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  4. Genmab — April 2025

Genmab — April 2025

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • 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 🙂

            1 Reply Last reply
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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)

                  1 Reply Last reply
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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.

                    1 Reply Last reply
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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.

                        1 Reply Last reply
                        0
                        • 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

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

                              Man bliver vel generelt nervøs for alle lignende stoffer.

                              1 Reply Last reply
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                              • SolsenS Offline
                                SolsenS Offline
                                Solsen
                                wrote on sidst redigeret af
                                #250

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

                                1 Reply Last reply
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                                • 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.

                                  1 Reply Last reply
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                                  • SolsenS Offline
                                    SolsenS Offline
                                    Solsen
                                    wrote on sidst redigeret af
                                    #252

                                    Fortsætter tendensen vil forsøget ikke få succes.

                                    1 Reply Last reply
                                    0
                                    • SolsenS Offline
                                      SolsenS Offline
                                      Solsen
                                      wrote on sidst redigeret af
                                      #253

                                      Styrker troen på at Acasunlimab kan blive spændende.

                                      1 Reply Last reply
                                      0
                                      • SolsenS Offline
                                        SolsenS Offline
                                        Solsen
                                        wrote on sidst redigeret af
                                        #254

                                        Biontech kan have valgt forkert da de op.out. på Acasunlimab, idet de også har lagt mange kræfter i deres VEGF/PD-2

                                        1 Reply Last reply
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                                        • SolsenS Offline
                                          SolsenS Offline
                                          Solsen
                                          wrote on sidst redigeret af
                                          #255

                                          https://investors.biontech.de/news-releases/news-release-details/biontech-acquire-biotheus-boost-oncology-strategy/ De lavede et køb i 2024 på det nævnte stof VEGF-A/PD-L1 på $800 mln.

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