Genmab — Oktober 2024

[StockBull]

Welcome to Genmab

(www.genmab.com)

[StockBull]

Optimizing clinical trials
Clinical trials are essential for evaluating the safety and efficacy of new treatments. Yet they can be lengthy, costly and challenging. Genmab is using AI to optimize the clinical trials process, applying the technology to help identify suitable patient populations, streamline the recruitment process, and design and execute trials more efficiently.

[E_L]

There was a TV abstract at the 62nd Annual Meeting of the Japanese Society of Clinical Oncology - Tisotumab Vedotin vs Chemotherapy in Japanese Patients With Recurrent/Metastatic Cervical Cancer From
the Phase 3 innovaTV 301 Study.

[E_L]

translating this https://medical.nikkeibp.co.jp/leaf/all/cancernavi/news/202410/586322.html gave some results , best in english- During the median follow-up period of 13.7 months, the median OS was 15.0 months (95% CI: 9.7-NE) in the TV group and 8.5 months (95% CI: 6.8-10.6)

[E_L]

If i am not mistaken, the data we had seen before was 11.5 vs 9.5 months OS (with a slightly shorter follow up though), so this data seems better at first glance

[StockBull]

Næste uge bliver meget interessant med Novo, Genmab og det amerikanske valg

[lahn1]

visse-vasse

[StockBull]

Det jo Genmab selv der siger de bruger AI til at optimere clinical trials

[StockBull]

men ja p.t kan vi kun gætte. også derfor Jan skal længere frem i skoene for opdatere på alle fronter

[lahn1]

Bryder mit hoved med Gen1046 completion data, og vil gerne tro på at datoen er udsat fordi patienterne lever længere end de oprindeligt havde regnet med. Men det kan vel også have at gøre med deres mitigation plan, som nu tilsiger at visse patienter skal have pauser for a ikke udmatte T-cellerne. Det sidste er også nyt ift den oprindelige plan og kunne sagtens være grundet til den udsatte dato uden at være negativt.

[JKY_VH]

Ja, det er i givet fald et positivt "problem", men er der noget til hinder for at give en status på forsøget eller vil det ikke give mening af en eller anden årsag?

[lahn1]

ja jeg vile jo gerne høre " due to patients staying much longer on the trial then first expected, we now longer expect to complete the stude by... ... . det kunne aktiekursen godt bruge Men de besværer sig jo heller ikke med at informere markedet når der igangsættes phase 3 forsøg, så sådan en lille detalje som en dato skal vi nok ikke regne med at høre om.

[Raun]

Mon ikke der er en grund til at Genmab er blevet så lukket

[E_L]

AbbVie Q3 2024 Epkinly US $16, Intern. $27, Total $43 U.S. revenues reflect profit sharing. International revenues reflect product revenues as well as profit sharing from certain international territories. https://news.abbvie.com/2024-10-30-AbbVie-Reports-Third-Quarter-2024-Financial-Results

[E_L]

Nine Months Ended September 30, 2024 Epkinly 42 / 64 / 106

[gentogen]

Det kan vel næsten kun være positivt, at de har udvidet perioden, hvor de holder øje med ORR, DoR, PFS og OS til tre år nu

[E_L]

so Roche YTD september '24 Columvi 116m + Lunsumio 54m = 170m CHF =~ $196m ; Epkinly roughly 2x $106m =~ $212m

[lahn1]

Bogføre ABBV ikke kun 50% af US+JP revenues men 100% af RoW ?

[E_L]

that is how i also think it is and why i say 'roughly' 2x. Japan is in ROW, so we don't know the exact split, so it is impossible to determine the exact total sales imo for now

[E_L]

For Q2 24 we had from AbbVie 14 + 22 = 36 and then i have a number from Genmab (but can't find where i got that from...) of 67