Genmab — Oktober 2024
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Genmab kan se frem til øgede royalties fra Novartis, som slår forventningerne https://proinvestor.com/investornyt/1234109/genmab-kan-se-frem-til-ogede-royalties-fra-novartis-som-slar-forventningerne
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novartis q3-2024-investor-presentation https://www.novartis.com/sites/novartis_com/files/q3-2024-investor-presentation.pdf
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God formiddag, Jeg husker at der var en der lagde et link op til H2H undersøgelsen ville være færdig i udgang af oktober, men er der nogle som ved hvor længe der plejer at gå før vi ser disse data? Umiddelbart ville jeg jo mene at de skal udgives med det samme, men er der nogle som kan be- eller afkræfte dette?
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"Primary completion" (som næsten altid er et estimat) betyder strengt taget ikke færdig en bestemt dato, men kan for eksempel betyde, at den sidste patient forventes behandlet på et givet tidspunkt. Det er meget forskelligt, hvor hurtigt efter data offentliggøres.
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Q3-2024-PFE-Earnings-Release Pizer Tivdak $34 (32 US, 2 international) https://s28.q4cdn.com/781576035/files/doc_financials/2024/q3/Q3-2024-PFE-Earnings-Release-Final.pdf
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Exclusive: Genmab lines up T cell engager pact with Revitope Oncology https://endpts.com/exclusive-genmab-lines-up-t-cell-engager-pact-with-revitope/ https://www.revitope.com/
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Where i first thought that maybe Pfizer would be less interested in furthere Tiso development, now it could certainly also be Genmab after the addition of the Profound bio portfolio. If they really think toxicity is less with those ADC's then it is with Tiso ,
it may be smart to invest the money there... -
a few changes in the GEN1046 Safety Trial write up. Also completion dates delayed (again) by a year this time; I wonder, given that they already stopped recruiting early this year, could that mean that patients stay on the drug longer than expected? or how should we look at this? https://clinicaltrials.gov/study/NCT03917381?tab=history&a=35&b=36#version-content-panel
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GEN1047 set to Active not recruiting at 179 actual patients vs 400 expected, so I guess that doesn't look good? Not a very big surprise , was expecting news this quarter, let's see if they can give an update next week
https://clinicaltrials.gov/study/NCT05180474?tab=history&a=16&b=17#version-content-panel
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