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  4. Genmab — April 2025

Genmab — April 2025

Planlagt Fastgjort Låst Flyttet Genmab
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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

                        1 Reply Last reply
                        0
                        • 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.

                              1 Reply Last reply
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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.

                                  1 Reply Last reply
                                  0
                                  • 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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                                    • SolsenS Offline
                                      SolsenS Offline
                                      Solsen
                                      wrote on sidst redigeret af
                                      #249

                                      Man bliver vel generelt nervøs for alle lignende stoffer.

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                                      0
                                      • SolsenS Offline
                                        SolsenS Offline
                                        Solsen
                                        wrote on sidst redigeret af
                                        #250

                                        Tickerne er TIL, BNTX, SMMT. Alle nede med mindst 20%

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                                        0
                                        • SolsenS Offline
                                          SolsenS Offline
                                          Solsen
                                          wrote on sidst redigeret af
                                          #251

                                          Her kom svaret https://finance.yahoo.com/news/interim-overall-survival-analysis-requested-185000973.html Hazard ration på OS stiger fra første interim analyse på 0,51 til 0,78 i anden interim analyse.

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