Genmab — Juli 2017
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God morgen :-9
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Ved en investorpræsentatione for nogle måneder siden sagde Jan, at telefonen hos Janssen var rødglødende, for der var så mange der ville lave kombinationer med Daratumumab. Umiddelbart er jeg en lille smule skuffet over der ikke sker mere - hvad tænker i andre ?
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LY3164530
LY3164530 is a bispecific anti-EGFR/cMET antibody generated by fusing an anti-EGFR single-chain variable fragment (humanized cetuximab sequence) to the N-terminus of the emibetuzumab heavy chain. LY3164530 binds and internalizes cMET and EGFR without agonistic activity. In a NSCLC xenograft model, LY3164530 showed better antitumor efficacy than combination treatment with emibetuzumab and cetuximab.32 A phase I clinical study is ongoing (NCT02221882).
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JNJ-61186372
The bispecific EGFR/cMET antibody JNJ-61186372 is a heterodimeric IgG1 composed of two units targeting EGFR and cMET.33 The cMET-binding IgG1 molecule is generated with a K490R mutation in the CH3 domain and the EGFR-binding IgG1 molecule is generated with a F405L mutation in the CH3 domain.
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With these IgG1 molecules, heterodimeric IgG is produced using the controlled Fab-arm exchange method.34 JNJ-61186372 inhibits tumor cell growth by the downregulation of both EGFR and cMET in combination with enhanced antibody-dependent cell-mediated cytotoxicity.33, 35, 36, 37 Patients with NSCLC with EGFR mutations are being recruited for a phase I clinical study (NCT02609776).
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Tja - mærkelig aktie. A/B handler mest med sig selv, og DK løber skrigende ud af aktien i dag. Er selv godt tanket op i GEN i den lange aktieskuffe, og mi
ne GEN er ikke til salg. -
@Pensionisten - ja, måske lidt/vel overdrevet, og det er ganske korrekt, at det er meget tyndt marked. Jeg er fundamental investor, og ser en god case. Forstår så ikke, hvorfor nogen overhovedet sælger i dette niveau. Det er så min strategi, og andre har selvfølgelig deres, alt respekt for det.
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