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  4. Genmab — April 2025

Genmab — April 2025

Planlagt Fastgjort Låst Flyttet Genmab
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  • S Offline
    S Offline
    Sukkeralf
    wrote on sidst redigeret af
    #229

    Hvornår mon Genmab/BioNTech har tænkt sig at give os data på GEN1042. Håber på enten ASCO eller EHA - og drømmen er stadig at de overrasker. Eller skal vi mon helt frem til efteråret ved SITC eller ESMO. Nogen der ved noget?

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    • SolsenS Offline
      SolsenS Offline
      Solsen
      wrote on sidst redigeret af
      #230

      Abbvie rapporterer $51 mln i Q125 for epkinley. Fremgang på 90% ift ssamme kvartal sidste år.

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      • SolsenS Offline
        SolsenS Offline
        Solsen
        wrote on sidst redigeret af
        #231

        Global Elahere net revenues were $179 million

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        • SolsenS Offline
          SolsenS Offline
          Solsen
          wrote on sidst redigeret af
          #232

          I Q424 var samme rapporterede tal $40 mln. Så 25-30% q/q stigning på epkinly.

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          • SolsenS Offline
            SolsenS Offline
            Solsen
            wrote on sidst redigeret af
            #233

            Husk Abbvie rapporterer Epkinly med noget revenue og en del som profit share.

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            • E Offline
              E Offline
              E_L
              wrote on sidst redigeret af
              #234

              so can we estimate roughly $100mn total for the quarter for Epkinly? vs Roche Columvi 60m+ Lunsumio 21m=81CHF
              =~$89mn

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              • E Offline
                E Offline
                E_L
                wrote on sidst redigeret af
                #235

                @Sukkeralf Feb25: let's move on to Judith to speak a bit about timing for 1042 - - Yes, thank you. And thank you for the question. So as we put in the slide, it's by 2025. I cannot be more precise at this point because, as you know, durability is key for IL. And we need to assess durability on first line and then, undergo the prioritization within our own pipeline. And head and neck externally is moving as well. And we will come with all these data sets more likely by the second half of the year

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                • E Offline
                  E Offline
                  E_L
                  wrote on sidst redigeret af
                  #236

                  Jan : Then finally, to top it off, Rajan, I can tell you that not only we, but also a part of BioNTech is very excited about what we have seen up to now with 1042. We need more data, as Judith already alluded to. But we also think there is a great potential for combining 1042 with different ADCs and other concepts that both companies are working on.
                  So I think exciting times. We'll need a bit more data to get more, a better feeling for durability, but a high level of excitement.

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                  • SolsenS Offline
                    SolsenS Offline
                    Solsen
                    wrote on sidst redigeret af
                    #237

                    Biotech der har VEGF/PD-1 bispecific i forsøg i NSCLC
                    er faldet kraftigt for en times tid sinden. BNTX, TIL, SMMT m.fl. Er der nogen der kan se nyheden ?

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                    • L Offline
                      L Offline
                      lahn1
                      wrote on sidst redigeret af
                      #238

                      $JNJ announced that the EGFR/c-MET bispecific antibody, Rybrevant (amivantamab), has been approved by #China #NMPA for a new label: in combination with carboplatin and pemetrexed for locally advanced or metastatic non-sq NSCLC carry EGFR Ex19del and exon 21 L858R mutation, and disease has progressed during or after treatment with EGFR TKIs.

                      The approval is based on data from the MARIPOSA-2 Ph3 study.

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                      • L Offline
                        L Offline
                        lahn1
                        wrote on sidst redigeret af
                        #239

                        Solsen er det den her fra forleden ? https://www.prnewswire.com/news-releases/ivonescimab-in-combination-with-chemotherapy-demonstrates-statistically-significant-and-strongly-positive-results-in-first-line-treatment-of-squamous-non-small-cell-lung-cancer-sq-nsclc-vs-tislelizumab-in-combination-with-chemo-302435143.html

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                        • S Offline
                          S Offline
                          Sukkeralf
                          wrote on sidst redigeret af
                          #240

                          Thanks E L - we await H2 then 🙂

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                          • SolsenS Offline
                            SolsenS Offline
                            Solsen
                            wrote on sidst redigeret af
                            #241

                            Nej alle de nævnte aktier faldt samtidigt midt på dage US-tid.

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                            • S Offline
                              S Offline
                              Sukkeralf
                              wrote on sidst redigeret af
                              #242

                              Nok snarere denne solsen

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                              • S Offline
                                S Offline
                                Sukkeralf
                                wrote on sidst redigeret af
                                #243

                                Link Preview Image
                                Akeso wins Chinese approval for cancer drug positioned to rival Merck’s Keytruda

                                New data show early hints of the medicine improving patient survival — the gold standard outcome of any cancer study

                                favicon

                                STAT (www.statnews.com)

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                                • SolsenS Offline
                                  SolsenS Offline
                                  Solsen
                                  wrote on sidst redigeret af
                                  #244

                                  Tak. Muligvis. Og en konkurrent til Acasunlimab vi skal holde øje med.

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                                  • SolsenS Offline
                                    SolsenS Offline
                                    Solsen
                                    wrote on sidst redigeret af
                                    #245

                                    Nok heller ikke selve godkendelsen i Kina. Summit der har samarbejde med Akeso om stoffet falder små 40%. Der må være kommet nogle skuffende data frem.

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                                    • SolsenS Offline
                                      SolsenS Offline
                                      Solsen
                                      wrote on sidst redigeret af
                                      #246

                                      Derfor at Biontech og TIL også falder voldsomt.

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                                      • SolsenS Offline
                                        SolsenS Offline
                                        Solsen
                                        wrote on sidst redigeret af
                                        #247

                                        Måske nogle bivirkninger. Men jeg er ikke helt inde i casen, andet end ved den har være hypet en del.

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                                        • S Offline
                                          S Offline
                                          Sukkeralf
                                          wrote on sidst redigeret af
                                          #248

                                          Ja hvis de alle falder så meget er det næppe den nyhed

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