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  4. Genmab — Februar 2024

Genmab — Februar 2024

Planlagt Fastgjort Låst Flyttet Genmab
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  • E Offline
    E Offline
    E_L
    wrote on sidst redigeret af
    #226

    In December 2023, TEPEZZA received orphan drug designation in Japan for patients with moderate to severe active thyroid eye disease (TED).
    A New Drug Application was submitted for TEPEZZA in Japan based on the results from the OPTIC-J study evaluating TEPEZZA in patients with active TED.
    A Phase 3 study of TEPEZZA in Japan for chronic or low clinical activity score (CAS) TED continues to enroll patients.

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    • E Offline
      E Offline
      E_L
      wrote on sidst redigeret af
      #227

      The Company plans to initiate a Phase 3 study evaluating the subcutaneous route of administration of TEPEZZA in patients with TED in H1 2024.

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      • S Offline
        S Offline
        Sukkeralf
        wrote on sidst redigeret af
        #228

        UUHFFF - now we hate these sc versions 😞

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        • S Offline
          S Offline
          Sukkeralf
          wrote on sidst redigeret af
          #229

          But Amgen seems to being doing a good job - thats so good 🙂

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          • S Offline
            S Offline
            Sukkeralf
            wrote on sidst redigeret af
            #230

            Lundbeck igangsætter
            fase 3-studie med Lu AF82422.

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            • S Offline
              S Offline
              Sukkeralf
              wrote on sidst redigeret af
              #231

              Link Preview Image
              Lundbeck igangsætter fase 3-studie med CNS-kandidat

              På trods af de umiddelbart ufordelagtige statistiske resultater fra et tidligere studie igangsætter Lundbeck nu et fase 3-studie med Lu AF82422.

              favicon

              (medwatch.dk)

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              • E Offline
                E Offline
                E_L
                wrote on sidst redigeret af
                #232

                we'll see how that works out for Tepezza SC, we don't know if the contracts are similar, but at at least Genmab now knows how to proceed with a potential arbitrage 😄 The news in itself is not real news in that Horizon was looking at SC already in 2020 with Halozyme, but i imagine Xeris Biopharma will run with the deal after this
                https://finance.yahoo.com/news/xeris-xers-licensing-deal-amgen-133000124.html

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                • G Offline
                  G Offline
                  gentogen
                  wrote on sidst redigeret af
                  #233

                  Når nu SC-versionerne juridisk set er helt nye produkter, kan Genmab så ikke bare selv lave dem?

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                  • E Offline
                    E Offline
                    E_L
                    wrote on sidst redigeret af
                    #234

                    the Ph3 EPCORE FL-2 trials started recruiting https://classic.clinicaltrials.gov/ct2/history/NCT06191744?B=3&A=2&C=merged#StudyPageTop

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                    • JørgenVarnæsJ Offline
                      JørgenVarnæsJ Offline
                      JørgenVarnæs
                      wrote on sidst redigeret af
                      #235

                      Nice - full steam ahead. Any ideas as to how easy/difficult recruitment will be?

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                      • JørgenVarnæsJ Offline
                        JørgenVarnæsJ Offline
                        JørgenVarnæs
                        wrote on sidst redigeret af
                        #236

                        incidence US = 15k/year

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                        • E Offline
                          E Offline
                          E_L
                          wrote on sidst redigeret af
                          #237

                          i expect fast recruitment really; epco trials have done well, even during covid. Results for FL with epco are very very good, so i would think any doctor that can get his patient into this regimen for free via a trial
                          will try...

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                          • E Offline
                            E Offline
                            E_L
                            wrote on sidst redigeret af
                            #238

                            @gentogen some antibodies may not need an addition to be admistered SC and then genmab can do it itself, depends also on how potent the drug is and how much you will need to dose (like epco, and possibly HexaCD38). But for others i think outside technology will be used, i mean large pharmas also do that

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                            • JørgenVarnæsJ Offline
                              JørgenVarnæsJ Offline
                              JørgenVarnæs
                              wrote on sidst redigeret af
                              #239

                              Primary outcome measured as % of CRs at 30 months. Will take some time before we get there

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                              • E Offline
                                E Offline
                                E_L
                                wrote on sidst redigeret af
                                #240

                                Amgen makes progress with its Horizon prize Tepezza, but there's much work left to do https://www.fiercepharma.com/pharma/amgen-expects-revenue-bump-its-acquisition-horizon-between-324b-and-338b

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                                • V Offline
                                  V Offline
                                  Vitus
                                  wrote on sidst redigeret af
                                  #241

                                  Spændende hvad Genmab melder ud på onsdag. Kan håbe på noget andet end de plejer….det virker jo ikke godt ! Meget højere omkostninger i 2024: uden aktietilbagekøbsprogram vil være noget i retning af gift for aktiekursen. Vi håbe på noget godt…..

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                                  • J Offline
                                    J Offline
                                    JKY_VH
                                    wrote on sidst redigeret af
                                    #242

                                    Enig Vitus. Prøv at melde et seriøst aktietilbagekøbsprogram ud, som jo også vil gavne alle de nødlidende waarent. Så stiger værdien af selskabet nok med mere end det aktietilbagekøbsprogrammet koster, altså ren win-win;-)

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                                    • J Offline
                                      J Offline
                                      JKY_VH
                                      wrote on sidst redigeret af
                                      #243

                                      warrents

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                                      • L Offline
                                        L Offline
                                        lahn1
                                        wrote on sidst redigeret af
                                        #244

                                        Hvad kan der ellers komme af gode nyheder, realistisk ?

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                                        • S Offline
                                          S Offline
                                          Sukkeralf
                                          wrote on sidst redigeret af
                                          #245

                                          Det har vel oftes været Jan´s optimisme på efterfølgende CC der har gavnet kursen.

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