Genmab — September 2024

[E_L]

TRANSCRIPT
JNJ.N - Johnson & Johnson at Morgan Stanley Global Healthcare
Conference
https://s203.q4cdn.com/636242992/files/doc_downloads/2024/09/jnj-usq_transcript_2024-09-04.pdf

[Sukkeralf]

From this transcript it seems like JNJ dont expect any problems for Darzalex FasPro regarding IRA

[E_L]

yea, that is also how i read it... (now, i doubt they would say anything else in public anyway
)

[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