Genmab — Marts 2024
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Hey - maybe GEN could use some of that surplus stockholder funds to buy back the cd38 rights from that verkakte licensing deal with J&J….
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meanwhile EPCORE
NHL-1 seems fully recrtuited at +- 160patients less then anticipated -which i guess is a nice cost saving https://classic.clinicaltrials.gov/ct2/history/NCT03625037?A=25&B=26&C=merged#StudyPageTop -
fra recap over dagens handel: "Tirsdag morgen forlød, at et rådgivende komité hos de amerikanske sundhedsmyndigheder mødes 12. april, hvilket markedet tolkede positivt i forhold til Genmab."
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agenda for fda/mrd mødet kan ses her - https://www.regulations.gov/document/FDA_FRDOC_0001-12850
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Tirsdagens aktier: Genmab og banker trak op - Mærsk faldt efter broulykke i USA - https://www.proinvestor.com/investornyt/1136856/tirsdagens-aktier-genmab-og-banker-trak-op-maersk-faldt-efter-broulykke-i-usa-korr
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- They of course is still interested in royalties from daratumumab. 2) They have interest in CD20/CD3 as they got Xencors CD20/CD3 after Novartis discontinued it and they have worked with Abbvie before (Ibrutinib). 3) They have had massive success with the DuoBody platform 4) If HexCD38 should avoid the serious adverse events when compared to Darzalex FasPro and activity superior they might go for Genmab before opt in (if they want to opt in).
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Genmab have some checkpoint inhibitors in the making - a space that JNJ so far has not succeeded in. So if Jans words "The best is still to come" is about letting go of Genmab we could still see JNJ and Abbvie fight for it (or maybe even Pfizer). Far out I know but
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interesting thoughts. Nice with some alternative view building some perspective. Thx
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Mentioning ibrutinib I hope Janssen could be interested in Nurix´ BTK degrader NX5148 and maybe also NX2127 to overtake Ibrutinibs place. Both Abbvie and Beigene have their own BTK degrader in the clinic but Nurix is probably still in front. Nurix needs BP to run all the clinical trials needed and to keep Abbvie and Beigene at bay.
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