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  4. Genmab — Oktober 2023

Genmab — Oktober 2023

Planlagt Fastgjort Låst Flyttet Genmab
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  • L Offline
    L Offline
    lahn1
    wrote on sidst redigeret af
    #1457

    Det ku' se sort ud hvis Jan disker op med flere RD omkostninger end markedet regner med 😕

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    • G Offline
      G Offline
      Gasolin82
      wrote on sidst redigeret af
      #1458

      Hvis man skal have de positive briller på, ser det ud til vi har en bund omkring kurs 1980. Det kan selvsagt ændre sig.

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      • R Offline
        R Offline
        Raun
        wrote on sidst redigeret af
        #1459

        Det ser faktisk ikke så tosset ud med 1980 området.... 2 gange i dag, har aktien været i området, og begge gange med en pæn rekyl til følge...

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        • T Offline
          T Offline
          Teller
          wrote on sidst redigeret af
          #1460

          Med udviklingen i det øvrigt marked begynder det at ligne en forløbig bund... så må vi se om vi stiger 15-20% inden fredag 🙂

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          • J Offline
            J Offline
            JKY_VH
            wrote on sidst redigeret af
            #1461

            Det vil jeg nok lige se, før jeg tror det;-)

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            • E Offline
              E Offline
              E_L
              wrote on sidst redigeret af
              #1462

              SITC Abstract 813- Combination of HexaBody-CD27 with PD-(L)1 blockade potentiates single-agent activity leading to enhanced human T-cell effector functions in vitro https://jitc.bmj.com/content/11/Suppl_1/912

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              • E Offline
                E Offline
                E_L
                wrote on sidst redigeret af
                #1463

                SITC23 Abstract 1181- GEN1042-mIgG2a, an Fc-inert mouse-human chimeric variant of GEN1042 (DuoBody®-CD40x4-1BB), exhibits in vivo antitumor activity and peripheral immune modulation https://jitc.bmj.com/content/11/Suppl_1/1302

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                • E Offline
                  E Offline
                  E_L
                  wrote on sidst redigeret af
                  #1464

                  SITC23
                  681- innovaTV 207 Parts E and F: A phase 2 study of tisotumab vedotin in patients with head and neck squamous cell carcinoma (trial in progress) https://jitc.bmj.com/content/11/Suppl_1/772

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                  • E Offline
                    E Offline
                    E_L
                    wrote on sidst redigeret af
                    #1465

                    Tepezza sales not yet included in the Amgen sales, but discussed in the call Q3 '23 -In the third quarter, sales of Tepezza reached $453 million, the company said on Tuesday. While Amgen was quick to point out that it was a 2% increase from the previous quarter, it also was an 8% decline year over year. Amgen has a plan to get Tepezza’s groove back, using a playbook that the company employed with vasculitis drug Tavneos after its 2020 acquisition of Chemocentryx.

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                    • E Offline
                      E Offline
                      E_L
                      wrote on sidst redigeret af
                      #1466

                      Just a moment...

                      favicon

                      (www.fiercepharma.com)

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                      • G Offline
                        G Offline
                        Gasolin82
                        wrote on sidst redigeret af
                        #1467

                        So already a 8% decline yoy?

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                        • K Offline
                          K Offline
                          Klarussen
                          wrote on sidst redigeret af
                          #1468

                          It would be interesting to know the reason for a decline in sale/prescriptions for Tapezza.

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                          • BulderB Offline
                            BulderB Offline
                            Bulder
                            wrote on sidst redigeret af
                            #1469

                            De når næppe samme salg som i 22. Måske som i 21.

                            1 Reply Last reply
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                            • E Offline
                              E Offline
                              E_L
                              wrote on sidst redigeret af
                              #1470

                              manufacturing was halted in 21, then when it came back pend up demand distorted the numbers. But it is not currently as strong as hoped; so that is why i hope Amgen can get a push going again and also get approvals outside of US

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                              0
                              • G Offline
                                G Offline
                                Gasolin82
                                wrote on sidst redigeret af
                                #1471

                                Worse than expected Darzalex and Tapezza numbers recently. Do we have a little problem in the coming quarters?

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                                0
                                • SolsenS Offline
                                  SolsenS Offline
                                  Solsen
                                  wrote on sidst redigeret af
                                  #1472

                                  Amgen fyrede vel de fleste af Horizons ansatte for nylig. Så forventningerne skal ikke sættes for højt. Men mon ikke de kan komme ud over stepperne i 2024 og få udbredt Tapezza i hele verden med $5 bn, som endegyldigt salgsmål/peaksales.

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                                  • SolsenS Offline
                                    SolsenS Offline
                                    Solsen
                                    wrote on sidst redigeret af
                                    #1473

                                    https://www.irishtimes.com/business/2023/10/25/irish-jobs-to-go-as-amgen-cuts-350-horizon-employees-after-takeover/ Detvar så kun ca 20% de fyrede. Men lidt omstilling vil koste på omsætningen kortvarigt må man vel forvente. Spændende hvad den store organisation kan gøre ved Tapezza.

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                                    • G Offline
                                      G Offline
                                      Gasolin82
                                      wrote on sidst redigeret af
                                      #1474

                                      Jeg fandt lige følgende fra Handelsbanken dateret oktober 2022 angående Hexabody CD38 »For indeværende indikerer de prækliniske data for Hexabody-CD38, at antistoffet er ti gange mere potent end Darzalex, om end sikkerhedsprofilen endnu ikke er bekræftet. Endelige forsøgsdata vil blive offentliggjort i de kommende 12-18 måneder,« skriver Handelsbanken i sit morgenbrev. Har vi ikke hørt yderligere det seneste år.?

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                                      • G Offline
                                        G Offline
                                        Gasolin82
                                        wrote on sidst redigeret af
                                        #1475

                                        Det lyder godt nok potent. Men har vi ikke fået andre indikationer siden?

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                                        • G Offline
                                          G Offline
                                          gentogen
                                          wrote on sidst redigeret af
                                          #1476

                                          Der er denne artikel fra juni, men resultater fra klinikken holder de tæt til kroppen: https://www.thelancet.com/journals/ebiom/article/PIIS2352-3964(23)00228-1/fulltext

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