Genmab — Februar 2024
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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 -
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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Nice - full steam ahead. Any ideas as to how easy/difficult recruitment will be?
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incidence US = 15k/year
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@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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Primary outcome measured as % of CRs at 30 months. Will take some time before we get there
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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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Ja han har kunne trække kursen op flere gange. Selvom Gmab sikkert ikke føler de har behov for det, er blevet for store/fine til det osv, tror jeg markedet ville sætte pris på at de sælger deres ph 2+3 forsøg i stil med hvordan de mindre biotech gør det.Opdater seneste Jeffries præsentation slide 7med hvad market valuer er for deres ph2+3 indikationer og sæt det på en spids med deres succesrate på 100% godkendelse af ph3 trial på en spids.
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A bispecific antibody approach for the potential prophylactic treatment of inherited bleeding disorders https://www.nature.com/articles/s44161-023-00418-4 // Hemab HMB-001 / https://clinicaltrials.gov/study/NCT06211634
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Kort video - Demant leverer et solidt regnskab, hvorimod GN Store Nord ikke har haft et godt 2023. Novo køber fabrikker op og Zealand Pharma-aktien tog et dyk. Envidere omtales Chemometec og Genmab. https://www.proinvestor.com/boards/118661
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Hvis JVW stadigvæk ønsker at holde et potentielt opkøb fra døren med en høj kurs, så vil et solidt tilbagekøbsprogram da være en god ide.
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