Genmab — April 2025

[E_L]

No­var­tis fol­lows Lil­ly and J&J in an­nounc­ing multi­bil­lion-dol­lar US man­u­fac­tur­ing in­vest­ment -
With US tar­iffs on phar­ma­ceu­ti­cals like­ly to come "very soon," an­oth­er of the world's largest drug­mak­ers is an­nounc­ing plans to beef up their Amer­i­can man­u­fac­tur­ing.

[E_L]

On Thurs­day, Swiss-based No­var­tis said it would in­vest $23 bil­lion in Amer­i­can man­u­fac­tur­ing and R&D over the next five years. It fol­lows sim­i­lar moves this year by In­di­anapo­lis-based Eli Lil­ly and New Jer­sey-head­quar­tered John­son & John­son.

[E_L]

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.

[lahn1]

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

[GUHO]

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

[E_L]

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

[lahn1]

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.

[E_L]

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.

[E_L]

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...

[E_L]

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

[lahn1]

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

[E_L]

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

[E_L]

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?

[lahn1]

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

[Sukkeralf]

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

[E_L]

$3.24bn....

[E_L]

expectation i think was ~$3.05

[E_L]

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

[E_L]

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

[E_L]

TALVEY Q1 2025
US 68 Intl 18 WW 86