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  4. Genmab — April 2025

Genmab — April 2025

Planlagt Fastgjort Låst Flyttet Genmab
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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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                                  E_L
                                  wrote on sidst redigeret af
                                  #179

                                  Q4 was 101+21=122

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                                    gentogen
                                    wrote on sidst redigeret af
                                    #180

                                    Good point...

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                                      gentogen
                                      wrote on sidst redigeret af
                                      #181

                                      But pretty fine development all over

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                                        E_L
                                        wrote on sidst redigeret af
                                        #182

                                        slide 29 shows Current 2027 / 2028 market estimates for specific product sales -versus- internal forecast difference ~$1.8B / ~$2.3B : internal 2x higher , again this is for RYBREVANT / LAZCLUZE together https://s203.q4cdn.com/636242992/files/doc_financials/2025/q1/Final-JNJ-Earnings-Presentation-Q1-2025-Webcast.pdf

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                                          Stroka
                                          wrote on sidst redigeret af
                                          #183

                                          Genmab-partner overrasker positivt med salg af kræftmiddel https://proinvestor.com/investornyt/1303428/genmab-partner-overrasker-positivt-med-salg-af-kraeftmiddel

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