Genmab — September 2024

E_L

I think that Genmab could have explained a bit better the potential for GEN3014 outside of the area reserved for JNJ , to decrease the risk of the JNJ opt-in.

E_L

But right now i don't really need that anymore as we will probably know in 6 month or so what will happen and in that time we will also see data for Acasunlimab and Rina-S. We need to wait for that anyway. And i also think that potential Acasunlimab success/good data could completely revalue some of the other pipeline assets.

E_L

The Inclacumab trial completed, curious if we will see anything on this https://clinicaltrials.gov/study/NCT04935879?tab=history&a=11&b=12&compareMode=sideBySide#version-content-panel

Solsen

Winkel did talk about the patent issue for faspro. The extension the bastards got and that became the achillesheal for the shareprice. He said if JNJ should get rid of that uncertainty they should op.in on hexa38. He was refering to a Novo issue about this. Do anyone have somthing about that ?

E_L

PRV-015 also completed https://clinicaltrials.gov/study/NCT04424927?tab=history&a=24&b=25&compareMode=sideBySide#version-content-panel

E_L

https://www.nejm.org/doi/full/10.1056/NEJMc2407150 https://www.nejm.org/doi/full/10.1056/NEJMc2408786 Can't read these, but 2 NEJM articles on Teclistamab in Autoimmune Disease https://x.com/grieshaber/status/1831568931896623243 https://x.com/VivekSubbiah/status/1831537396837474654

Sukkeralf

Probably something to do with this EL

Sukkeralf

Just a moment...

(www.fiercepharma.com)

Sukkeralf

Solsen was it

Solsen

Thanks. Havent seen this case. But recall fda challenge the patent if the drug isnt new in another case, I belive. These arguments are stong for our case hexa38, I belive

MarsFars

Hvornår er de forskellige konference, hvor vi får lidt flere data?

Solsen

De første var vist om små
14 dage. Men der er en række konferencer. ESMO, ASCO etc ESMO 13-17. sep https://www.esmo.org/

Sukkeralf

SITC 6-10 november og ASH 7-10 december

Sukkeralf

Og så deres post ASH seminar i forbindelse med ASH, hvis de altså holder det i år

Solsen

https://finance.yahoo.com/news/biontech-present-clinical-data-updates-111500882.html Biontech flager nogle af indlæggene her

Raffles

Den første interessante er World conference on Lung Cancer (WCLC) d 7-10 sept. Her kommer flere data på GEN1046/Acasunlimab. Vist nok d. 9. Sept.

ProinvestorNEWS

Kort video: Investorernes største ønske i september er lidt som at blæse og have mel i munden. Økonomien skal bremse tilpas meget op, så inflationen går ned, men uden vi havner i en recession. Mere herom i denne ugekommentar, hvor Helge Larsen omtaler Bavarian Nordic, Ambu og Genmab.https://proinvestor.com/boards/122132

Bulder

Post ASH ville være oplagt til offentliggørelse af top Line data på hex38.

Solsen

Biontech flager næppe mere med 1046 efter at de droppede ud af den videre udvikling. Men de har en late breaker og flere mini orale indlæg på ESMO. Lad os se hvor Gen1046 lander.

Helge_LarsenPI-redaktør

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