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  4. Genmab — Februar 2024

Genmab — Februar 2024

Planlagt Fastgjort Låst Flyttet Genmab
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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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                  • S Offline
                    S Offline
                    Sukkeralf
                    wrote on sidst redigeret af
                    #72

                    Lidt om penpulimab der er en PD1 IgG1 checkpoint inhibitor

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                    • E Offline
                      E Offline
                      E_L
                      wrote on sidst redigeret af
                      #73

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

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                      • E Offline
                        E Offline
                        E_L
                        wrote on sidst redigeret af
                        #74

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

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                        • E Offline
                          E Offline
                          E_L
                          wrote on sidst redigeret af
                          #75

                          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.

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                          • Helge_LarsenPI-redaktørH Offline
                            Helge_LarsenPI-redaktørH Offline
                            Helge_LarsenPI-redaktør
                            wrote on sidst redigeret af
                            #76

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

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                            • R Offline
                              R Offline
                              Raun
                              wrote on sidst redigeret af
                              #77

                              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! 😉

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                              • J Offline
                                J Offline
                                JKY_VH
                                wrote on sidst redigeret af
                                #78

                                Gad vide, hvad der ville ske, hvis Jan laver en Meta i næste uge? https://finans.dk/erhverv/ECE16815769/mark-zuckerberg-staar-til-at-tjene-milliarder-paa-sin-egen-nyhed/?utm_campaign=FINANS Briefing&utm_content=2024-02-05&utm_medium=email&utm_source=finans

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                                • E Offline
                                  E Offline
                                  E_L
                                  wrote on sidst redigeret af
                                  #79

                                  @Bulder i don't think we will see a '..mab' anymore, there is new Nomenclature . If i am correct, for erzotabart it is ta for tumor and bart for artificial antibody https://en.wikipedia.org/wiki/Nomenclature_of_monoclonal_antibodies

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                                  • BulderB Offline
                                    BulderB Offline
                                    Bulder
                                    wrote on sidst redigeret af
                                    #80

                                    Ok, thx

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                                    • BulderB Offline
                                      BulderB Offline
                                      Bulder
                                      wrote on sidst redigeret af
                                      #81

                                      So in cancer antibodies will all be named …tabart with different prefix?

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                                      • JørgenVarnæsJ Offline
                                        JørgenVarnæsJ Offline
                                        JørgenVarnæs
                                        wrote on sidst redigeret af
                                        #82

                                        thanks for a very useful link EL - I guess the "ta" is for both solid and liquid tumors?

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                                        • E Offline
                                          E Offline
                                          E_L
                                          wrote on sidst redigeret af
                                          #83

                                          no i am not sure it will Bulder, for example i think they may use -mig for a bispecific monoclonal antibody (BsMAb) and maybe a cancer drug can also fall under immunomodulating?

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