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  4. Genmab — April 2025

Genmab — April 2025

Planlagt Fastgjort Låst Flyttet Genmab
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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
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      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
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        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
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          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
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            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
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                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
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                    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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                    • J Offline
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                      JKY_VH
                      wrote on sidst redigeret af
                      #270

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

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                      • E Offline
                        E Offline
                        E_L
                        wrote on sidst redigeret af
                        #271

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

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                        • E Offline
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                          E_L
                          wrote on sidst redigeret af
                          #272

                          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

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                          • SolsenS Offline
                            SolsenS Offline
                            Solsen
                            wrote on sidst redigeret af
                            #273

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

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                            • R Offline
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                              Raun
                              wrote on sidst redigeret af
                              #274

                              Er aktien ikke ved at gå i køb teknisk?

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                              • L Offline
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                                lahn1
                                wrote on sidst redigeret af
                                #275

                                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.

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                                • L Offline
                                  L Offline
                                  lahn1
                                  wrote on sidst redigeret af
                                  #276

                                  Mange bække små...bl.a. Tepezza godkendelse i TED, Gode data med Rina-S i OC og Epco+GemOx.EMA godkendelser at Rybrevant og Tivdak + Japan og Epco godkendelse i Japan i RR FL siden sidste Q syntes jeg er med til at skabe tro på fremtiden.

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                                  • E Offline
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                                    E_L
                                    wrote on sidst redigeret af
                                    #277

                                    Novartis stops development of GIZ943 in ovarian and lung cancer. -, is a radioligand therapy that targets cells that express folate receptor alpha (FRα) https://www.fiercebiotech.com/biotech/novartis-axes-osteoarthritis-asset-and-radioligand-therapy-after-seeing-clinical-data

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                                    • E Offline
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                                      E_L
                                      wrote on sidst redigeret af
                                      #278

                                      Pfizer Q1 2025 Tivdak $33mn

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                                      • L Offline
                                        L Offline
                                        lahn1
                                        wrote on sidst redigeret af
                                        #279

                                        Genmab burde vel have Tivdak USA salg fra 1. Jan 2025 på deres bog ?

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                                        • E Offline
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                                          E_L
                                          wrote on sidst redigeret af
                                          #280

                                          no, that change was for Europe + ROW, minus US & China, where Genmab will become responsible for marketing?

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