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  4. Genmab — December 2024

Genmab — December 2024

Planlagt Fastgjort Låst Flyttet Genmab
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  • L Offline
    L Offline
    lahn1
    wrote on sidst redigeret af
    #187

    Healthcare fik en snitter igår i USA, nede med 1,25% så et sammenfald med sell on news/ASH og gårsdagens fald i USA tror jeg.

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    • E Offline
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      E_L
      wrote on sidst redigeret af
      #188

      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...

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      • E Offline
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        E_L
        wrote on sidst redigeret af
        #189

        Link Preview Image
        Yahoo

        favicon

        (finance.yahoo.com)

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        • E Offline
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          E_L
          wrote on sidst redigeret af
          #190

          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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          • BulderB Offline
            BulderB Offline
            Bulder
            wrote on sidst redigeret af
            #191

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

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            • E Offline
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              E_L
              wrote on sidst redigeret af
              #192

              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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              • E Offline
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                E_L
                wrote on sidst redigeret af
                #193

                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?

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                • E Offline
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                  E_L
                  wrote on sidst redigeret af
                  #194

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

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                  • R Offline
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                    Raun
                    wrote on sidst redigeret af
                    #195

                    Sounds good EL 🙂

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                    • E Offline
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                      E_L
                      wrote on sidst redigeret af
                      #196

                      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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                      • E Offline
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                        E_L
                        wrote on sidst redigeret af
                        #197

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

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                        • L Offline
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                          lahn1
                          wrote on sidst redigeret af
                          #198

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

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                          • A Offline
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                            Aaanditsgone
                            wrote on sidst redigeret af
                            #199

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

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                            • E Offline
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                              E_L
                              wrote on sidst redigeret af
                              #200

                              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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                              • E Offline
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                                E_L
                                wrote on sidst redigeret af
                                #201

                                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.

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                                • L Offline
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                                  lahn1
                                  wrote on sidst redigeret af
                                  #202

                                  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.

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                                  • E Offline
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                                    E_L
                                    wrote on sidst redigeret af
                                    #203

                                    JP should be 1Q 2025

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                                    • E Offline
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                                      E_L
                                      wrote on sidst redigeret af
                                      #204

                                      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?

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                                      • E Offline
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                                        E_L
                                        wrote on sidst redigeret af
                                        #205

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

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                                        • G Offline
                                          G Offline
                                          GeorgeBest
                                          wrote on sidst redigeret af
                                          #206

                                          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.”

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