Genmab — Oktober 2024
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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
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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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