Genmab — Oktober 2025
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Ifølge ”ClinicalTrials” har Genmabs store studie med GEN1042 (NCT04083599) fået reduceret antallet af patienter/Enrollment fra Estimated 1.287 til Actual 350. Det var da noget af en reduktion! Study Design skulle være ændret, men jeg kan ikke umiddelbart se hvilke ændringer der er sket. Er der nogen der kan uddybe/ved mere om dette?
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Bernstein og deres underperform udmelding! De har aldrig ramt Gen kursen. Så er det da en dejlig afbalancering,at UBS f.eks opjusterede til 2.700 den anden dag. Hvorvidt de så har ramt den, lader vi stå. Men de er nok meget langt fra så skævt på den som Bernstein.
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Peto patent udløber 2036, men får ved FDA godkendelse 12 års eksklusivitet frem til 2039 hvis godkendt i 2027. Det kan forlænges op til i alt 14 år efter godkendelse. Så at regne med en ny patent cliff i 2025 er helt væk. Kan slet ikke få mit hoved rundt om en kurs på 1.015 med en PE 6 i 2028. Det siger meget om Berstein at det kun er 30% rabat ift peers.:D
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FRONTIER1 multiple ascending dose extension: a safety, tolerability, pharmacokinetics, and pharmacodynamics study of Mim8 in patients with haemophilia A https://www.sciencedirect.com/science/article/pii/S247503792500531X
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Handelsbanken is making a change to its sector favorites within Healthcare, [..]. Danish Genmab is Handelsbanken's first choice in the sector, https://x.com/StockwatchDK/status/1976566474316865959
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Åben artikel: Genmab accelererer biopharma-strategi: Merus er løftestang https://proinvestor.com/investornyt/1369829/oversigt-ny-udgave-af-ou-life-science-genmab-accelererer-biopharma-strategi-merus-er-loftestang
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Tak for artiklen. Virkelig god. Og interessant, at den og omtalerr zenocutuzumab, som vist ellers ikke har været meget omtalt, så jeg søgte lige lidt. Se for eksmpel https://www.fda.gov/drugs/resources-information-approved-drugs/fda-grants-accelerated-approval-zenocutuzumab-zbco-non-small-cell-lung-cancer-and-pancreatic
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Godmorgen
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Godmorgen
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ESMO 2025 1121P - Rinatabart sesutecan (Rina-S
) for patients with advanced or recurrent endometrial cancer (a/r EC): Update from dose expansion cohort B2 of RAINFOL
-01 https://cslide.ctimeetingtech.com/esmo2025/attendee/confcal_2/presentation/list?q=Rinatabart+ -
1166P - Tisotumab vedotin plus carboplatin or pembrolizumab in recurrent or metastatic cervical cancer: 5-year results from the innovaTV 205/GOG-3024/ENGOT-cx8 study https://cslide.ctimeetingtech.com/esmo2025/attendee/confcal_2/presentation/list?q=tisotumab
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1327MO - Amivantamab in recurrent/metastatic head & neck squamous cell cancer (HNSCC) after disease progression on checkpoint inhibition and chemotherapy: Results from the phase Ib/II OrigAMI-4 study https://cslide.ctimeetingtech.com/esmo2025/attendee/confcal/presentation/list?q=amivantamab
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and a few posters for amivantamab https://cslide.ctimeetingtech.com/esmo2025/attendee/confcal_2/presentation/list?q=amivantamab
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Merus Announces Petosemtamab in Metastatic Colorectal Cancer Abstract Selected for Plenary Session Oral Presentation at the AACR-NCI-EORTC International Conference on Molecular Targets and Cancer Therapeutics https://ir.merus.nl/news-releases/news-release-details/merus-announces-petosemtamab-metastatic-colorectal-cancer
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