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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.
  • 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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    • 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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      • SolsenS Offline
        SolsenS Offline
        Solsen
        wrote on sidst redigeret af
        #252

        Fortsætter tendensen vil forsøget ikke få succes.

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        • SolsenS Offline
          SolsenS Offline
          Solsen
          wrote on sidst redigeret af
          #253

          Styrker troen på at Acasunlimab kan blive spændende.

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          • 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

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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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              • E Offline
                E Offline
                E_L
                wrote on sidst redigeret af
                #256

                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

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                • E Offline
                  E Offline
                  E_L
                  wrote on sidst redigeret af
                  #257

                  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

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                  • E Offline
                    E Offline
                    E_L
                    wrote on sidst redigeret af
                    #258

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

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                    • E Offline
                      E Offline
                      E_L
                      wrote on sidst redigeret af
                      #259

                      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

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                      • J Offline
                        J Offline
                        JKY_VH
                        wrote on sidst redigeret af
                        #260

                        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"."

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                        • E Offline
                          E Offline
                          E_L
                          wrote on sidst redigeret af
                          #261

                          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

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                          • E Offline
                            E Offline
                            E_L
                            wrote on sidst redigeret af
                            #262

                            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/

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                            • L Offline
                              L Offline
                              lahn1
                              wrote on sidst redigeret af
                              #263

                              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?

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                              • E Offline
                                E Offline
                                E_L
                                wrote on sidst redigeret af
                                #264

                                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

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                                • L Offline
                                  L Offline
                                  lahn1
                                  wrote on sidst redigeret af
                                  #265

                                  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.

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                                  • SolsenS Offline
                                    SolsenS Offline
                                    Solsen
                                    wrote on sidst redigeret af
                                    #266

                                    Gad vide hvorfor de i sidste uge kun købte et begrænset antal egne aktier og på på kph børsen ?

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                                    • R Offline
                                      R Offline
                                      Raun
                                      wrote on sidst redigeret af
                                      #267

                                      Mon ikke det har noget med påsken at gøre?

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                                      • B Offline
                                        B Offline
                                        bikube
                                        wrote on sidst redigeret af
                                        #268

                                        Kan også være et begrænset antal ADR.

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                                        • P Offline
                                          P Offline
                                          ProinvestorNEWS
                                          wrote on sidst redigeret af
                                          #269

                                          Genmabs schweiziske partner har fuld fart på salget af sklerosemiddel https://proinvestor.com/investornyt/1309398/genmabs-schweiziske-partner-har-fuld-fart-pa-salget-af-sklerosemiddel

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