Genmab — Februar 2024

[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!

[JKY_VH]

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

[E_L]

@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

[Bulder]

Ok, thx

[Bulder]

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

[JørgenVarnæs]

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

[E_L]

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?

[E_L]

yea that would be my guess too JV

[Bulder]

Yes you are right, -pru- and -sto- could also be possible.

[Fritten]

Novo køber fabrikker - Kursen stiger, Genmab købte fabrik og kursen faldt. Novo hæver deres omkostninger til udvikling, kursen stiger, Genmab hæver deres omk til udvikling og kursen falder. Jeg giver snart op;-)

[JKY_VH]

Lyder da meget nemt;-)

[E_L]

i think Catalent also produces Tepezza

[Raun]

Et rædsels år for Genmab aktien, må vi bare konstaterer at 2023 var. - Nok mest tynget af voldgift sagen.... Nu er jeg godt nok bange for at vi er ude i en double jeopardy på Genmab kursen, frem imod en eventuel opt.in.... Det er slet ikke rart at se, at NBI er oppe med 10% siden november og andre succesfulde pharma og biotek selvskaber stormer frem....