Genmab — Januar 2024

[Darvin]

“Don’t forget that what we care about is percentage gains, not incremental gains,” he said. “And I think we can find bigger percentage gains in health care,

[ProinvestorNEWS]

Tirsdagens danske avisuddrag med Vestas, Pandora og Genmab https://www.proinvestor.com/investornyt/1100847/tirsdagens-danske-avisuddrag-med-vestas-pandora-og-genmab

[ProinvestorNEWS]

Kursmålet for Genmab sænkes med 14 pct. af canadisk finanshus https://www.proinvestor.com/investornyt/1100852/kursmalet-for-genmab-saenkes-med-14-pct-af-canadisk-finanshus

[JKY_VH]

Tak PN 7:47, så er der 14% upside ifølge canadiske RBC og god morgen;-)

[Monforte]

#EL, yes, still going strong, planning 10-years anniversary with the DARA-treatment in june without any complications.

[E_L]

that is great to hear! 10 years already...just amazing!

[E_L]

Novartis Strategy
& Growth Update
from
J.P. Morgan Healthcare Conference https://www.novartis.com/sites/novartis_com/files/2024-jpm-novartis-strategy-growth-update.pdf

[E_L]

Novartis indicates Kesimpta Peak sales
(approx.) $4bn

[E_L]

JPM24: As cancer players jump head-first into ADC field, Novartis CEO explains how he's resisted the temptation https://www.fiercepharma.com/pharma/jpm24-cancer-players-jump-head-first-adc-field-novartis-ceo-explains-how-hes-resisted

[ProinvestorNEWS]

TIVDAK (tisotumab vedotin-tftv) Supplemental Biologics License Application Accepted for Priority Review by U.S. Food and Drug https://www.proinvestor.com/investornyt/1100949/tivdak-tisotumab-vedotin-tftv-supplemental-biologics-license-application-accepted-for-priority-review-by-us-food-and-drug

[E_L]

BioNTech Outlines 2024 Strategic Priorities at the 42nd Annual J.P. Morgan Healthcare Conference https://investors.biontech.de/news-releases/news-release-details/biontech-outlines-2024-strategic-priorities-42nd-annual-jp

[E_L]

"Based on emerging clinical data, the companies have planned engagement with health authorities on the design of a Phase 3 trial for BNT311/GEN1046 (acasunlimab) in second line NSCLC. The companies intend to share the data on which this decision was based at a medical conference in 2024."

[ProinvestorNEWS]

Genmab tager skridt mod fuld godkendelse af middel mod livmoderhalskræft i USA https://www.proinvestor.com/investornyt/1100966/genmab-tager-skridt-mod-fuld-godkendelse-af-middel-mod-livmoderhalskraeft-i-usa

[Helge_LarsenPI-redaktør]

Godmorgen

[Stroka]

God morgen

[E_L]

EDITED TRANSCRIPT
JNJ.N - Johnson & Johnson at JPMorgan Healthcare Conference
JANUARY 08, 2024 https://www.investor.jnj.com/files/doc_events/2024/Jan/08/jnj-usq_transcript_2024-01-08-final.pdf

[E_L]

BioNTech presentation @ J.P. Morgan
Healthcare Conference
Prof. Ugur Sahin, M.D.
9 January 2024 https://investors.biontech.de/static-files/91096519-e8d6-4f64-8c59-2f5557503fbf -->confirms HexaBody-OX40 is next , GEN1055 /
BNT315

[E_L]

as rumoured here on PI - 6/12 12:37
af E L
ESMO Immuno-Oncology 2023 Poster online- HexaBody-OX40, a novel Fc_ receptor crosslinking-independent OX40-targeting antibody, exhibits agonistic activity in vitro and antitumor activity in vivo (link) "A first-in-human clinical trial is planned " I am assuming this is the #6 in the BioNTech cooperation.

[gentogen]

Thanks.From the transscript about Dara: "we think we still have 50% of the market to be able to expand"...

[E_L]

yes, i think an important worry for the analysts over the last 2, 3 years was; will the new drugs, Tec, Tal, Carvykti replace Dara, and time after time JNJ keep repeating it will not; it is complimentary. It is a shame they never give an estimate for peak sales for Dara though