Genmab — December 2024

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.

E_L

what interest me more is if they can translate some of the findings from GEN1046, eg on dosing, to GEN1042, and if they are doing any work to that effect

ProinvestorNEWS

Helge Larsen indleder kort med en servicemeddelelse om ProInvestor.com, som har fået en større teknisk opdatering. Men ellers ser han i denne uge bl.a. på Genmab, som har fremlagt gode data på Epcoritamab på ASH-konferencen, Novo Nordisk og Cargrisema og på Bavarian Nordics aktietilbagekøb. Kort video: https://proinvestor.com/boards/123416

Bella1

Har købt i 1487, - det kan da kun gå fremad

lahn1

Er der nogen som har udregnet JnJ’s Darzalex net price ?

JKY_VH

Genmab er dagens aktie hos JB https://www.jyskebank.dk/finansnyt/morgennyt/5b01b76d-4e8b-4fe1-ba9e-3b8cad863ca5/!ut/p/z1/rVRNU-owFP0tLlh2kn7YFnelIGL5KoKk2TBpiTXapBhKFX-9KZ03rzL68I1kk9ybm3PO3LknAAMEsCAlS0nBckEyFUfYXk2NrqW7d3Dcn3ZMGM6HwfWsO9PnEwfcg6gDonYo3Z4HlqeqsbqG3ywPqvf4VEmkKJxvKSwdLEtGX8FC5JIr_XcV4iZhaxBdxlCPHXutWdSNNeuB6lpM2lQzYzcha9c2E3IJbk4xBPArhqU_WoWL3ky93RV8lRC-ISwVIOK5TKkQ-6K-4HTNdhxElBOW1altvpMJVZUqs6WyZCr4P81Hgt3pjQPtUWhZnXmgG7b1y5YcwU_CA7w-6AfGxDRM47zwx-22zw0_sKDtD4K5M55Be3JmeNfrtqH

LP90

ned ned og ned er der overhovedet ingen bund i aktien jeg kan ikke blive ved med at lave støtte opkøb

The_Joker

Det virker næsten som om Michael Novod's kommentarer endegyldigt at smadret alle forhåbninger om, at J&J kunne finde på at udnytte optionen. Jeg har fundet følgende beskrivelse af rettighederne fra en ældre artikel og jeg er nysgerrig efter, hvorvidt man virkelig skal betragte CD-38 værdiløst såfremt J&J ikke udnytter optionen https://www.genengnews.com/topics/cancer/janssen-genmab-partner-on-follow-on-to-darzalex-for-multiple-myeloma-diffuse-large-b-cell-lymphoma/

The_Joker

"If Janssen does not exercise its option, Genmab can continue to develop and commercialize HexaBody-CD38 for Darzalex-resistant patients, and in all other indications except those multiple myeloma or amyloidosis indications where Darzalex is either approved or is being actively developed."

Bulder

Ud over MM testes erzo også i DLBCL og AML. Så når vi ser data herfra, vil det vise sig om der er muligheder der.

Bulder

ClinicalTrials.gov

(clinicaltrials.gov)