Genmab — April 2025

[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.

[Solsen]

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

[Raun]

Mon ikke det har noget med påsken at gøre?

[bikube]

Kan også være et begrænset antal ADR.

[ProinvestorNEWS]

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

[JKY_VH]

Tak PE, dejligt at overgå analytikerne og god morgen:-)

[E_L]

Novartis Q1 25
www.novartis.com/sites/novartis_com/files/q1-2025-media-release-en.pdf

[E_L]

New PhIII trial FILIOS started; for a new dosage of ofatumumab compared to the approved dosage https://www.novartis.com/sites/novartis_com/files/2025-04-interim-financial-report-en.pdf https://clinicaltrials.gov/study/NCT06869785

[Solsen]

Super flot af Novartis og Kesimpta. Flot organisk vækst med tanke på at Ocrevus næppe er i organisk vækst pt.

[Raun]

Er aktien ikke ved at gå i køb teknisk?

[lahn1]

Jo over 1360-1370 og den er i køb. Novartis og JnJ salgstal har været flotte og der bygges lidt optimism (realisme)ind i aktien.