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  4. Genmab — December 2024

Genmab — December 2024

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • P Offline
    P Offline
    ProinvestorNEWS
    wrote on sidst redigeret af
    #34

    I videoen her gennemgår vi Genmab med 3-PointPlaybook-strategien. Her kigger vi på følgende punkter:

    1. Er aktien solid?
    2. Er aktien godt prissat?
    3. Er timingen rigtig? https://proinvestor.com/boards/123320
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    • E Offline
      E Offline
      E_L
      wrote on sidst redigeret af
      #35

      Japanese acasunlimab safety trial Completed https://clinicaltrials.gov/study/NCT04937153?tab=history&a=17&b=18&compareMode=sideBySide#version-content-panel

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      • E Offline
        E Offline
        E_L
        wrote on sidst redigeret af
        #36

        https://x.com/Larvol/status/1864673303862157521/photo/1 promising #ClinicalTrials, most discussed among the oncologists on X - TRIMM-2 = Talq-Dara, Epcore= Epco, MajesTEC=Teclistamab, Auriga & AQUILA =Dara

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        • P Offline
          P Offline
          ProinvestorNEWS
          wrote on sidst redigeret af
          #37

          Danmark har flere store virksomheder, som danskerne er stolte af, og som er blevet til folkeaktier. Men det seneste års tid har der været udfordringer, som har fået nogle danskere til at søge grønnere græsgange. Lyt med, når Helge Larsen kigger på udfordringerne hos to af folkeaktierne - nemlig Vestas og Genmab. https://proinvestor.com/boards/123323

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          • P Offline
            P Offline
            ProinvestorNEWS
            wrote on sidst redigeret af
            #38

            Teknisk analyse på Genmab https://proinvestor.com/boards/123349

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            • BulderB Offline
              BulderB Offline
              Bulder
              wrote on sidst redigeret af
              #39

              En fair value, der er til at forstå 😉 https://simplywall.st/stocks/dk/pharmaceuticals-biotech/cph-gmab/genmab-shares

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              • M Offline
                M Offline
                M_T_A
                wrote on sidst redigeret af
                #40

                @Bulder hehe, synes dog tit at Simplty har værdiansættelser helt hen i vejret. 🙂 Kigger man på forudsætningerne fra beregningen antager beregningen en FCF på nuværende 6 mia som vokser til underkanten af 20 mia i 2030, og fortsætter i samme tempo. Er dette en realistisk projektion? Hmm 😄

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                • R Offline
                  R Offline
                  Riis7
                  wrote on sidst redigeret af
                  #41

                  Det hvis os bare en omgang ai de bruger;-) måske sælge Genmab og købe nogle ai aktier 😉 nvidia har vækst;-)

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                  • D Offline
                    D Offline
                    deleted-user
                    wrote on sidst redigeret af
                    #42

                    Jeg bliver altid så glad, når jeg læser dine indlæg Riis. Det minder mig om, at Proinvestor har plads til alle.

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                    • E Offline
                      E Offline
                      E_L
                      wrote on sidst redigeret af
                      #43

                      Genmab
                      @Genmab
                      We are presenting new clinical data at #ASH24 across subtypes of non-Hodgkin’s lymphoma (#NHL), a type of cancer that affects the lymphatic system, usually found in the lymph nodes. Swipe to learn more about this disease and how it can affect patients.
                      https://x.com/Genmab/status/1865097213652668441

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                      • E Offline
                        E Offline
                        E_L
                        wrote on sidst redigeret af
                        #44

                        https://x.com/Genmab/status/1865105322727047581

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                        • HenrikhotH Offline
                          HenrikhotH Offline
                          Henrikhot
                          wrote on sidst redigeret af
                          #45

                          Investigational Epcoritamab (DuoBody® CD3xCD20) Combination Therapy Demonstrates High Response Rates in Clinical Trial of Patients With Relapsed or Refractory (R/R) Follicular Lymphoma (FL). https://ir.genmab.com/news-releases/news-release-details/investigational-epcoritamab-duobodyr-cd3xcd20-combination https://ir.genmab.com/news-releases/news-release-details/investigational-epcoritamab-duobodyr-cd3xcd20-combination

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                          • SolsenS Offline
                            SolsenS Offline
                            Solsen
                            wrote on sidst redigeret af
                            #46

                            2 års overlevelse i FL relapsed er 90% og er imponerende. Epco bliver et stort aktiv.

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                            • E Offline
                              E Offline
                              E_L
                              wrote on sidst redigeret af
                              #47

                              the press release from AbbVie -- https://news.abbvie.com/2024-12-07-Investigational-Epcoritamab-DuoBody-R-CD3xCD20-Combination-Therapy-Shows-High-Response-Rates-in-Clinical-Trial-of-Patients-With-Relapsed-or-Refractory-R-R-Follicular-Lymphoma-FL

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                              • E Offline
                                E Offline
                                E_L
                                wrote on sidst redigeret af
                                #48

                                slides-
                                Fernando Martín Moro
                                @Fer_martinmoro
                                Fixed-Duration Epcoritamab + R2 in R/R Follicular Lymphoma: 2-Year Follow-up from Arm 2 Epcore NHL-2 Trial https://x.com/Fer_martinmoro/status/1865569927740203505

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                                • E Offline
                                  E Offline
                                  E_L
                                  wrote on sidst redigeret af
                                  #49

                                  The Fixed duration regime is offcourse a response to glofitamab competition- this poster suggests it may be better to keep treating to progression (for some patients?)
                                  https://x.com/DrRaulCordoba/status/1865654728618852709 @DrRaulCordoba
                                  #ASH24 Interesting study
                                  : “Treatment to progression vs FDT efficacy of #epcoritamab: a modeling and simulation study”

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                                  • SolsenS Offline
                                    SolsenS Offline
                                    Solsen
                                    wrote on sidst redigeret af
                                    #50

                                    Only negative is neutropenia. Do we know what they are doing with that - treatment ?

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                                    • E Offline
                                      E Offline
                                      E_L
                                      wrote on sidst redigeret af
                                      #51

                                      "In the event of febrile neutropenia,
                                      patients should be evaluated for infection and managed with antibiotics, fluids and other supportive care,
                                      according to local guidelines." "Of the 105
                                      patients who had neutropenia/neutrophil count decreased events, 61% received G-CSF to treat the
                                      events" https://www.ema.europa.eu/en/documents/product-information/tepkinly-epar-product-information_en.pdf

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                                      • SolsenS Offline
                                        SolsenS Offline
                                        Solsen
                                        wrote on sidst redigeret af
                                        #52

                                        Thanks EL

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                                        • E Offline
                                          E Offline
                                          E_L
                                          wrote on sidst redigeret af
                                          #53

                                          by chance this article today, shows- There are limited data on the use of G-CSF in anti-CD20 BsAbs. In a study of mosunetuzumab for R/R B-NHL, a total of 60/218 (27.5%) patients experienced a neutropenic event, and 41/60 patients (68.3%) received G-CSF, with a positive response in 39/41 patients (95.1%). A phase I trial of glofitamab noted that G-CSF was administered in 37 patients (21.6%), while a dose-expansion phase I/II study of epcoritamab noted that only 10.1% of patients required G-CSF

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