Genmab — September 2024

[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

[E_L]

Amivantamab at ESMO -
https://cslide.ctimeetingtech.com/esmo2024/attendee/confcal/presentation/list?q=Amivantamab+

[lahn1]

First glance seem Rina-S ORR a bit lower than at SITC, but nice 50% at 120mg (MTD 140mg), lots af AE. This must be the data that convinced Gmab take over profound ? beside linker ect

[E_L]

this is the data they saw when buying Profound at Apr3, data cut off is Apr2. So they had clear inside on this AE profile and deemed it safe enough to buy. I think that is a big +

[Raun]

Tror bare vi skal væbne os med tålmodighed - belønnigen komme inden så længe føler jeg mig ret så sikker på..... Det er latterlig lav omsætninger vi har set den seneste tid - så det som tidligere nævnt stilstand før storm...

[E_L]

Truist sees Genmab stock undervalued despite strong pipeline potential https://www.investing.com/news/company-news/truist-sees-genmab-stock-undervalued-despite-strong-pipeline-potential-93CH-3606894

[Solsen]

The lupus pts is fantastic. Lupus is bad to have.

[Hugininvest]

Der er i hvert fald nogle der ikke kan “regne den ud”, er min salige påstand. Upside potentiale lige nu, er langt langt højere end downside risiko. Det er da fint, hvis man regner med at købe på et mindre dyk, men ikke sikkert det lykkes, og slet slet ikke sikkert det kommer. Upside derimod er nærmest sikker. Usikkerheden er blot hvornår. Det er altså nu man skal købe. Analytikerne kommer altid på bagkant, så vent ikke på dem.

[Solsen]

Compare the Amivantamab combo against Tagrisso alone in naive NCSCL pts is not the right comparison. Tagrisso plus Chemo are more realistic https://www.astrazeneca.com/media-centre/press-releases/2024/tagrisso-with-the-addition-of-chemotherapy-approved-in-the-eu-as-new-1st-line-treatment-for-patients-with-egfr-mutated-advanced-lung-cancer.html

[Solsen]

It explains why market isnt rewarding Genmab.

[Solsen]

But the Lupus story is very interesting. I belive the CD38 target has lot of potential outside cancers.

[Solsen]

I know the target is BCMAxCD3 in tec. But CD38 could be interesting if JNJ dont opt.in.

[E_L]

certainly is. many articles of Dara in Lupus. maybe we can even allow JNJ to combine teclistamab with Hexabody-CD38

[Bulder]

Hvis ung

[Bulder]

Hvis jnj ikke opter in skal vi 200 kr ned. Hvis de gør skal vi 1200 op. Så på den måde kan man da godt sige, at der er mere upside potentiale end det modsatte. Men det fjerner ikke downside risikoen.

[Plimsoller]

Er der noget der forhindre jnj i ikke at opte ind på Hexa for derefter at komme med et købstilbud på Genmab, og så få fat på det alligevel?

[Plimsoller]

*forhindrer

[Raun]

Det vil godt nok være en svinestreg af de store. Men JnJ skal vel så også ud og opfinde nye muligheder for CD38...