Genmab — April 2024
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Fra Nordea: Genmab (Hold) – Genmab køber det amerikanske biotekselskab Profoundbio for 1,8 mia. USD Primære aktiver er 3 produkter indenfor ADC ( Antibody–drug conjugate) med det mest udviklede produkt i fase 1/2. Vi kender ikke middelbart Profoundbio så vi må undersøge nærmere. Umiddelbart er vi lidt overraskede og havde forventet, at evt. nye investeringer ville være koncentreret på produkter tættere på markedet da Genmab selv har en del produkter i tidlig fase. Der er ingen ændring til
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Der er CC kl 1300
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omsætningsguidance men operating cost ventes nu i den øvre ende eller moderat højere end tidligere guidance på 12,4-13,4 mia. DKK. Genmab har ca. 3,5 mia. USD i cash så opkøbet bør kunne rummes uden yderligere gæld eller egenkapital.
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Er JvdW i virkeligheden Russ Hanneman? https://www.youtube.com/watch?v=BzAdXyPYKQo
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on that fast track - FDA Grants Fast Track Status to Rinatabart Sesutecan for FRα-Expressing Ovarian Cancer https://www.onclive.com/view/fda-grants-fast-track-status-to-rinatabart-sesutecan-for-fr--expressing-ovarian-cancer
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still begs the question - is GEN buying an ADC platform, or a pipeline?
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pfizer bled usd 40b for Seagen to enter that space
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AACR '24 - New Technologies
2050 / 7 - Preclinical characterization of PRO1106, a novel and promising SLITRK6-directed sesutecan ADC - https://www.abstractsonline.com/pp8/#!/20272/presentation/6890 -
AACR '24 - New Therapies
6580 - A Novel EGFR x cMET bispecific ADC PRO1286 demonstrated broad antitumor activity and promising tolerability in preclinical models - https://www.abstractsonline.com/pp8/#!/20272/presentation/7457 -
AACR '24 - Late-Breaking Research: Experimental and Molecular Therapeutics 4
LB425 / 1 - A tumor microenvironment-targeting CD98-directed ADC confers robust anti-tumor activity in multiple cancers with favorable pharmacokinetics and safety profiles in preclinical models https://www.abstractsonline.com/pp8/#!/20272/presentation/10475 -
must be profoundbio - if you check the duplicate surnames for the presenters, they all have the same first name letter abbreviation.
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I'm no expert in chinese names - but that is too much of a coincidence...
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two souls...
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seems there is no presentation to go with the CC
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aah - click on "Go to webcast" and the presentation is thre
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