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  4. Genmab — April 2025

Genmab — April 2025

Planlagt Fastgjort Låst Flyttet Genmab
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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_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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        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_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_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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                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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                                        gentogen
                                        wrote on sidst redigeret af
                                        #177

                                        RYBREVANT er med andre ord tredoblet

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                                          E_L
                                          wrote on sidst redigeret af
                                          #178

                                          i am not sure what part of it is Rybrevant as it is a combined figure with Lacluze now?

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