Genmab — December 2019
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Fra Børsen i dag ""Trods en byge af opmuntrende data fra selskaber, der udvikler Car-T BCMA, BCMA bispecifikke antistoffer og nye anti-CD38 rettede stoffer, så efterlader de opdaterede Darzalex-data sammen med potentialet med en subkutan version og stoffet Hexabody CD38 Genmab i en stærk konkurrencemæssig position,"
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Præcis JKY. Genmab kom - så og sejrede.:-)
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Jep, Jans begejstring og selvtillid fejler ikke noget. ""Vores program er hundrede gange mere potent end stoffet fra Regeneron og to til fire gange mere potent end det bedste program fra Roche. Der er overvældende interesse fra hele verden for at få adgang til det program."
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Forty Seven also got a boost, as positive data from its first-in-class candidate against its namesake target- CD47- helped add 80% to the company's market cap. The data add an important proof of concept to the hypothesis of unmasking the so-called 'don't eat me' signal from cancer cells to drive their destruction by macrophages- a fundamental part of the company's foundational technology.
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But Bernstein's Ronny Gal was pessimistic over the progress of the antibodies in multiple myeloma (MM), noting that the levels of cytokine release syndrome (CRS) management required for both CC-93269 and REGN5458 could mean that the modality "is not categorically safer than CAR-T," potentially limiting its uptake into earlier lines of therapy.
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