Genmab — Maj 2020
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Antitumor Activity of Amivantamab (JNJ-61186372), an EGFR-cMet Bispecific Antibody, in Diverse Models of EGFR Exon 20 Insertion-Driven NSCLC https://cancerdiscovery.aacrjournals.org/content/early/2020/05/15/2159-8290.CD-20-0116?sf122466357=1 full article via sic-hub
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Der kan være mange penge i covid-19-aktier https://www.marketwatch.com/story/sorrento-therapeutics-stock-soars-on-massive-volume-after-upbeat-report-on-covid-19-antibody-experiment-2020-05-15?siteid=yhoof2&yptr=yahoo sindsygt på preclinical resultater
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Det er helt ude i hampen.
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Antitumor Activity of Amivantamab (JNJ-61186372), an EGFR-cMet Bispecific Antibody, in Diverse Models of EGFR Exon 20 Insertion-Driven NSCLC https://cancerdiscovery.aacrjournals.org/content/early/2020/05/15/2159-8290.CD-20-0116
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Rapid response to single agent daratumumab is associated with improved progression-free survival in relapsed/refractory AL amyloidosis https://www.tandfonline.com/doi/abs/10.1080/13506129.2020.1765768?journalCode=iamy20
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Geoff Oxnard likes the Amivantamab article https://twitter.com/geoff_oxnard/status/1261456793462398976?s=21
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New Data on the Pharmacokinetic Profile of TEPEZZA
(teprotumumab-trbw) Reinforce the Labeled Dosing Regimen, Indicating a Positive, Consistent Response to Therapy https://www.biospace.com/article/releases/new-data-on-the-pharmacokinetic-profile-of-tepezza-teprotumumab-trbw-reinforce-the-labeled-dosing-regimen-indicating-a-positive-consistent-response-to-therapy/ -
spændende artikler GeorgeBest !! hentede lige graferne for linket 6:37 under data fanen og effekten ser jo imponerende ud
Hvor meget ejer Genmab af JNJ-61186372 ? -
Ca 10% royalties på salget
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Online investormøde: https://www.proinvestor.com/index.php?p=debat_1&postid=84274
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Tak
Det var ikke så meget igen, hvad skyldes dette er alle JNJ midlerne kun basseret på Genmabs platform og jnj har det aktive stof eller hvordan hænger de aftaler sammen ? -
Amviantamab was created under a collaboration between Genmab and Janssen Biotech, Inc. using Genmab’s DuoBody
technology. The two antibodies used to create Amviantamab were both created by Genmab. -
okay fandt det selv, det må være en aftale indgået meget langt tilbage med kniven for struben, hvis det er Genmabs platform og antibodies...
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JNJ og Genmab indgik en aftale hvori JNJ havde retten til at vælge 20 prekliniske antibodies. Da begge ben i Amivantamab er udviklet af Genmab, er royalty satsen højere i denne, end i nogle af de andre JNJ duobodies, hvor kun et ben stammer fra Genmab...
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her er den første aftale fra 2012, der senere er udvidet https://ir.genmab.com/news-releases/news-release-details/genmab-enters-broad-collaboration-janssen-biotech-inc-duobody/
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Ahh det ringer faktisk en klokke, okay det er ikke den fedeste royalty sats, men det er jo fedt der kommernoget kød på casen og jeg kan se man spå at nclc markedet stiger til 10+ billlion $ så 10% kan selvfølgelig blive sjovt alligevel hvis de kan nuppe en god bid
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*NSCLC
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I betragtning af at Genmab kun har haft prekliniske udgifter, så tror jeg faktisk det er en god royalty%
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