Genmab — Maj 2024

[Bulder]

Var det grunden til det kortvarige øksehug?

[E_L]

doubt it. as it says 'as reported previously' it shouldn't really be news. except for us lol

[w]

US10Y
lavede samme hop

[E_L]

yea, but that was later, when the US inflation numbers came out. Not a big deal, just a few thousand shares
in a quiet market

[E_L]

Genmab to Present New and Updated Results From Multiple Clinical Trials Evaluating Epcoritamab Across Various B-Cell Malignancies at the 2024 European Hematology Association (EHA) Congress https://ir.genmab.com/news-releases/news-release-details/genmab-present-new-and-updated-results-multiple-clinical-trials

[Solsen]

Spændende med tre orale præsentationer.

[E_L]

you can find them here - https://library.ehaweb.org/eha/#!*ce_id=2552*search=epcoritamab*browseby=8*listing=0*sortby=1 EHA 2024

[E_L]

the Follicular Lymphoma oral is still under embargo, not sure why

[lahn1]

Maybe a fault the SC Epco v SOC is available already, the other 2 oral presentations are embargoed.

[E_L]

the way i read it, i would think they should all be available, except for the Late-breaking abstracts https://ehaweb.org/congress/eha2024-hybrid-congress/abstracts-and-awards/abstract-submission/ But some of the posters are also still embargoed

[E_L]

by the way, there are a ton of JNJ abstracts also, on Dara, Teclistamab and Talquetamab offcourse, but nobody here seems interested in that anymore

[peter12]

Nogen der ved om der er konkurrence i CLL ?https://library.ehaweb.org/eha/2024/eha2024-congress/422267/arnon.p.kater.single-agent.epcoritamab.leads.to.deep.responses.in.patients.html?f=listing%3D0*browseby%3D8*sortby%3D1*search%3Depcoritamab%2Bcll

[Solsen]

Der er skarp konkurrence i cll. Ved at Imbruvica som Abbvie har sammen med JNJ mister markedsandele grundet konkurrence. Men alt er spørgsmål om effekt/bivirkning og pris. Rituxan er også benyttet og er gået off patent.

[peter12]

Men de er vel ikke så effektive som epco ?

[Solsen]

Imbruvica er meget effektiv og var vel markedsførende efter Rituxan. Men jeg har ikke fulgt ordentligt med de senere år så jeg er ikke helt ajour. Men der er mange gode midler på markedet, idet cll er nemmere at behandle DLBCR, FL mv

[Solsen]

..nemmere at behandle end DLBCR, FL mv (NHL sygdomme) https://www.lls.org/lymphoma/non-hodgkin-lymphoma/nhl-subtypes

[peter12]

Ok tak

[Solsen]

Treatments (cll) include:

Ibrutinib (Imbruvica)
Venetoclax (Venclexta)
Bendamustine hydrochloride (Bendeka)
Obinutuzumab (Gazyva)
Acalabrutinib (Calquence)
Rituximab (Rituxan)
Zanubrutinib (Brukinsa)
The following drugs are used for cases of relapsed CLL:

Idelalisib (Zydelig), in combination with rituximab or in patients who received at least two prior systemic therapies
Duvelisib (Copiktra), after at least two prior therapies.

[Darvin]

Når der tales om kurs/værdiansættelse i forbindelse med JJ’s opt-in eller ej, tror jeg bekymringen er alt alt for høj. Altså ved manglende opt-in. Bliver der en deal, vil vi se en meget stor ændring i værdiansættelse. Ved det modsatte vil vi, akkurat som set talrige gange tidligere (Gen og andre)

[Darvin]

, se en pæn øgning i værdiansættelse. Den trykkede kurs skyldes bekymring, og ved klarhed vil vi ende med en stigning. Absolut ikke det modsatte