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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.
  • W Offline
    W Offline
    w
    wrote on sidst redigeret af
    #269

    $GMAB - Genmab A/S: Circling Back On This Complicated Story.

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    • W Offline
      W Offline
      w
      wrote on sidst redigeret af
      #270

      Access to this page has been denied

      px-captcha

      favicon

      (seekingalpha.com)

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      • StockBullS Offline
        StockBullS Offline
        StockBull
        wrote on sidst redigeret af
        #271

        der er en stigende debat om, hvordan sundhedssektoren og store medicinalfirmaer, der ikke integrerer AI i deres processer, kan miste konkurrenceevne. AI har potentiale til at revolutionere forskning, diagnose og behandling, hvilket kan give dem, der omfavner teknologien, en betydelig fordel. Investorer er ofte på udkig efter virksomheder, der innoverer og tilpasser sig nye teknologier, hvilket kan påvirke aktiekurserne i fremtiden. Håber Genmab køre fuld skrue m.h.t at implementere AI

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        • R Offline
          R Offline
          Raun
          wrote on sidst redigeret af
          #272

          Det er meldt ud for et stykke tid siden at Genmab satser stort på AI

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          • R Offline
            R Offline
            Raun
            wrote on sidst redigeret af
            #273

            Link Preview Image
            Genmab vil udvide AI-afdeling

            Hisham Hamadeh, der er global chef for datavidenskab og AI i Genmab, forventer at 2025 bliver et vendepunkt.

            favicon

            (medwatch.dk)

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            • E Offline
              E Offline
              E_L
              wrote on sidst redigeret af
              #274

              ASH24 718 Safety and Efficacy of Mim8 Prophylaxis Administered Once Every Two Weeks for Patients with Hemophilia A with or without Inhibitors: Interim Analysis of the FRONTIER4 Open-Label Extension Study https://ash.confex.com/ash/2024/webprogram/Paper198617.html

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              • E Offline
                E Offline
                E_L
                wrote on sidst redigeret af
                #275

                Tadashi Matsushita, MD, PhD: Reducing Treatment Burden in Hemophilia A - findings from the OLE FRONTIER4 study of Mim8. https://www.hcplive.com/view/matsushita-reducing-treatment-burden-hemophilia-a

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                • E Offline
                  E Offline
                  E_L
                  wrote on sidst redigeret af
                  #276

                  ASH24 1212 Mim8 Prophylaxis Beyond Bleeding: Investigating Multifaceted, Patient-Reported Outcomes for Hemophilia A in the FRONTIER2 Study https://ash.confex.com/ash/2024/webprogram/Paper198395.html

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                  • E Offline
                    E Offline
                    E_L
                    wrote on sidst redigeret af
                    #277

                    Mim8 Improved Patient Outcomes in Hemophilia A in FRONTIER2 Trial https://www.rarediseaseadvisor.com/news/mim8-improved-patient-outcomes-in-hemophilia-a-in-frontier2-trial/

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                    • E Offline
                      E Offline
                      E_L
                      wrote on sidst redigeret af
                      #278

                      Tri-specific Antibody SAR442257 in RRMM - further development halted

                      • https://www.youtube.com/watch?v=7NzP-E9WnRo
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                      • G Offline
                        G Offline
                        gentogen
                        wrote on sidst redigeret af
                        #279

                        This Phase 1 study of SAR'257 showed an anti-tumor response in a small number of pts from the rrMM and rrNHL cohorts. Due to safety concerns, in particular high rates of EBV and CMV reactivation and recurrent episodes of CRS in the higher dose levels, the study was terminated during dose escalation

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                        • G Offline
                          G Offline
                          gentogen
                          wrote on sidst redigeret af
                          #280

                          the overall response rate (ORR), defined as partial response (PR) or better, was 5%......

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                          • E Offline
                            E Offline
                            E_L
                            wrote on sidst redigeret af
                            #281

                            ASH24 T Cells from CLL Patients on Venetoclax Mount Potent Cytotoxic Responses in
                            Combination with Epcoritamab, a CD20/CD3 Bispecific Antibody https://www.postersessiononline.eu/173580348_eu/congresos/ASH2024/aula/-SUN_3231_ASH2024.pdf https://ashpublications.org/blood/article/144/Supplement 1/3231/533852/T-Cells-from-CLL-Patients-on-Venetoclax-Mount

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                            • E Offline
                              E Offline
                              E_L
                              wrote on sidst redigeret af
                              #282

                              further ASH24 presentations /posters via https://www.genmabmedicalaffairs.com/congress?filv1=21

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                              • nohopeN Offline
                                nohopeN Offline
                                nohope
                                wrote on sidst redigeret af
                                #283

                                Hypotese: JnJ meddeler, at Erzo er interessant, men kun til halvdelen af den royalty, som der var aftalt ?

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                                • E Offline
                                  E Offline
                                  E_L
                                  wrote on sidst redigeret af
                                  #284

                                  i have had something like this in the back of my mind as well. it may not be a binary yes or no decision, there may be a gray zone where either JNJ or Genmab tries to adjust the agreement... but that really is a futile discussion for now, until we'll hear what happens

                                  1 Reply Last reply
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                                  • E Offline
                                    E Offline
                                    E_L
                                    wrote on sidst redigeret af
                                    #285

                                    at the end of the day, there is a legal document; if JNJ only wants to pay half Genmab can say no if they think they can make more money with it themselves. they'll have to make a choice.

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                                    • nohopeN Offline
                                      nohopeN Offline
                                      nohope
                                      wrote on sidst redigeret af
                                      #286

                                      Selv halv betaling ville være mere end GENMAB kunne opnå ved selv at promovere Erzo i andre indikationer.

                                      1 Reply Last reply
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                                      • E Offline
                                        E Offline
                                        E_L
                                        wrote on sidst redigeret af
                                        #287

                                        We don't know that. I argued here before that it may very well be that it is actually more valuable in the hands of genmab. But at a greater risk. But only genmab has a reasonable insight into this. My preference for now is for jnj to opt in as that
                                        may be most beneficial for short term stock prices

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                                        • SolsenS Offline
                                          SolsenS Offline
                                          Solsen
                                          wrote on sidst redigeret af
                                          #288

                                          In that case its a NO from Genmab. The decision is binary. Is Erzo interesting or no and the terms we have discussed.

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