Genmab — September 2024

NiklasZ

Especially if they come with an offer to buy Genmab.

lahn1

Jeg har Epco i DLBCL 25bn DKK i 2035. Gen1046 i NSCLC lægger jeg med 20bn DKK i 2035. Skal så splittes 50/50 og regner med 15% COGS. Så der 19bn DKK på bundlinjen til gmab. er klar over der er mange risks og der kan komme endu mere konkurrence.

w

50:50? Er 1046 ikke fully owned minus single %’er

lahn1

LOL Jo for dælen har ikke fået rette mit ark til endnu

Helge_LarsenPI-redaktør

Godmorgen

Darvin

EL 11.22 I clearly assume that Genmab already has a plan B ready if CD38 is not selected by JJ. They've definitely already looked into it. And - yes, it could be, for example, Rheumatoid arthritis, or other autoimmune diseases, which is an extremely large target. But could also be completely different indications. with regard to Rheumatoid arthritis, there are, by the
way, a great many co-morbidities linked to it.

Darvin

Hvem siger det bliver “perifert”

E_L

New longer-term data from the MARIPOSA study confirm superior outcomes of chemotherapy-free RYBREVANT plus LAZCLUZE regimen compared to osimertinib monotherapy as first-line therapy https://www.prnewswire.com/news-releases/rybrevant-amivantamab-vmjw-plus-lazcluze-lazertinib-show-strong-favorable-overall-survival-trend-versus-osimertinib-in-egfr-mutated-advanced-lung-cancer-302241208.html

E_L

WCLC - P4.11E.11
Dosing Regimen for Acasunlimab (DuoBody-PD-L1x4-1BB) In Combination with Pembrolizumab -via https://cattendee.abstractsonline.com/meeting/20598/Session/279

E_L

J&J bolsters Rybrevant-Lazcluze's case against AZ's Tagrisso with survival analysis https://www.fiercepharma.com/pharma/jj-bolsters-rybrevant-lazcluzes-case-against-azs-tagrisso-nominal-survival-win

E_L

Stephen V Liu, MD
@StephenVLiu
Oral session at #WCLC24 on targeted therapy chaired by Drs.
@drprunellab

@LeXiuning
starts with Dr.
@ShirishGadgeel
with an update on MARIPOSA https://x.com/StephenVLiu/status/1832842542158901496

Helge_LarsenPI-redaktør

Thanks E L.

GeorgeBest

I thought the nice Rybrevant data could give us a good upward move today. But it shouldn’t be so…

E_L

ESMO24 - 719MO - A phase I/II study of rinatabart sesutecan (Rina-S) in patients with advanced ovarian or endometrial cancer https://cslide.ctimeetingtech.com/esmo2024/attendee/confcal/presentation/list?q=719MO+

E_L

so, In Part B, ORR for ovarian cancer pts randomized and treated at 120 mg/m2 was 50% (6/12 pts)

Darvin

Agree
GB. Perhaps the investors are not paying close attention to Genmab at the moment, and have directed their attention elsewhere. The stock should go up, not down.

E_L

it is no fun taking this drug looking at the treatment-related adverse events , but they call it 'manageable TRAEs'. Fortunately no ocular toxicity or interstitial lung disease

E_L

There has been a lot of positive news on Rybrevant, Teclistamab, Talquetamab, even Dara over the last few months, but is has all been neglected. I don't even bother posting most of it anymore...

Darvin

Please do

E_L

Cancer drug offers life-changing results for severe lupus patient - teclistamab - https://www.news-medical.net/news/20240906/Cancer-drug-offers-life-changing-results-for-severe-lupus-patient.aspx