Genmab — Februar 2025

[E_L]

For Genmab, James, to be very honest, we need to, I think, under that scenario I would say, let's park it for now. But under that scenario, we would have to balance that with other programs we have in our own pipeline, which we already own 100% and we need to balance that.

[lahn1]

Ja det lyder som om der er hård konkurrence om R/D budgettet

[lahn1]

Åhhh rigtigt sukkealf, det jo derfor den testes i kombi

[E_L]

not just on GEN1042 lahn, from Q3 24
". And then at some point, we may actually also begin to combine some of the immune activator programs like the acasunlimab program with ADCs because we think it makes perfect sense conceptually to start combining those."

[E_L]

Merck -11.5% and Pfizer -3.5% on earnings...

[E_L]

and RFK a step closer to getting the health secretary confirmation...

[E_L]

Not an easy target apparently
...: Pfizer drops its B7-H4 conjugate https://www.oncologypipeline.com/apexonco/pfizer-drops-its-b7-h4-conjugate

[E_L]

InSysBio news
@insysbio
·
26 m
February 4 is #WorldCancerDay. In this regard we would like to share the poster developed in collaboration with Genmab and BioNTech SE. Our latest posters https://x.com/insysbio/status/1886800901777555929

[E_L]

A Virtual Patient Population was generated to simultaneously describe publicly available clinical data; The calibrated and validated VP population was used to estimate the optimal dose of
acasunlimab

[E_L]

also for GEN1042

[E_L]

AMGEN Q424 TEPEZZA (teprotumumab-trbw) generated $460 million of sales in the fourth quarter and $1.9 billion for the full year. TEPEZZA is the first and only approved treatment for thyroid eye disease (TED) in the U.S. and Japan. https://www.prnewswire.com/news-releases/amgen-reports-fourth-quarter-and-full-year-2024-financial-results-302367906.html

[E_L]

https://investors.amgen.com/static-files/b97ca0b2-b182-4b3c-9251-9a9e25e38e6e AMGEN Q424 presentation

[lahn1]

EL, det er over min pay grade, men kan se at deres model skyder lidt lavt på modellen for Gen1046 og estimere 100 til 200 mg Q3W vil være mest effektive.

[E_L]

lahn , for the Ph3 they have chosen Acasunlimab 100 mg Q6W, but that is in combination with pembro. Imagine how much slower these trials would even have been if they would not have been able to use models / AI to help with the dose selection...

[lahn1]

Your right mixed it up with 400mg pembro. :-). Yes AI is big help. I think Jan used the Epco RD as an example of them using AI models and catching up with competitors.

[Bulder]

Er der nogen der har regnet på royalty fr Rybrevant og Talvey? Så vidt jeg kan regne ud får Genmab en royalty på pænt over 19 mia dkk på Darzalex, Tepezza, Kesimpta og Tecvayli. Betydeligt mere end 2023.

[Bulder]

Så med Tivdak og Epkinly oveni, tror jeg vi kan vente et rigtig fint regnskab.

[deleted-user]

19? Det lyder højt

[E_L]

Ph3 EPCORE FL-1 set to Active, not recruiting at about 10% more patients enrolled than estimated; these trials all seem to recruit fast now, much interest https://clinicaltrials.gov/study/NCT05409066?tab=history&a=147&b=148&compareMode=sideBySide#version-content-panel

[Raffles]

Er der en finansperson der kan forklare hvordan bankerne håndterer Bull's, f.eks GEN Bull X5? Hvis en investor køber 5000 stk hvordan dækker banken sig så af? Der er jo kun EN sikker vinder:-) Og hvilken forskel gør banken alt efter om det er en %-ændring eller en kr-for-kr ændring på Bull's? På forhånd tak.