Genmab — Maj 2025

[E_L]

ASCO 25 First data from phase 1b/2 EPCORE NHL-4: Epcoritamab (Epcor) in Chinese patients (Pts) with relapsed or refractory diffuse large B-cell lymphoma (R/R DLBCL). https://meetings.asco.org/abstracts-presentations/246176

[Solsen]

Spændende resultater i endometrial cancer. Her ser 100 mg at være tilstrækkelig og med et dødsfald i 120 mg gruppen. Ikke optimalt men svære pts at behandle.

[Solsen]

Rina-S har ikke Elaheres achilleshæl bivirkninger “ No signals of ocular toxicity, neuropathy, or interstitial lung disease were observed”

[JKY_VH]

Fra MW "Genmab vil over flere omgange præsentere data fra sin pipeline i forbindelse med årsmødet his American Society of Clinical Oncology (ASCO) i starten af juni.

Præsentationerne inkluderer den første offentliggørelse af resultater fra et fase 1/2-studie med Rina-S til behandling af kræft i livmoderen."

[E_L]

For Ovarian Cancer there was a big difference between the 100 and 120mg dose, 120mg much better. Safety for endometrial seems slightly better?

[E_L]

Johnson & Johnson showcases latest advancements in cancer innovation with more than 70 clinical and real-world studies at ASCO and EHA https://www.jnj.com/media-center/press-releases/johnson-johnson-showcases-latest-advancements-in-cancer-innovation-with-more-than-70-clinical-and-real-world-studies-at-asco-and-eha

[E_L]

Redburn lowers target price for Genmab to DKK 2,700 (2,750), reiterates buy recommendation (part of the Rothschild group)

[E_L]

How Insourcing Transformed Antibody Manufacturing Success https://bioprocessupdates.com/upstream/how-insourcing-transformed-antibody-manufacturing-success/

[E_L]

perplexity analysis Rina-S...not sure if this link will work for others...
: https://www.perplexity.ai/search/results-how-does-this-new-data-YPc0_alLR5iBhcEc4MOBsw

[bikube]

Virker fint her.

[Solsen]

Dejlig sætning “If these results are confirmed in larger, longer-term studies, Rina-S could become a best-in-class option for this difficult-to-treat population”

[Solsen]

Thanks EL

[gentogen]

Thanks. Top nice...

[Solsen]

Stort marked for behandling af endometrial cancer https://www.gminsights.com/industry-analysis/endometrial-cancer-treatment-market

[Solsen]

Mere https://www.businessresearchinsights.com/market-reports/endometrial-cancer-market-119445 Gad vide om Rina-S kunne kombineres med f.eks. Keytruda ? Så kunne en first line kombo nok vise gode resultater. Hvis da ikke mono Rina-S var god alene. Husk Keytruda snart går off patent.

[JKY_VH]

Så fik tåben i US lige ødelagt den gode stemning med 50% told på EU-varer fra næste søndag:-(

[bikube]

Han e gal.

[JKY_VH]

bindegal simpelthen

[bikube]

Og så vil han have medicinprisen ned - med 50% stigning.

[Raun]

Vil nogen ikke nok forklare mig, hvorfor Genmab stort set altid er en af de hårdest ramte aktier, når idioten begynder at snakke toldsatser??