Genmab — September 2025

[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"

[E_L]

"Analyses based on pLOT showed that the CR rate was higher in the 2L group compared with the group receiving epcoritamab plus R2 in the third line or later, suggesting an advantage to using epcoritamab regimens earlier. Most patients with a poor prognosis, such as those with primary refractory or double-refractory disease, whose FL is typically resistant to common therapies including rituximab, had a CR with epcoritamab plus R2."