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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
    #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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                                        E_L
                                        wrote on sidst redigeret af
                                        #184

                                        CURE Today
                                        @cure_today
                                        Tune into our video with Dr. Elizabeth K. Lee , of
                                        @danafarber
                                        , as she discusses treatment with with Rina-S; the agent showed antitumor activity in heavily pretreated patients with advanced OvarianCancer https://x.com/cure_today/status/1911917382366282044

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                                          Sukkeralf
                                          wrote on sidst redigeret af
                                          #185

                                          BsAb webinar hos JNJ

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