Genmab — September 2025
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Samlet responsrate (ORR): 64,3% af patienterne opnåede respons.
Fuld responsrate (CR): 47,6% opnåede fuld respons, hvilket indikerer betydelig tumorreduktion. -
Medianalderen var 69 år, og 82,6% havde fremskreden sygdom (Ann Arbor stadium III-IV). Her har lymfomet spredt sig til flere lymfeknuder eller til f.eks. knoglemarv, lever, lunger.
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Genmab har lovende resultater med kræftmiddel som ambulant behandling https://proinvestor.com/investornyt/1357666/genmab-har-lovende-resultater-med-kraeftmiddel-som-ambulant-behandling
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Investeringspodcasten 287: Nyheder fra Novo, Ørsteds aktieemission, Bavarian Nordics bud og Genmab. https://proinvestor.com/boards/128217
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Det var da en “OK dag”, for at sige det på nordjysk. Nu er det da noget ved at være aktionær igen. Jeg tror nu vi skal meget langt frem i tid og kurs, før vi ser tilbagefald, som i givet fald vil være midlertidige, i det mindste lang tid frem. Alle analytikere får travlt fremover med at flytte deres target. Incl f.eks UBS, Rothschild m.fl. det er bare om at være med på vognen nu, tror jeg.
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"Genmab and AbbVie could potentially expand the market for Epkinly (epcoritamab-bysp), their CD20xCD3-directed bispecific antibody for diffuse large B-cell lymphoma (DLBCL) and follicular lymphoma (FL), with Phase II data showing the feasibility of outpatient use in the DLBCL setting. That could give it a competitive edge against other bispecifics in the same class and even CAR-T cell therapies, which have also been moving to the outpatient setting."
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did we know this -14-2-25 Centessa granted to Genmab an exclusive worldwide license to leverage the Company’s proprietary LockBody platform to research products against up to three undisclosed targets during a multi-year research period, with an option to take up to three exclusive commercial licenses for worldwide development and commercialization of products against each selected target. https://investors.centessa.com/node/10006/html
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Genmab will be conducting all research and development activities under the License Agreement and the products may combine Centessa’s LockBody technology with Genmab’s proprietary antibody technologies. The LockBody technology platform is designed to improve the therapeutic index of therapies by allowing targeted conditional activation of potent cell killing mechanisms in diseased tissue only.
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Under the terms of the License Agreement, Centessa will receive an upfront payment of $15 million and option exercise fees potentially totaling up to an additional $15 million and is eligible to receive potential payouts of approximately $230 million in development, regulatory and sales milestones per product, as well as tiered royalties ranging in the mid-single digits on annual global net licensed product sales.
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Pharma og biotek har længe været kursmæssigt underdrejet - selv store, sunde pharma-selskaber. Mange investorer har søgt over i f.eks. amerikanske tech-aktier. Men er den tendens ved at vende? Er bunden fundet for pharma og biotek? Skal det bare gå opad nu? Det spørgsmål giver Helge Larsen sit svar på i denne ugekommentar, hvor han også kommer ind på teknisk analyse og algoritmehandels rolle på aktiemarkedet. Kort video: https://proinvestor.com/boards/128230
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Genmabs Darzalex nærmer sig ny eksamen i USA https://proinvestor.com/investornyt/1358101/genmabs-darzalex-naermer-sig-ny-eksamen-i-usa
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From
Stockwatch DK
@StockwatchDK
Nordea says that it is worth noting that Epkinly currently – when used in patients with third-line DLBCL (3L R/R DLBCL) – requires the first dose to be administered during hospitalization. - However, with the new data in hand, Nordea expects Genmab to seek to update the product’s package insert, further differentiating Epkinly from its competitors. -
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