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  4. Genmab — April 2025

Genmab — April 2025

Planlagt Fastgjort Låst Flyttet Genmab
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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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                                  • J Offline
                                    J Offline
                                    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
                                        E Offline
                                        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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