Genmab — Januar 2025
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some more quotes from JPM interview- So I think the mix is actually quite ideal when you have both access to immuno-oncology molecules and different types of ADCs. You can actually come to combination regimens, which are completely chemo-free and potentially much better treatments for different types of cancer.
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So what we intend to do is to actually explore them broadly. We have also other immuno-oncology antibodies right now. We have an HexaBody-OX40 in dose escalation with fantastic preclinical data you'll probably see going forward a mix of immune checkpoint targeted molecules together with and likely combinations also in clinical trials.
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And that is, I think, the holy grail. I mean right now, we've made a lot of progress as an industry in the hematology field over the last years, and we have been I think, very active together with J&J in multiple myeloma, essentially turning that deadly in curable cancer and to cancer, you can actually live it for many, many years with very good quality of life. But the reality is that in solid tumors, this is actually much more difficult.
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And I think with these new approaches, and I think you need courageous innovative companies to actually take those approaches and test those approaches despite investors and analysts becoming restless at some point because it's not going quick enough for them I see a number of them in the room now smile. But I think we now have solid financials. We are very, very profitable. We intend to stay profitable, and we're going to bite and deep and actually hold on like a pit ball until we actually
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Lige præcis E L
pessimisterne har stået i kø den seneste tid. Men Genmab er stadig et powerhouse, og vi kan når som helst se nye spændende ting dukke op.
JNJ har vel langt fra været overbeviste om, at de ikke vil opte in. Så var det sket. De har simpelthen ikke besluttet sig endnu, og det er et godt tegn. De har al mulig grund til - ikke at “drille” Genmab igen, efter de snød!!! dem mht royalty. Man kan ikke køre en fast strategi, om at drille sine partnere. Jo længere der går, jo højere er -
Det lyder som en masse data JnJ skal igennem, så de er nok stadigvæk i gang med at analysere. Der er formentlig en grund til at aftalen siger 60 dage og ikke f.eks. 20.
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Jeg er sikker på de har fået en analyse udarbejdet af Genmab så de ikke selv skal gennemgå samtlige patienter med mindre de vil se noget patient specifikt. Genmab har lagt et stort arbejde i at sikre at alt der er positivt er blevet highlighted, selv som Jan nævnte på JPM, alle de muligheder der ligger udenfor MM baseret på tidligere Dara data.
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Kort videokommentar: Novo, Eli Lilly, Zealand Pharma, Gubra, Genmab, Anavex: https://proinvestor.com/boards/124218
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Det er jeg sikker på at Genmab har, men mon ikke JnJ selv vil gennemgå det meget grundigt for at træffe en velbegrundet beslutning. Optionen koster lidt penge så det er én ting, men de har jo forpligtet sig til at videreudvikle midlet hvis de opter ind, og det er dyrt. De har jo modtaget det hele, så jeg tror bestemt ikke de kun læser et referat der er lavet af Genmab.
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Kan stadig ikke forestille mig andet end at JnJ har fået løbende info omkring HexaCD38... Så at JnJ skulle starte på scratch har jeg svært ved at tro på.... Det er klart at et helt datasæt, som nu er overrakt.... - Skal analyseres grundigt. Men lur mig, når JnJ kigger på datasættet, så har de allerede en formodning om hvilken vej pilen peger...
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