Genmab — December 2022
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Godmorgen
Opdateret status oversigt for det Danske OMX C25 Index fra NordStock fredag d. 9. december - købs- og salgsignaler: https://www.proinvestor.com/boards/107957/ -
Volume på Genmab ADS var vist ekstraordinær høj i går - næsten 1.4 mill. omsat
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Ret vildt at tænke på at når Epco og Talquetamab bliver godkendte i løbet af næste år, vil der være 8 Genmab udviklede produkter på markedet. Hvad mon bliver nr. 9. Mim8 fra Novo??
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Enig GB. Det er vildt og imponerende.
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Positive Early Results of Mim8 Pave Way for Testing in Phase 3 Trials https://hemophilianewstoday.com/news/mim8-well-tolerated-early-study-paving-way-phase-3-hemophilia-a-clinical-trials/
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Exciting responses to bispecific epcoritamab for Richter's transformed CLL, which can be very tricky to treat https://twitter.com/eddie_cliff/status/1601717217082900480?s=61&t=XzZjo9n9cJC0DuYLqTWXUw
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Godmorgen.
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'New lease on life' for blood cancer patients as experimental therapy treats 73 PERCENT of patients in global clinical trials
The treatment targets recurring multiple myeloma, a type of blood cancer
More than 30 percent of trial patients saw all traces of their cancer disappear
Talquetamab work as well or better than similar multiple myeloma treatments https://www.dailymail.co.uk/health/article-11522823/New-blood-cancer-therapy-treats-seven-10-patients.html -
Raj Chakraborty
@rajshekharucms
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11 t
Although I am super excited about teclistamab combinations in earlier lines of therapy, 6.25% fatal AEs 2/2 infection in Dara-Tec-Len is concerning. Need to develop new strategies to mitigate infection risk such that greater efficacy is not neutralized by high tox https://twitter.com/rajshekharucms/status/1601652144410886150 -
oseph Mikhael
@jmikhaelmd
master presenter Ajai Chari presenting Talquetamab a bispecific antibody targeting GPRC5D. Amazing 74% ORR and even more remarkable low infection rates grade 3/4 at 17% and 12%. This is remarkable and may likely be the next bispecific and First GPRC5D available https://twitter.com/jmikhaelmd/status/1601640239877222403 -
Ben Derman
@bdermanmd
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11 t
Rub some ‘DRT’ on it. MajesTEC-2 with Dara/Len/Tec. ORR 93.5% in a less refractory population with high rates of CR (55%). No data on mrd negativity among the CR population. But definitely makes a case for combination strategies for teclistamabhttps://twitter.com/bdermanmd/status/1601652148151779328 -
MyelomaTeacher - Cindy Chmielewski
@MyelomaTeacher
Hope - for RRMM
https://twitter.com/MyelomaTeacher/status/1601641808064581633 -
Jim Omel
@IMFjimMYELOMA
More Than 70% of Heavily Pretreated Patients Taking Talquetamab for Multiple Myeloma See Responses That “Deepen Over Time” https://ajmc.com/view/70-of-heavily-pretreated-patients-taking-talquetamab-for-multiple-myeloma-see-responses-that-deepen-over-time-
via @AJMC_Journal
More exciting immunotherapy news from ASH. 70% response to a new myeloma cell surface target. https://twitter.com/IMFjimMYELOMA/status/1601748849156321280 -
Janssen Presents First Data from MajesTEC-2 Trial of TECVAYLI (teclistamab-cqyv) in Combination with DARZALEX FASPRO (daratumumab and hyaluronidase-fihj) and Lenalidomide in Relapsed or Refractory Multiple Myeloma https://www.janssen.com/janssen-presents-first-data-majestec-2-trial-tecvayli-teclistamab-cqyv-combination-darzalex-faspro
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Janssen Presents New Data for Talquetamab, a First-in-Class GPRC5DxCD3 Bispecific Antibody, Suggesting Durable Responses in Patients with Heavily Pretreated Multiple Myeloma https://www.janssen.com/janssen-presents-new-data-talquetamab-first-class-gprc5dxcd3-bispecific-antibody-suggesting-durable
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It's a while ago this was written 'Assuming epco gets approved, and 1 biontech duobody, then for these first 9 Genmab approved antibodies, 8 of them will be blockbusters, Kesimpta will be multiple blockbuster, Teclistamab, Talquetamab, Tepezza now are prognosed for >$4bn and Dara and Rybrevant >$5bn. That is just unheard of for a biotech.' but seems fully on track... maybe Mim8 will be #9 though, as GB suggested or even Inclacumab...
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