Genmab — September 2025

[Solsen]

Han snakker om Acasunlimab og gen1042 og at de kan få ADC payloads og blive bedre.

[Solsen]

Mon det også er de nye molekyler der kommer i klinisk afprøvning i år. Spændende.

[Solsen]

Måske siger han ikke at ADC tilføjes de to bispecifics. Men måske at det er gode immune activators sammen med ADCs ?

[bikube]

Så har Jan lige den store pung fremme og indløser 23 266 warrants til kurs 1025. Det får jeg til knap 24 mio. kr.

[lahn1]

Solsen 21:40 nej vel. tror ikke man har tænkt sig at reengineere eksisterende stoffer. Men Jan taler om den unikke linker i Rina-s og deres store forventninger / erfaringer med immune aktivering i aca og Gen 1042. Så siger han at de vil udforske en BsADC med duobody+Rina-s linker(og payload) + 4-1bb stimulering ? Det viser da mega høj tiltro til egne stoffer, hvis det er det han tænker

[E_L]

I think he spoke about –developing other ADC’s with the ProfoundBio payload and Hydrophilic linker technology – developing Rina-S for other targets (we knew about non-small cell lung cancer, but they are looking at others and they believe this could be a drug for multiple cancers, but don’t want to disclose which ones for competitive reasons) and

[E_L]

– the combination of ADC with immunotherapy, which they also spoke about earlier and he mentioned GEN1042 and 46 as examples again that could be combined with ADCs

[Sukkeralf]

Hopefully GEN1042 will deliver good data later this year.

[E_L]

that would be a nice surprise, as expectations are low...

[w]

is it
TA or FA that is driving the current direction?

[E_L]

TA AND FA AND common sense

[w]

what has changed in FA since april?

[E_L]

you follow this chat every day w, i don't think i need to make you a summary check the august interim report and add the latest epkinly data and Rina-s FDA breakthroughTD

[E_L]

RAINFOL-03. New:
Study to Assess the Efficacy and Safety of Rina-S Compared to Treatment of Investigator's Choice in Participants With Endometrial Cancer https://clinicaltrials.gov/study/NCT07166094

[ProinvestorNEWS]

Genmabs kursmål løftes 10 pct. hos JPMorgan https://proinvestor.com/investornyt/1360289/genmabs-kursmal-loftes-10-pct-hos-jpmorgan

[Vitus]

Er dagens kursstigning gennembruddet…

[E_L]

PALOMA-2 Study: Subcutaneous Amivantamab Every 4 Weeks Plus Lazertinib Shows High Response Rate in EGFR-Mutated NSCLC https://www.iaslc.org/iaslc-news/press-release/paloma-2-study-subcutaneous-amivantamab-every-4-weeks-plus-lazertinib

[E_L]

Blood: Fixed-Duration Epcoritamab Plus R2 Drives Favorable Outcomes in Relapsed or Refractory Follicular Lymphoma https://ashpublications.org/blood/article/doi/10.1182/blood.2025029909/547148/Fixed-Duration-Epcoritamab-Plus-R2-Drives

[E_L]

similar to data we saw last year ASH i think, later data cut off, ORR and complete response (CR) rate were 96% and 88%

[E_L]

" With a median follow-up of >2 years, the combination of epcoritamab and R2 demonstrated clinically meaningful antitumor activity, with CR rates that, to our knowledge, are higher than any previously published for other bispecific antibody–based regimens in R/R FL"