Genmab — September 2025
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" 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"
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"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."
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Scancell Business Update -Second commercial licence with Genmab for SC2811 secured for $6 million in total upfront payments and up to $630 million in potential milestones and low-single digit royalties
Development of the first Genmab partnered SC129 remains on track with further milestones payments anticipated in the near-term. https://www.globenewswire.com/news-release/2025/09/11/3148321/0/en/Scancell-reports-Business-Update-and-Financial-Results-for-the-Year-Ended-30-April-2025.html -
Den er steget omkring 55% siden starten / midten af april, så det er absolut godkendt - også selvom det var et billigt udgangspunkt.
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Ugekommentar: Hvad tænker Helge Larsen om den spareplan, der er kommet fra Novo Nordisk? Skal man sælge eller beholde sine Bavarian Nordic-aktier? Er Genmab i gang med en revival? Kort video: https://proinvestor.com/boards/128333
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Iflg Morningstar https://www.morningstar.com/stocks/xcse/gmab/ownership har GMAB fået en ny større investor https://www.orbis.com/us/institutional/insights/commentaries/quarterly/2024/q3/international
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Genmab: Epkinly's Spectacular Data Is The Antidote To The Darzalex Patent Cliff https://seekingalpha.com/article/4822562-genmab-epkinly-spectacular-data-antidote-to-darzalex-patent-cliff
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Genmab: A Matter Of Time https://seekingalpha.com/article/4822275-genmab-a-matter-of-time
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