Genmab — Maj 2025

[Helge_LarsenPI-redaktør]

Genmab: 14.33

[E_L]

EHA 25 embargoed until Thursday, June 12

[E_L]

actually, we can see them now already

[E_L]

maybe i should post the link for the more
lazy people https://library.ehaweb.org/eha/#!*search=epcoritamab*browseby=8*listing=0*sortby=1

[E_L]

EHA25 - EPCORE NHL-5 - Fixed-duration epcor + pola-R-CHP with follow-up of 16.1 mos in pts with newly diagnosed : ORR was 100% with 97% achieving a CR

[E_L]

EHA25 - EPCORE NHL-2 -Epcor + R-ICE demonstrated high CR rates in pts with R/R DLBCL eligible for ASCT, most of whom were high risk, having progressed <12 mo of 1L tx. ORR was 87%; 20 pts (65%) had a CR and 7 (23%) a partial response (PR

[Solsen]

Til sammenligning til EPCORE NHL-2: Background:
First-line (1L) standard of care (SOC) for diffuse large B-cell lymphoma (DLBCL) is rituximab plus C, H, vincristine, and P (R-CHOP), and it continues to evolve with pola-R-CHP showing higher complete response rates (CRR) of 78% and longer progression-free survival (PFS) than R-CHOP (Tilly 2022)

[Solsen]

Certainly looks good

[lahn1]

Kun nået til de 3 første men EPCO i kombi ser ud til at være bedste valg

[Solsen]

Det er stort set altid tilfældet. Blot safety holder. Se hvor langt man er kommet i MM. Tæt på en “cure”

[Solsen]

As said by EL - JNJ nightmare: https://finance.yahoo.com/news/halozyme-j-j-slide-analyst-150056315.html

[lahn1]

Det er svært ikke at trække på smilebåndet

[Solsen]

Skadefryd er ikke at kimse af

[Plimsoller]

Nu kommer deres lobbyister på overarbejde...

[Riis7]

Healthcare worst-performing S&P 500 subsector year to date: Mizuho expert

Tariffs, executive orders, and FTC probes are just some of the problems piling up for the pharmaceutical industry. Trump's actions are pressuring a historically "safe" sector.

Yahoo Finance (finance.yahoo.com)

[bikube]

Hvem var det, der sagde, at JnJ måske ombestemmer sig og alligevel vil have "Superdara" ?

[ProinvestorNEWS]

Sundhedsaktierne i USA fortsatte nedturen - ikke længere sikker havn https://proinvestor.com/investornyt/1317372/sundhedsaktierne-i-usa-fortsatte-nedturen-ikke-laengere-sikker-havn

[ProinvestorNEWS]

Should You Buy Johnson & Johnson Stock Now? https://proinvestor.com/investornyt/1317399/should-you-buy-johnson-amp-johnson-stock-now

[E_L]

VIDEO: Response seen with Rina-S in ovarian cancer despite FR-alpha expression levels https://www.healio.com/news/hematology-oncology/20250514/video-response-seen-with-rina-s-in-ovarian-cancer-despite-fr-alpha-expression-levels

[ProinvestorNEWS]

Pharma-aktier er typisk dem, investorer regner for en sikker havn i urolige tider. Men ikke engang dén sektor er fredet længere, hvor Trump kommer med udmeldinger om told og store prissænkninger på medicin i USA. Hvad kan vi som investorer se frem mod? Hvornår slutter dette mareridt? Det giver Helge Larsen sit bud på. Herudover omtales Lundbecks flotte regnskab og Genmabs udsigt til evt. lidt mindre royalty på Darzalex i 2029. Kort video: https://proinvestor.com/boards/126377