Genmab — Juni 2025

[E_L]

neither glofitamab nor mosunetuzumab are yet approved for SC as far as i understand -there are trials ongoing however. So Epkinly still has the competitive advantage of being the only SC

[Helge_LarsenPI-redaktør]

E.L It is correct that none of them have been approved for subcutaneous use so far. That is why I write that they may become competitors to EPCO in the long term (11,35).

[gentogen]

Regarding outpatients, see EL link 31/5 at 9: 35

[Solsen]

You are so right Helge but we need to se satefy in the sc version. As for now epco has an advance here. I belive epco is slightly more effective than Roches products. But we need to se more data.

[Helge_LarsenPI-redaktør]

I completely agree.

[E_L]

big deal- BioNTech partnering its PD-L1xVEGF-A bispecific BNT327 with BMS ; $3.5 billion in cash and $7.6 billion in potential milestones... https://investors.biontech.de/news-releases/news-release-details/biontech-and-bristol-myers-squibb-announce-global-strategic

[Plimsoller]

Er der en oversigt over patientgrundlaget for de forskellige kræfttyper / behandlingsmetoder som der bliver nævnt her, inklusiv Dara?

[E_L]

another big deal this morning for Sanofi : has agreed to buy U.S.-based Blueprint Medicines Corporation for up to $9.5 billion to boost its position in rare immunology diseases

[Solsen]

Hold da op en deal

[Solsen]

We have just seen summits pd-l1 x vegfr bispecific fail in ph 3. BMS has balls.

[Solsen]

BMS has looked in the data. 1000 pts has been treated by now. But the problem with summets data was the duration.

[E_L]

yea- the idea that the Biontech deal actually has something to do with Summit's 30% drop even crossed my mind... they might have been looking into Summit also... but pure speculation

[E_L]

good to see some bio action though... let's hope it will help sentiment a bit..

[Solsen]

As I recall Biontech bought the drug from a chinese co. It must have been a good deal for Biontech.

[Solsen]

BioNTech enters PD-L1/VEGF bispecific deal with China-based Biotheus

The move is the latest in a series of deals that have found the German biotech looking to China for oncology innovation

Pharma Manufacturing (www.pharmamanufacturing.com)

[E_L]

it seems as though each and everyone of these PD(L)1xVEGF bispecifics come from China...

[E_L]

China is really become a major competition for US & EU...

[E_L]

thankfully Genmab now also has some Chinese roots via Profound

[Helge_LarsenPI-redaktør]

Bristol-Myers i milliardaftale med Biontech: Køber halvpart i kræftkandidat https://proinvestor.com/investornyt/1323350/bristol-myers-i-milliardaftale-med-biontech-kober-halvpart-i-kraeftkandidat

[Solsen]

Biontech købte hele Biotheus i efteråret 2024 for $800 mln - dygtige forretningsfolk. Ha r nu solgt halvdelen for bl.a. $1,5 + 2bn uofront. https://pharmaphorum.com/news/biontech-buys-biotheus-and-its-keytruda-rival-950m