Genmab

	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...
	8/6 19:59 af E L	I am not sure you can conclude that Len is better then Dara based on that really..?.Just that Dara does not outperform vs observation (-yet? possibly with longer follow up?)
	8/6 19:58 af Solsen	Det virker til at kunne blive rigtigt gode responses. Spørgsmålet er blot om det kan helbrede.
	8/6 19:56 af Bulder	Men vi skal åbenbart ikke regne med noget særligt i vedligehold.
	8/6 19:47 af Bulder	Det bliver jo allerede testet i r/r, så hvis det går godt står vejen åben til 1. linje
	8/6 19:31 af Solsen	Mon JNJ vil prøve, at kombinere dara med de to nye duobodies i håb om “cure” af MM i first line. Husker Peter Lebowitz udtale for over et år siden, at de mente, at have stofferne til det ...
	8/6 19:19 af Bulder	Tak GB. Så det ER len, der er problemet, ved simpelthen at være bedre end dara.
	8/6 18:59 af GeorgeBest	Nina Shah on Talquetamab (link)
	8/6 18:58 af GeorgeBest	Nina Shah on dara maintenance (link)
	8/6 18:49 af lahn1	Godav mand økseskaft :D
	8/6 17:48 af Bulder	Why? Is that because they compare with observation and not lenalidomide?
	8/6 17:26 af E L	they sure do... that Cassiopeia data does not seem to be taken very positive for dara maintenance from what i read so far...
	8/6 17:18 af Solsen	(link) cCilta cel har imponerende effekt. Men nogle pts dør af sideeffects. Så imgen trussel i de tidlige linier. Men JNJ kommer til at sidde tungt på MM.
	8/6 17:11 af E L	cilta-cel looks really good , doesn't it....
	8/6 16:59 af Rondo	@troldmanden hvilket firma venter vi på ?
	8/6 16:58 af Rondo	@ TheNote......takker