Genmab — September 2024

[Solsen]

Carvykti med gode 3 års data i second line https://finance.yahoo.com/news/carvykti-first-only-cell-therapy-203000097.html

[Solsen]

Vi skal nok huske de ca 60% MRD negative, når vi ser erzo data.

[Solsen]

Tillige mange bivirkninger grade 3/4

[E_L]

After Sanofi's first-line myeloma nod, J&J strikes back with new tranche of Darzalex data https://www.fiercepharma.com/pharma/after-sanofis-first-line-myeloma-nod-jj-strikes-back-new-tranche-darzalex-data

[E_L]

Antibody drug conjugates in recurrent or metastatic cervical cancer: a focus on tisotumab vedotin state of art

Therapeutic Advances in Medical Oncology https://journals.sagepub.com/doi/10.1177/17588359241277647

[gentogen]

BI predicts Darzalex sales will hit $14.7 billion by 2030.

[gentogen]

BI’s belief Darzalex may fail to hit the heights anticipated by other analysts reflects the assumption that Inflation Reduction Act price cut for Darzalex in 2029 will also impact the newer subcutaneous formulation Darzalex Faspro.

[gentogen]

Just a moment...

(www.fiercepharma.com)

[gentogen]

The multiple myeloma market is booming. Bloomberg Intelligence (BI) forecasts sales will hit $33 billion in 2030, up almost $10 billion on last year,

[Bulder]

Gentogen 9:33: Netop Winkels pointe, når han mener, at IRA kan motivere jnj til at opte in på erzo.

[Solsen]

Den tese bliver mere og mere interessant. Og godt at JNJ ikke kan lukrere på et par forvirrede domsmænd !

[gentogen]

The IRA promotes the use of biosimilar drugs, which are similarto existing biologic drugs. For myeloma patients, this can lead to more accessible and cost-effective treatment options

[gentogen]

Attention Required! | Cloudflare

(www.myeloma.org)

[gentogen]

the company can breathe a bit easier thanks to the assumption that Darzalex Faspro, the Halozyme-partnered subcutaneous version of J&J’s multiple myeloma blockbuster, will be safe from price negotiations for the foreseeable future thanks to its under-the-skin formulation, Taubert said

[gentogen]

Just a moment...

(www.fiercepharma.com)

[gentogen]

Noget uklart det hele, men omvendt JNJ går jo benhårdt efter max MM marked (inklusive alverdens kombinationsbehandlinger), så egentlig lidt svært at se dem opte ud

[gentogen]

Og virker erzo er markedet alligevel voldsom plus andre indikationer, så opt ud ikke nødvendigvis kun skidt...men data, data. data....

[Bulder]

Ja, det er det vi venter på. H2H studiet har primary completion, 10-2024. Så fra på
tirsdag kan data komme når som helst.

[E_L]

Enhancing Fc-mediated effector functions of monoclonal antibodies: The example of HexaBodies https://onlinelibrary.wiley.com/doi/10.1111/imr.13394?af=R [The review will summarize the development, preclinical, and clinical testing of several HexaBodies designed for the treatment of B-cell malignancies, as well as the potential use of the HexaBody technology beyond Fc-mediated effector functions.]

[Solsen]

Spændende, men vi mangler beviset på at effekten er overbevisende. Lad det komme med erzo