Genmab — Januar 2024
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Desuden sagde han jo også at der var en ny feature med deres CD3 arm, som de ikke havde offentliggjort endnu - måske den kan noget særligt. Desuden sagde han også at der var interesse fra aldrig selskaber, som så frem til at de første data offentliggøres i år.
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Drømmescenariet herfra lyder da gerne, at Genmab kommer med gode data og nu hvor de allerede er partner med Pfizer på Tivdag, så kunne det jo udvides til med B7H4 - Pfizer har jo allerede vist interesse i dette target - de har penge nok og er en stærk spiller - og Genmab får endnu et stor partner der sikre, at de ikke bliver opkøbt af nogen.
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Kesimpta Q4 '23 (USD 641 million, +73% cc) sales grew across all regions driven by increased demand
and strong access Full year 2023 $2171mn https://www.novartis.com/sites/novartis_com/files/q4-2023-media-release-en.pdf -
novartis q4-2023-investor-presentation https://www.novartis.com/sites/novartis_com/files/q4-2023-investor-presentation.pdf 'Kesimpta
FY sales doubled (USD 2.2bn) and on track for USD 4bn peak
based on compelling product profile' -
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Denne artikels indhold har vist ikke været oppe at vende? https://seekingalpha.com/news/4060348-jj-seeks-expanded-fda-approval-of-darzalex-faspro-for-multiple-myeloma?mailingid=34178580&messageid=2900&serial=34178580.9845&utm_campaign=rta-stock-news&utm_content=link-3&utm_medium=email&utm_source=seeking_alpha&utm_term=34178580.9845
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Genmab-partner har stor vækst i Kesimpta-salget https://www.proinvestor.com/investornyt/1110393/genmab-partner-har-stor-vaekst-i-kesimpta-salget
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@ 08.46 -it means at a minimum that they perceive their ADC to be better then their bispecific, but i don't think we have seen data on either, so not sure how high the bar has been set.... that PF-07260437 stopped recruiting isn't really news, we mentioned it here a few months ago
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