Genmab — Juni 2025

[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]

https://www.pharmamanufacturing.com/home/news/33014371/biontech-enters-pd-l1-vegf-bispecific-deal-with-china-based-biotheus

[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

[bikube]

Jeg kiggede lige på aktietilbagekøb: De købte kun 300 aktier i sidste uge, men der er 120K op til max, der skal nås inden 10. juli.

[Solsen]

Det er da helt til grin. Man skulle tro, at de vil bruge pengene til noget andet.

[Raun]

Hvad tid bliver Rina-S præsenteret i dag?

[Solsen]

Kl 17:00

[Solsen]

https://ir.genmab.com/events/event-details/post-asco-rd-update

[Solsen]

Det er kl 23:00 i stedet

[Raun]

Tak Solsen

[bikube]

BNTX stiger 18% oven på den gode nyhed om deres "superhandel"

[bikube]

Rina er udsendt nu 20,31