Genmab — December 2024

E_L

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

E_L

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

nohope

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

E_L

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

E_L

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.

nohope

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

E_L

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

Solsen

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

Solsen

No more gifts to JNJ.

Jhonnykuskus

Helge har også fint argumenteret i én af sine videoer. At JnJ nok ikke ville kunne have råd til at sige nej. I så fald hvis hexabody viser sig at være bedre end dara. Det jeg har fundet og skrevet i mine noter fra et clinical studie om hexabody er begrænset, da det jo var en lille kohorte. Men at der er en tolerabel bivirkningsprofil. Neutropeni var den hyppigste. Og den er at behandle (Ser man også ved andre patienter).

Jhonnykuskus

Ved andre cytostatika beh.*

Solsen

De penge det koster at sige ja til opt.in. betyder intet i JNJs regnskab. Men data skal jo se interessante ud.

Jhonnykuskus

Det er så spændende hvor meget der hviler på hexabody-cd38. Selvom der er meget spændende data fra epco, samt meget spændende i genmab's pipeline. Men kan alligevel ikke sidde stille i stolen over at hexa gerne skulle slå dara med deres CR og bivirkninger og vigtigst, Sarclisa fra Sanofi som ser meget lovende ud. Der er hård konkurrence.

E_L

Amgen Japan Marks “Significant Milestone” with Tepezza Release, Eyes More Launches
December 16, 2024

Amgen’s Tepezza (teprotumumab) hit the Japan market last month as the first drug for the treatment of active thyroid eye disease (TED). The company’s Japan President Susana Murteira expressed her excitement about the launch on December 13, describing it as… https://pj.jiho.jp/article/252187

E_L

Tivdak officially launched in Hong Kong and Macao https://finance.china.com.cn/industry/medicine/20241216/6197105.shtml

w

ash har indtil videre kostet 10%

deleted-user

W - Imponerende analysearbejde. Har du fået assistance fra Riis og Vittus?

Sukkeralf

ASH var vel fin så den er blot faldet herefter - mon der er lidt skatteteknisk i det, at nogle måske har et tab de kan udnytte

E_L

same from Amgen Japan on tepezza, started selling in Japan nov24 https://www.amgen.co.jp/media/press-releases/2024/11/20241120

Raun

@Sukkeralf - Tror helt sikkert at der på nuværende tidspunkt er en del skatteteknisk salg..... Det er ikke mange der har kunnet prale af at have tjent penge på Genmab aktieni 2024.