Genmab — Februar 2025
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"Trump administration freezes many health agency reports and online posts"
Trump administration freezes many health agency reports and online posts
The Trump administration has put a freeze on many federal health agency communications with the public through at least the end of the month.
AP News (apnews.com)
Pænt uhyggeligt, jeg ser desværre et mønster ..
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"Food head at FDA quits citing Trump administration’s mass staff cuts"
Food head at FDA quits citing Trump administration’s mass staff cuts
Jim Jones, who joined Food and Drug Administration in 2023, says layoffs would make it ‘fruitless’ to continue in role
the Guardian (www.theguardian.com)
Lidt nyere .. men samme mønster ..
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Tjaaa - Smadremanden har lukket og slukket i DK - måtte det samme ske i US. Trjump er fuldstændig uberegnelig.
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Trump....
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shocking chart of the day; remember Bluebird bio , it was all over the news in the early CAR-t days... https://nl.investing.com/equities/bluebird-bio-inc , now Announces Definitive Agreement to be Acquired by Carlyle and SK Capital -for next to nothing https://investor.bluebirdbio.com/news-releases/news-release-details/bluebird-bio-announces-definitive-agreement-be-acquired-carlyle traded at $3000 in 2018...
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Ville det være helt udelukket at Genmab kunne lave en fastpro udgave af HexaCD38 i samarbejde med Holozyme? Ud fra voldgiftens logik ville det vel være et nyt produkt, og dermed ikke omfattet af aftalen mellem Janssen og Genmab. Medgiver det er lørdags tanker mens vi venter på afgørelsen fra Janssen.
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Lignende tanker har været luftet før. Så vidt jeg husker, er problemet, at Genmab ikke må konkurrere imod JNJ om CD38. Men ellers kunne de naturligvis nemt "opfinde" en SC udgave. Hvis de måtte, havde de givetvis allerede taget patent på det for længe siden.
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@gentogen. Nu kender vi ikke selve aftalen, men det er konklusionen fra voldgiften der vækker min nysgerrighed. Her når man frem til fastpro er et nyt produkt. Ikke helt logisk, men det er sådan jeg husker konklusionen. Som jeg læser pressemeddelsen vedr HexaBody-cd38 så vedrører aftalen specifikt Hexa-Body-cd38. En fastpro udgave må (hvis logikken fra voldgiften kan anvendes) være et nyt produkt, der ikke er begrænset af aftalen.
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“Should Janssen not exercise its option, the terms of the agreement allow Genmab to continue
to develop and commercialize HexaBody-CD38 for DARZALEX-resistant patients, and in all other indications except those multiple myeloma or amyloidosis indications where DARZALEX is either approved or is being actively developed.”
Far (Trump) er sur, så måske en positiv melding i weekenden - tror det næsten ikke - så aktierne måske stiger i næste uge 
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