Genmab — December 2024
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Hjemtagning af hvad? De få der købte på den absolutte bund i november var kun oppe med 7% i går aftes.
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Nej, den køber jeg heller ikke. Men hælder snarere til, at det er en lidt forsinket reaktion på Nordeas kommentar, krydset med lidt skattesalg, snarere end "sell the news" vedr. epco. Men det kan selvfølgelig sagtens være lidt af det hele.
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Uanset, så falder aktien ovenpå ASH. - Det er set så længe jeg husker. Men tror nu heller ikke det er derfor aktien falder...... Men hvor tit har vi ikke siddet og prøvet at finde forklaringer på at aktien faldet - det er jo lidt grotesk at man skal lede og gisne over forklaringerne...
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Bispecific Antibody Epcoritamab Yields High Response Rates in CLL Trial https://www.oncologynewscentral.com/cll/bispecific-antibody-epcoritamab-yields-high-response-rates-in-cll-trial?ap=sclonc
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I know we don't have high royalty rates on Tec and Tal, but the development costs of those must be massive if you see all the data produced and trials run... no way Genmab would have been able to pull that off... will be a steady revenue stream for many years to come, at no cost or effort
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The Society for Immunotherapy of Cancer (SITC) is pleased to present highlights of the latest advances in immunotherapy emerging from the ASH Annual Meeting 2024 -they mention 2 epco abstracts https://www.sitcancer.org/blogs/thomas-martin/2024/12/11/ash-annua
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7/11 14:45 af Solsen
Epco looks like a blockbuster in 2026 at latest. And a multiblockbuster in years ahead. Hopefully a +$5bn. // 7/11 15:13
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I think to get to $5bn we would need to also get CLL as indication? Jan spoke about an abstract at ASH i believe on CLL so hopefully that is a first step in deciding to pursue that area? -
Healthcare stocks fall as lawmakers push for bill to break up drug middlemen https://www.reuters.com/business/healthcare-pharmaceuticals/health-insurer-stocks-fall-wsj-says-lawmakers-set-break-up-pharmacy-benefit-2024-12-11/ https://www.cnbc.com/2024/12/11/health-care-stocks-fall-after-warren-pbm-bill-brian-thompson-shooting.html
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Nævnte de noget i går om, hvorfor beslutning om fremtiden for GEN1042 er blevet rykket til 2025?
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i think that was already sort of clear from the Q3 call in Nov: JvdW: So for 1042, we are still collecting more data. And in the next months, we aim to take a decision on next steps. So we will be in the coming months, and we have collected all that data, different doses and dose frequency, we'll make a decision on next step for 1042 bispecific program.
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