Genmab — April 2025

[Solsen]

Derfor at Biontech og TIL også falder voldsomt.

[Solsen]

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

[Sukkeralf]

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

[Solsen]

Man bliver vel generelt nervøs for alle lignende stoffer.

[Solsen]

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

[Solsen]

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.

[Solsen]

Fortsætter tendensen vil forsøget ikke få succes.

[Solsen]

Styrker troen på at Acasunlimab kan blive spændende.

[Solsen]

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

[Solsen]

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.

[E_L]

Tepezza (teprotumumab) received a positive opinion from the CHMP for the treatment of adults with moderate to severe Thyroid Eye Disease (TED), also known as Graves’ Eye Disease, a rare autoimmune disease that triggers inflammation of muscles, fat, and other tissues around and behind the eyes. Treatment options for moderate-to-severe TED are limited, most patients are treated with corticosteroids and some patients need multiple reconstructive surgeries

[E_L]

https://www.ema.europa.eu/en/news/meeting-highlights-committee-medicinal-products-human-use-chmp-22-25-april-2025 - https://www.ema.europa.eu/en/medicines/human/EPAR/tepezza

[E_L]

Rina-S Displays Early Efficacy in Advanced Ovarian Cancer https://www.onclive.com/view/rina-s-displays-early-efficacy-in-advanced-ovarian-cancer

[E_L]

JNJ.N - Q1 2025 Johnson & Johnson Earnings Call TRANSCRIPT https://s203.q4cdn.com/636242992/files/doc_downloads/2025/04/JNJ_N-Transcript-2025-04-15T12_30.pdf

[JKY_VH]

Fra MW "Genmab har fået skåret sit kursmål til 1990 kr. fra 2970 kr. hos den britiske storbank HSBC, viser data fra Bloomberg.

Anbefalingen er uændret "køb"."

[E_L]

Second-Line Sequencing May Hinge on IHC Staining in Cervical Cancer https://www.onclive.com/view/second-line-sequencing-may-hinge-on-ihc-staining-in-cervical-cancer

[E_L]

The NCCN recommends tisotumab vedotin-tftv (Tivdak) as the only CATEGORY 1 PREFERRED option for second-line or subsequent therapy for recurrent or metastatic cervical cancer. https://www.tivdakhcp.com/

[lahn1]

Er der sevet noget ud om samarbejdet med Argenx samarbejdsftale ? Hvad arbejder de på andet end at kombinere deres teknologier og IO noget specifikt? Er der noget nyt?

[E_L]

I have a note that at Jefferies '24 there was mention of 3 programs pre-clinically. However, as Jan has indicated that epcoritamab is possibly the first in an autoimmune indication, i think it is still very early stages

[lahn1]

Ja kunne være spændende hvis et af disse programmer var en epco med FcRn binding. Men strengt taget kunne Genmab vel selv udvikle sådan en.