Genmab — August 2024
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Hvis man genlæser alle udtalelser fra begge firmaer det sidste lange stykke tid, står det klart, at begge har haft en stærk tro på Acasunlimab. Der er al mulig grund til at antage, at Biontech slipper de 50% ejerskab grundet et ønske om at rebe sejlene i egen forretning. De har vildsomt stigende udgifter/tab og faldende salg.
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Genmab er vel også primæraktør inden for forskningsområdet, ved dog ikke hvordan de har haft fordelt forskningsopgaverne men vil mene det er sandsynligt, at de kun ville acceptere en aftale, hvis den var til deres fordel. Risikoen for, at Biontech har opdaget en sårbarhed ved projektet, som Genmab ikke har set, er sandsynligvis tæt på 0% efter min mening.
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Det har hele tiden været en mulighed i den oprindelige aftale" If one of the companies does not wish to move a product candidate forward, the other company is entitled to continue developing the product on predetermined licensing terms encompassing development and commercialization milestones and royalties on net sales."
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Har vist ikke været nævnt: Epcoritamab Plus Ibrutinib for the Treatment of Relapsed or Refractory Aggressive B-Cell Non-Hodgkin Lymphoma https://clinicaltrials.gov/study/NCT06536049?term=epcoritamab&rank=22
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Godmorgen
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Aug. 6, 2024,
Ram Selvaraju, H.C. Wainwright, reiterated the Buy rating on Genmab. The price target remains the same with $50.00. "Despite BioNTech’s decision to step back from the co-development of acasunlimab, Selvaraju’s confidence in the drug remains unshaken, as he finds the clinical results presented at ASCO 2024 to be highly encouraging." https://markets.businessinsider.com/news/stocks/buy-rating-affirmed-for-genmab-strong-clinical-results-and-solid-financial-valuation-1033645523 -
TEPEZZA
(teprotumumab-trbw) generated $479 million of sales in the second quarter. AMGEN REPORTS SECOND QUARTER 2024 https://investors.amgen.com/news-releases/news-release-details/amgen-reports-second-quarter-2024-financial-results -
Regulatory review of the New Drug Application (NDA) for TEPEZZA in Japan and multiple additional geographies continues.
A Phase 3 study of TEPEZZA in Japan continues to enroll patients with chronic or low clinical activity score TED.
A Phase 3 study evaluating the subcutaneous route of administration of TEPEZZA is enrolling patients with TED.
og der skulle stå risk
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