Genmab — Marts 2025
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Og det irriterer mig voldsomt at Pagano ikke angriber / irettesætter den holdning og får sat tingene på plads. Det gør hele udviklingen af Gmab til noget tilfældigt og styret af externe begivenheder. Han kan bare gentage deres 2030 strategy som jo er en offensiv udviklingsplan.
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Jeg er da selv ret overbevist om, at Genmabs ekstra fokus på late stage skyldes muligheden for, at de mister deres royalty på CD38 - tænker det da mere som aggressivt end defensivt. Tivdak muligheden opstod fordi Pfizer gerne ville hoppe fra - jeg tror aldrig det bliver et stort produkt, men måske ok som øvelse til der kommer et med pænere potentiale.
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the enrollment estimate for GEN1286 already raised from 214 to 260 even though only 3 ceters participate (bispecific ADC targeting EGFR and cMET.
) https://clinicaltrials.gov/study/NCT06685068?tab=history&a=2&b=3&compareMode=sideBySide#version-content-panel -
innovaTV 207 Primary Completion brought forward somewhat , maybe we'll see some date towards the end of the year; wondering if any other diseases will be targeted (small chance i guess) https://clinicaltrials.gov/study/NCT03485209?tab=history&a=111&b=112&compareMode=sideBySide#version-content-panel
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Epcore CLL-1
expands with 2 arms to include an arm with Epcoritamab + Pirtobrutinib in R/R CLL/SLL. raises enrollment est to 304 from 184. https://clinicaltrials.gov/study/NCT04623541?tab=history&a=25&b=26&compareMode=sideBySide#version-content-panel -
Lundbeck's potential treatment for Multiple System Atrophy granted Orphan Drug Designation in Japan - amlenetug - https://www.prnewswire.com/news-releases/lundbecks-potential-treatment-for-multiple-system-atrophy-granted-orphan-drug-designation-in-japan-302396851.html
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Genmab Announces Johnson & Johnson Decision Regarding HexaBody
-CD38 https://ir.genmab.com/news-releases/news-release-details/genmab-announces-johnson-johnson-decision-regarding-hexabodyr -
Nu bliver det godt nok spændende at se, hvordan kursmålene kommer til at se ud de kommende dage.
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