Genmab — September 2024

lahn1

Selvom PFS peger på en fordel til Tagrisso så mangler vi OS data for begge.

Helge_LarsenPI-redaktør

Godmorgen

Stroka

God morgen

bibob

God morgen.

transalp

Go morgen ..

LP90

Godmorgen

E_L

it is going to be hard to keep track of all the data releases for Epcoritamab... all the different arms... let alone the comparison with competition...

E_L

then again, with ORRs of 95% and CRs of 85%, maybe you don't really need comparisons anymore

E_L

Xencor yesterday announced they plan to start a trial with their CD3xCD20 in autoimmune diseases by the way... (this is the asset they had in development with JNJ for blood cancers, but where JNJ opted out...)

lahn1

You doing a great job EL many thx for all your links.

E_L

would be nice if one day one of those links would lead to a positive price move for a change lol

lahn1

Your lates on Epco should!!, looks like best in class !

lahn1

Wonder, if data holds up, if they are good enough for an accelerate approval down the line.

Hugininvest

Måske nogen er ved at komme til fornuft
i dag

Hugininvest

Selv uden yderligere nyt, er dagens bevægelse sølle

Raun

Men endelig lidt volumen.... - Det er jo lige før at hvad der er omsat den første time i dag - har været en hel dags omsætning den seneste tid...

ProinvestorNEWS

Genmab-rival skuffer med resultater i lungekræftstudie https://proinvestor.com/investornyt/1211578/genmab-rival-skuffer-med-resultater-i-lungekraeftstudie

ProinvestorNEWS

AstraZeneca :Dato-DXd Fails To Significantly Improve Overall Survival In Phase III Lung Cancer Trial https://proinvestor.com/investornyt/1211514/arrivent-announces-positive-phase-1b-data-for-firmonertinib-in-nsclc-with-egfr-pacc-mutations

Hugininvest

PS! Det jeg mente 09.59 var, at selv uden yderligere nyt burde aktien stige væsentligt mere.

lahn1

Aprops Amivantamab vs Tagrisso, så hæver BNT327 lige baren for 2. L EGFRm NSCLC en hel del post EKGR-TKI. overall: ORR 55%/DCR 95%
PD-L1<1%: 35%/93%
1-49%: 57%/100%

=50%: 92%/92%