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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
    #171

    expectation i think was ~$3.05

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    • E Offline
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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 Offline
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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 Offline
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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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              • G Offline
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                gentogen
                wrote on sidst redigeret af
                #177

                RYBREVANT er med andre ord tredoblet

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                • E Offline
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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 Offline
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                    E_L
                    wrote on sidst redigeret af
                    #179

                    Q4 was 101+21=122

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                    • G Offline
                      G Offline
                      gentogen
                      wrote on sidst redigeret af
                      #180

                      Good point...

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                      • G Offline
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                        gentogen
                        wrote on sidst redigeret af
                        #181

                        But pretty fine development all over

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                        • E Offline
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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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                                  Sukkeralf
                                  wrote on sidst redigeret af
                                  #186

                                  splashthat.com

                                  favicon

                                  (jnjstorydevelopingbispecificantibodies.splashthat.com)

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                                    E_L
                                    wrote on sidst redigeret af
                                    #187

                                    Barclays Buy Kr.2,100.00 Maintained 15-4-25

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                                    • G Offline
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                                      gentogen
                                      wrote on sidst redigeret af
                                      #188

                                      Angående Sukkeralf 19.30.JNJs succes med Duobody taget i betragtning kan det måske godt blive interessant at høre, hvordan det ser ud med det fremadrettet hos JNJ. De har i øvrigt en fantastisk evne til så godt som aldrig at nævne Duobody og de har jo heller ikke flere licenser.

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                                        E_L
                                        wrote on sidst redigeret af
                                        #189

                                        I noted Traverse Biotech, is looking into "raising capital to support the clinical entrance of a novel T-cell engaging (TCE) bispecific antibody, TB-Bs1, that targets ROR2 in solid tumor cancers."

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                                          E_L
                                          wrote on sidst redigeret af
                                          #190

                                          this is a Genmab Traverse partnership https://www.traversebiotech.com/pipeline https://www.prnewswire.com/news-releases/traverse-biotech-to-present-data-on-ror2-targeted-t-cell-engager-at-the-society-for-immunotherapy-of-cancers-sitc-39th-annual-meeting-302286375.html https://jitc.bmj.com/content/12/Suppl_2/A1185

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