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  4. Genmab — April 2025

Genmab — April 2025

Planlagt Fastgjort Låst Flyttet Genmab
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  • E Offline
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    E_L
    wrote on sidst redigeret af
    #157

    As part of No­var­tis' in­vest­ment, which in­cludes sev­en new fa­cil­i­ties, the com­pa­ny said it will be able to make all of its "key" med­i­cines "end-to-end" in the US. It was­n't im­me­di­ate­ly clear how the com­pa­ny was defin­ing "key" drugs, and if that meant some med­i­cines it sells in the US will still be man­u­fac­tured else­where.

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    • L Offline
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      lahn1
      wrote on sidst redigeret af
      #158

      Hvem skal man investere i for at få nytte af alle de fabrik opførelser ? Hvem laver produktionslinjerne ?

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        GUHO
        wrote on sidst redigeret af
        #159

        I første omgang tænker jeg arkitekter, rådgivere og entreprenører indenfor byg og anlæg. Det marked burde have svære tider på grund af rentehoppet, men har enorm efterspørgsel på grund af Novos fabriksudvidelser

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        • E Offline
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          E_L
          wrote on sidst redigeret af
          #160

          Acasunlimab, an Fc-inert PD-L1×4-1BB bispecific antibody, combined with PD-1 blockade potentiates antitumor immunity via complementary immune modulatory effects https://jitc.bmj.com/content/13/4/e011377

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          • L Offline
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            lahn1
            wrote on sidst redigeret af
            #161

            EL is Genmab here telling more than they have previous told about moa and Acasunlimab. They were previously very secretly and would not tell too much for competitive reasons.

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            • E Offline
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              E_L
              wrote on sidst redigeret af
              #162

              I see it as a deepening of understanding of the concept we have been shown before; more detailed and with actual data i don't think we have seen anywhere yet. It is a further explanation of why they think this works , based on pre-clinical work.

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                E_L
                wrote on sidst redigeret af
                #163

                i think it also explains a bit more how the effect of Acasunlimab is mainly directed at the tumor microenvironment, minimizing broader effects (as we have seen in the clinical data where there was hardly any liver toxicity)
                The proof will be in the actual trial data of course...

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                • E Offline
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                  E_L
                  wrote on sidst redigeret af
                  #164

                  Svenske DLBCL-patienter får adgang til bispecifikke antistoffer i tredje linje https://haematologisktidsskrift.dk/sygdomme/lymfoma/1561-svenske-dlbcl-patienter-far-adgang-til-bispecifikke-antistoffer-i-tredje-linje.html

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                  • L Offline
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                    lahn1
                    wrote on sidst redigeret af
                    #165

                    That was my thought too. Feels bulish that they are sharkng this now.

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                      E_L
                      wrote on sidst redigeret af
                      #166

                      yes, it's time to start advertising this drug a bit i guess, so far there don't seem to be very high expectations. There is a lung cancer conference in texas this weekend; but i havent seen any mentions of acasunlimab there

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                        E_L
                        wrote on sidst redigeret af
                        #167

                        this article
                        https://www.sciencedirect.com/science/article/pii/S2950329924001590 , written by what seem to be Merck employees, mentions their use of the duobody technology . I am not sure how this works, Merck does not have a licence arrangement with Genmab?

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                          lahn1
                          wrote on sidst redigeret af
                          #168

                          There is no record of any license agreement with Merck, hmm

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                            Sukkeralf
                            wrote on sidst redigeret af
                            #169

                            I think there are countries where the Duobody Technology is not patented - so you can probably do research without a licensing deal.

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                              E_L
                              wrote on sidst redigeret af
                              #170

                              $3.24bn....

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                                E_L
                                wrote on sidst redigeret af
                                #171

                                expectation i think was ~$3.05

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                                  E_L
                                  wrote on sidst redigeret af
                                  #172

                                  https://www.businesswire.com/news/home/20250414807799/en/Johnson-Johnson-Reports-Q1-2025-Results

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                                    E_L
                                    wrote on sidst redigeret af
                                    #173

                                    DARZALEX Q1 2025 US 1,829 Intl 1,409
                                    WW 3,237

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                                      E_L
                                      wrote on sidst redigeret af
                                      #174

                                      TALVEY Q1 2025
                                      US 68 Intl 18 WW 86

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                                        E_L
                                        wrote on sidst redigeret af
                                        #175

                                        TECVAYLI Q1 2025 US 105 Intl 46 WW 151

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                                          E_L
                                          wrote on sidst redigeret af
                                          #176

                                          RYBREVANT / LAZCLUZE Q1 2025 US 113 Intl 28 WW 141

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