK was a nightmare !
	30/3 16:07 af AaBforever	NBI rammer nu laveste niveau siden start dec 20:-(
	30/3 15:39 af E L	'Multiple sclerosis drug Ocrevus has been hailed as the most successful launch in Roche's history, earning blockbuster status in its first 12 months on the market.'
	30/3 15:13 af E L	ie what was the previous fastest MS launch? and how much did they do in their first year?
	30/3 15:12 af E L	So , if Jan says that Kesimpta launch process is already in full swing in the US - and things are going really well, and says that right now, it looks like the launch of Kesimpta is well on its way to becoming one of the fastest launches of a drug in multiple sclerosis,; does that give us an idea of size?
	30/3 14:42 af StockBull	Ja ca. 450M kr til Genmab på den konto - minimum
	30/3 14:39 af Solsen	Nasdaq og sikkert også NBI står til sædvanlige tæsk.
	30/3 14:38 af Solsen	De når mindst $1bn på tre kvartaler ;-)
	30/3 14:36 af gdn55	Forventet eller ej.I ngen indflydelse på kursen? Jo den falder.
	30/3 14:26 af StockBull	Super - mon man kan forvente en ketchup effekt i Tepessa salget - tror det
	30/3 14:10 af Solsen	Nice. We have waited long for that announcement.
	30/3 13:38 af E L	Horizon Therapeutics plc to Resupply Market With TEPEZZA® (teprotumumab-trbw) for the Treatment of Thyroid Eye Disease (TED) Beginning in April (link)
	30/3 13:29 af E L	and by the time it comes, they'll say 'yea, but it was included, right' ;-)
	30/3 13:28 af E L	patience is a virtue....
	30/3 13:26 af Bulder	So nothing at asco.
	30/3 12:52 af E L	in BioNTech results: BNT311/GEN1046 – Data from a first-in-human Phase 1/2a trial of BNT311 (PD-L1x4-1BB) in 61 heavily pretreated patients with advanced solid tumors was presented at the SITC conference in November 2020. We expect a data update from this trial in the second half of 2021. BNT312/GEN1042 – We expect first data disclosure from the Phase 1/2a trial of BNT312 in solid tumors in the second half of 2021.
	30/3 12:48 af Doublo	Pensionisten. nej men den linje man lige ser: Godkendelse som ventet - vil ikke påvirke aktien.
	30/3 12:46 af Helge Larsen/PI-redaktør	Aktier/middag: Mærsk går frem efter sats på medicin i småsurt marked: (link)
	30/3 12:43 af E L	(link)
	30/3 11:26 af StockBull	Blackrocks seems to be increasing so it does not look like its the bigger players thats dumping Genmab
	30/3 11:24 af StockBull	Interesting. Recon its the total they each have in a number of ETFs. Because Blackrock have multiple ETFs that contain Genmab shares
	30/3 11:23 af E L	Jan van de Winkel , including Warrants Exercisable and RSUs to be Settled Within 60 days 687,862 or 1.05%