Genmab — November 2024

[E_L]

No. I think you have to see it in the light of this, from Biontech results: (“R&D”) expenses were €550.3 million for the three months ended September 30, 2024, compared to €497.9 million for the comparative prior year period. For the nine months ended September 30, 2024, R&D expenses were €1,642.4 million, compared to €1,205.3 million for the comparative prior year period.

[E_L]

Costs going through the roof with lower covid sales as expected

[E_L]

they have to make choices, and already have a few 100% owned programs for the same target

[Plimsoller]

Ok, so a cost cutting exercise which hopefully turns out to be a bad decision for them.

[Plimsoller]

Thank you.

[E_L]

at the time of the decision they said something like; even if it is a success, we will still get something -since they will get some royalties- but we don't have to fund the Ph3 trial

[E_L]

SITC24 another Genmab abstract (but don't ask me to explain...)
1382 In-situ subtyping of γδT cells in the tumor microenvironment with spatially resolved transcriptomics https://jitc.bmj.com/content/12/Suppl_2/A1545

[E_L]

ASH24 Mim8 (denecimig) https://ash.confex.com/ash/2024/webprogram/Paper198395.html https://ash.confex.com/ash/2024/webprogram/Paper198617.html

[gentogen]

!!! Fixed-duration epcoritamab + R-CHOP induced deep, durable CRs (24-mo estimated duration of CR, 83%) and high rates of MRD negativity (91% of evaluable patients), leading to long-term remissions (24-mo estimated OS, 87%)

[E_L]

Genmab to Showcase Strength and Breadth of Comprehensive Epcoritamab-bysp Development Program at 2024 American Society of Hematology (ASH) Annual Meeting https://ir.genmab.com/news-releases/news-release-details/genmab-showcase-strength-and-breadth-comprehensive-epcoritamab

[lahn1]

Nææ en PR fra Gmab det var lige godt s…..

[E_L]

another one then for you Genmab to Present at Jefferies London Healthcare Conference https://ir.genmab.com/news-releases/news-release-details/genmab-present-jefferies-london-healthcare-conference-1

[Bulder]

Hm, ads’en ligger i 1558 under pæn omsætning.

[Bulder]

Kan være dagens epco-medd har fået nogen til at indse at Genmab er andet og mere end dara.

[Raun]

Det kunne være dejligt at DK kører med på US optimisme. Men vi så faktisk lidt det samme billede mandag, og det var DK ret ligeglad med..... Men dog en dobbelt så stor omsætning ift. hvad US plejer...

[Solsen]

Dette skulle være en konkurrent til Carvykti https://finance.yahoo.com/news/arcellx-present-clinical-data-phase-140000917.html

[Bulder]

Ja, det er jo imponerende responser i 4. linje eller senere. Kan erzo næppe hamle op med.

[Solsen]

Næppe. Men hvor stor en kapacitet kan man opstille til CAR-T og hvor meget har Medicare råd til ?

[Bulder]

Klart nok. Erzo skal jo være et off the shelf produkt, helst i subkutan version, som med frontrunner i ryggen bliver godkendt til 1. linje på rekordtid. De der så relapser og bliver cd38 refraktære kan overgå til car-t, få komplet respons og leve fint til deres dages ende.

[gentogen]

Måske. the pooled prevalence of relapse within the first 12 months after CAR-T infusion was 61%