Genmab — December 2024
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Hvis aktien er afkoblet fra virkeligheden, kan det også give en vild tur, når den bliver koblet på igen. Om det er op eller ned, må JNJ vise os. Jeg tror, at aktien er meget påvirket af tech og den blow-off top, der rygtes at være i gang. 2025 bliver året, hvor vi får klarhed over det hele.
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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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Genmab vil udvide AI-afdeling
Hisham Hamadeh, der er global chef for datavidenskab og AI i Genmab, forventer at 2025 bliver et vendepunkt.
(medwatch.dk)
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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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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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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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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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Tri-specific Antibody SAR442257 in RRMM - further development halted
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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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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 -
further ASH24 presentations /posters via https://www.genmabmedicalaffairs.com/congress?filv1=21
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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
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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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