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  4. Genmab — Oktober 2024

Genmab — Oktober 2024

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • E Offline
    E Offline
    E_L
    wrote on sidst redigeret af
    #886

    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.

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    • E Offline
      E Offline
      E_L
      wrote on sidst redigeret af
      #887

      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)

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      • E Offline
        E Offline
        E_L
        wrote on sidst redigeret af
        #888

        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

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        • StockBullS Offline
          StockBullS Offline
          StockBull
          wrote on sidst redigeret af
          #889

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

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          • L Offline
            L Offline
            lahn1
            wrote on sidst redigeret af
            #890

            visse-vasse 😉

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            • StockBullS Offline
              StockBullS Offline
              StockBull
              wrote on sidst redigeret af
              #891

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

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              • StockBullS Offline
                StockBullS Offline
                StockBull
                wrote on sidst redigeret af
                #892

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

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                • L Offline
                  L Offline
                  lahn1
                  wrote on sidst redigeret af
                  #893

                  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.

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                  • J Offline
                    J Offline
                    JKY_VH
                    wrote on sidst redigeret af
                    #894

                    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?

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                    • L Offline
                      L Offline
                      lahn1
                      wrote on sidst redigeret af
                      #895

                      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.

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                      • R Offline
                        R Offline
                        Raun
                        wrote on sidst redigeret af
                        #896

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

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                        • E Offline
                          E Offline
                          E_L
                          wrote on sidst redigeret af
                          #897

                          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

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                          • E Offline
                            E Offline
                            E_L
                            wrote on sidst redigeret af
                            #898

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

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                            • G Offline
                              G Offline
                              gentogen
                              wrote on sidst redigeret af
                              #899

                              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

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                              • E Offline
                                E Offline
                                E_L
                                wrote on sidst redigeret af
                                #900

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

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                                • L Offline
                                  L Offline
                                  lahn1
                                  wrote on sidst redigeret af
                                  #901

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

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                                  • E Offline
                                    E Offline
                                    E_L
                                    wrote on sidst redigeret af
                                    #902

                                    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

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                                    • E Offline
                                      E Offline
                                      E_L
                                      wrote on sidst redigeret af
                                      #903

                                      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

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                                      • E Offline
                                        E Offline
                                        E_L
                                        wrote on sidst redigeret af
                                        #904

                                        so that is a factor 1.86 (67/36)
                                        (instead of 2)

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                                        • B Offline
                                          B Offline
                                          bikube
                                          wrote on sidst redigeret af
                                          #905

                                          ABBV er nu steget 4% og passeret kurs 197. På trods af at fald i salget af Humira på 37% efter patentslut.

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