Genmab — Oktober 2024
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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
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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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