Genmab — Oktober 2024
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Amgen reaps Horizon buyout rewards in Q3 as it gears up for key biosim launches https://www.fiercepharma.com/pharma/amgen-continues-reap-horizon-rewards-tepezza-sales-growth-it-gears-biosimilar-launches
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I en kommentar til disse resultater sagde Dr. Nishio: `` Da tisotumab vedotin viste effekt og en håndterbar sikkerhedsprofil i den japanske befolkning, anbefales det også i Japan til sekundær og tertiær behandling af fremskreden eller tilbagevendende livmoderhalskræft, der er blevet forværret efter kemoterapi. Det vil være effektivt som en næste behandling."
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Med virksomhedens betydelige ressourcer og innovative forskning er det rimeligt at forvente, at der snart vil blive introduceret nye produkter eller teknologier, som kan generere yderligere indtægter gennem licensering. Spændende hvad Jan disker op med i næste uge.
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JPM har peaksalg på 5miausd. Den betydelige op- og nedadgående risiko for aktiekursen omkring JNJs opt-in-beslutning
på HexabodyCD38 (HBCD38), sandsynligvis tidligt i 2025, hvor der både er begrænsede kliniske data
som man kan se på fra et klinisk perspektiv, og hvor JNJ også har ydet meget
lidt kommentar til dets niveau af interesse for programmet. Vi modellerer i øjeblikket 50% POS af
en opt-in og $5 mia. topsalg. -
EL 13:10, yes wired, makes it sund like TV is working better in J pys. But the info that is WAS 11.5 vs 8.5 I guess tells that this just might be a new data cut? and it would cover alle pts and not only J pts. J is used to have J-specific aren't they ? so could be when it's an international trial they make sure to highlight, that it also works in J pts ? my guess
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Genmab A/S(Neutral; Price Target: Dkr 2,050)
Investment Thesis
We rate Genmab Neutral, noting:
(1.) The significant shareprice upside and downside risk around JNJ’s opt-in decision
on HexabodyCD38 (HBCD38), likely early 2025, where there is both limited clinical data
on which to take a view from a clinical perspective, and where JNJ has also provided very
little commentary on it’s level of interest in the program. We currently model 50% POS of
an opt-in and $5bn peak sales. -
@14.38 it is definitely a new data set/cut, and specifically on Japanese patients. The question is if an update of the earlier ESMO data ex-Japan would give a similar improvement? Or does it only work for Japanese patients? Or has for example better toxicity management improved results/ allowed patients to stay on the drug longer? Either way, I would like to know
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There are responders in ongoing pilot trial of Daratumumab for ME/CFS. Now researchers are planning a placebo controlled trial https://x.com/TimofejM77894/status/1851978525726679119
great result but can’t see any new date for data ? I hope its new or the remaining pts groups’ data will suffer from this subgroup of Japanees doing so well i guess
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