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  4. Genmab — Februar 2024

Genmab — Februar 2024

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • E Offline
    E Offline
    E_L
    wrote on sidst redigeret af
    #52

    So the US number we have to double I think, the International i am not sure. But since it is such a small number it won't matter much. So it is total 52 + 10 = 62 or 52 + 5 = 57 total (T)Epkinly for the year

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    • SolsenS Offline
      SolsenS Offline
      Solsen
      wrote on sidst redigeret af
      #53

      Wasnt the deal that Genmab report US sales ?

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      • SolsenS Offline
        SolsenS Offline
        Solsen
        wrote on sidst redigeret af
        #54

        This collaboration will provide for the joint development and commercialization of the three bispecific antibody therapeutic candidates. For epcoritamab, the companies will share commercial responsibilities in the U.S. and Japan, with AbbVie responsible for further global commercialization. Genmab will book net sales in the U.S. and Japan and receive tiered royalties on remaining global sales.

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        • E Offline
          E Offline
          E_L
          wrote on sidst redigeret af
          #55

          yes , so that is why they say 'U.S. revenues reflect profit sharing.', so i assume we need to double those. That makes sense also with last quarter; they reported 14 and Genmab said total was 28 (no international sales yet then)

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          • SolsenS Offline
            SolsenS Offline
            Solsen
            wrote on sidst redigeret af
            #56

            You are right off cause 🙂

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            • E Offline
              E Offline
              E_L
              wrote on sidst redigeret af
              #57

              Maybe the 5 for international is full international and they pay Genmab 2.5 from that. dunno.

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              • SolsenS Offline
                SolsenS Offline
                Solsen
                wrote on sidst redigeret af
                #58

                Until we get the Japan figures we vant calculate. But as you say - doesnt matter. On the other hand its hard to judge if its a success. So early in process.

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                • E Offline
                  E Offline
                  E_L
                  wrote on sidst redigeret af
                  #59

                  New trial - Epcoritamab Compared to Observation for Treating B-cell Lymphoma Patients Not in Complete Remission After CD19-directed CAR-T Therapy -by 'Academic and Community Cancer Research United' https://clinicaltrials.gov/study/NCT06238648

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                  • E Offline
                    E Offline
                    E_L
                    wrote on sidst redigeret af
                    #60

                    useless fun fact: META is up by ~20% or $200bn today. If that money would have gone to Genmab it would be trading at around dkk23.000 now 🙂

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                    • J Offline
                      J Offline
                      JKY_VH
                      wrote on sidst redigeret af
                      #61

                      that would never happen, the board would cash in all the money;-)

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                      • H Offline
                        H Offline
                        henrik48
                        wrote on sidst redigeret af
                        #62

                        Det giver et godt perspektiv om at 70% af alle aktie-værdier er på Wall street…

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                        • B Offline
                          B Offline
                          bibob
                          wrote on sidst redigeret af
                          #63

                          God morgen. 🙂

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                          • Helge_LarsenPI-redaktørH Offline
                            Helge_LarsenPI-redaktørH Offline
                            Helge_LarsenPI-redaktør
                            wrote on sidst redigeret af
                            #64

                            Godmorgen 🙂

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                            • S Offline
                              S Offline
                              Stroka
                              wrote on sidst redigeret af
                              #65

                              God morgen 🙂

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                              • E Offline
                                E Offline
                                E_L
                                wrote on sidst redigeret af
                                #66

                                https://www.fool.com/earnings/call-transcripts/2024/02/02/abbvie-abbv-q4-2023-earnings-call-transcript/ AbbVie (ABBV) Q4 2023 Earnings Call Transcript

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                                • E Offline
                                  E Offline
                                  E_L
                                  wrote on sidst redigeret af
                                  #67

                                  The early prescription trends for Epkinly in third-line plus DLBCL have been encouraging with commercialization now underway in the U.S., Europe, and Japan. We also anticipate the potential label expansion for follicular lymphoma later this year. // For Epkinly, we anticipate regulatory approvals in third-line or greater follicular lymphoma later this year in both the U.S. and Europe.

                                  We also expect to begin several new phase 3 studies in 2024, including studies in second-line DLBCL

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                                  • E Offline
                                    E Offline
                                    E_L
                                    wrote on sidst redigeret af
                                    #68

                                    and front-line follicular lymphoma.

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                                    • E Offline
                                      E Offline
                                      E_L
                                      wrote on sidst redigeret af
                                      #69

                                      And i thought this was interesting: In oncology, we expect sales of $5.7 billion, including Imbruvica revenue of $2.9 billion and Venclexta sales of $2.4 billion, as well as contributions from Epkinly, and partial year sales from Elahere. $5.7 - 2.9 - 2.4= $400mn for Epkinly and partial year Elahere

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                                      • E Offline
                                        E Offline
                                        E_L
                                        wrote on sidst redigeret af
                                        #70

                                        as they don't have other oncology i think. have to be careful putting too much attention on numbers that are rounded to the nearest 100mn, but at a minimum -you could argue it is not negative signal...

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                                        • S Offline
                                          S Offline
                                          Sukkeralf
                                          wrote on sidst redigeret af
                                          #71

                                          Conclusions: IgG1 backbone anti-PD1 antibody penpulimab has a good stability and reduced host cell protein residue, as well as potent binding to the antigen. Fc engineering has eliminated Fc-mediated effector functions of penpulimab including ADCC, ADCP and reduced ADCR, which may contribute to its more favorable safety profile

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