Genmab — December 2024

[E_L]

look at something like ADCT, said they would publish some data just after ASH and doubled on that new, and when the data came the fell all the way back. It's wild out there...

[E_L]

Yahoo

(finance.yahoo.com)

[E_L]

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

[Bulder]

Novo er heller ikke for køn i dag, selvom den steg i aftes i U.S. på rygter om godkendelse af Catalent købet.

[E_L]

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

[E_L]

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
af E L

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?

[E_L]

I think we made very very big step yesterday with that CLL data

[Raun]

Sounds good EL

[E_L]

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

[E_L]

may contribute to today's sector weakness, but i do not think this would negatively impact biotech firms (on the contrary)

[lahn1]

Nice call EL on the CLL, no breaking up middlemen, would be a good thing generally speaking.

[Aaanditsgone]

Nævnte de noget i går om, hvorfor beslutning om fremtiden for GEN1042 er blevet rykket til 2025?

[E_L]

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.

[E_L]

and: On GEN1042, we are still collecting data in frontline settings in four different cancers, and we believe that we have all the data in hand in the coming months to make a decision on next steps, and we'll let you know at that time.

[lahn1]

Do we expect new approvals in EPCO beside JP 3L FL by 2026 ? Then 2L FL in 2027 and 2L and 1L DLBCL i 2028.

[E_L]

JP should be 1Q 2025

[E_L]

the rest will depend on how fast data comes, but they were very very optimistic (almost surprised) on the fast accruals
for the trials, no?

[E_L]

RBC: The top picks for 2025 European pharma/bio companies are Genmab, Almirall and Ipsen

[GeorgeBest]

Fra Nordea: “ Genmab (Hold) - Genmab var vært ved en R&D opdatering ifm. ASH konferencen. Ikke så meget nyt ift. data, men Genmab sagde, at de forventer at sende datatpakke til JNJ på Hexabody CD-38 inden årets udgang. Herefter starter uret og JNJ har 60 dage til at beslutte sig ift. udnyttelse af option. Vores bedste gæt er, at JnJ ikke udnytter optionen, da fremtidig fokus synes at være på bi-specifikke antistoffer og ikke mono-specifikke produkter som Hexabody CD-38.”

[E_L]

by the way, on GEN1042, i already wrote in my notes from the Q2 24 Biontech call 'delayed to 2025 ' it's not new.