Genmab — Februar 2024

[Solsen]

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.

[E_L]

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

[E_L]

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

[JKY_VH]

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

[henrik48]

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

[bibob]

God morgen.

[Helge_LarsenPI-redaktør]

Godmorgen

[Stroka]

God morgen

[E_L]

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

[E_L]

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

[E_L]

and front-line follicular lymphoma.

[E_L]

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

[E_L]

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...

[Sukkeralf]

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

[Sukkeralf]

Lidt om penpulimab der er en PD1 IgG1 checkpoint inhibitor

[E_L]

Akeso Biopharma is the producer, chinese https://www.akesobio.com/en/rd-and-science/products-center/

[E_L]

i get 54 hits on clinicaltrials with that drug...

[E_L]

would be nice to know if that really is a new GEN1056 trial; it would mean the correct dosing is known i guess. Primary Completion (Estimated) for the safety trial is

2024-02-15 so that would be possible.

[Helge_LarsenPI-redaktør]

Biotech boom ahead in 2024, top Jefferies analyst predicts https://proinvestor.com/boards/118515

[Raun]

Lad os håbe at de kloge får ret denne gang.... De sagde også sidst i 2022, at pharma og biotec vil blive det hotteste i 2023..... Øøh - det var nok blevet for varmt!