Genmab — Oktober 2025
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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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Hvad tid (DK) bliver tallene publiceret og hvor meget vil det reelt påvirke kursen i forhold til tidligere?
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