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  4. Genmab — Oktober 2025

Genmab — Oktober 2025

Planlagt Fastgjort Låst Flyttet Genmab
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  • Helge_LarsenPI-redaktørH Offline
    Helge_LarsenPI-redaktørH Offline
    Helge_LarsenPI-redaktør
    wrote on sidst redigeret af
    #245

    Fra BSInvest: 1970 næste støttepunkt.

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    • SolsenS Offline
      SolsenS Offline
      Solsen
      wrote on sidst redigeret af
      #246

      Genmab har 2 cmet x egfr stoffer i pipelinen. En fra profound med toxin og en fra Merus. Det bliver interessant at se data herfra og mon ikke mindst en af dem ryger i skraldespanden inden nytår.

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      • SolsenS Offline
        SolsenS Offline
        Solsen
        wrote on sidst redigeret af
        #247

        Samme target som Ami 😉

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        • E Offline
          E Offline
          E_L
          wrote on sidst redigeret af
          #248

          and we were told the Profound asset, GEN1286, was 'pre-clinically far outperforming amivantamab and other EGFR CMET' ... so that is also why i think they know a lot about the capabilities of such a bispecific. Not sure if they recruit HNSCC though (even thought that would be a valid target given EGFR) so cant be certain they have seen 'in house' data...

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          • SolsenS Offline
            SolsenS Offline
            Solsen
            wrote on sidst redigeret af
            #249

            https://clinicaltrials.gov/study/NCT06685068?intr=GEN1286&rank=1 ‘Solid tumors” and quite large study

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            • E Offline
              E Offline
              E_L
              wrote on sidst redigeret af
              #250

              yea, i know , but it doesn't explicitly mention head and neck cancer, so can not be sure if they have seen any data on that themselves yet

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              • E Offline
                E Offline
                E_L
                wrote on sidst redigeret af
                #251

                anyway, not the price behavior i had hoped for post ESMO 😞 . and that JNJ is not in the plus at the moment is not really any consolation...

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                • E Offline
                  E Offline
                  E_L
                  wrote on sidst redigeret af
                  #252

                  maybe Merus will comment on their data / competitiveness on their Q3 call... will be a bit awkward few months until the take-over is complete, whith genmab saying 'we can not comment on data that is not in the public domain'...

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                  • SolsenS Offline
                    SolsenS Offline
                    Solsen
                    wrote on sidst redigeret af
                    #253

                    Not unusual price action upon data. But ami data looks good. Lets se ph3 data in 2026 on peto.

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                    • R Offline
                      R Offline
                      Raun
                      wrote on sidst redigeret af
                      #254

                      Av.... Nede med knap 8% i US 😞

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                      • S Offline
                        S Offline
                        Sukkeralf
                        wrote on sidst redigeret af
                        #255

                        Det er jo også Rina-S i ovarian cancer der ser ud til at få skarp konkurrence

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                        • R Offline
                          R Offline
                          Raffles
                          wrote on sidst redigeret af
                          #256

                          Efter denne dag kan vi se frem mod fredag 24/10 på AACR-NCI-EORTC i Boston hvor Merus er selected for Oral Presentation af Petosemtamab mod Metastatic Colorectal Cancer. Iht. Meddelelsen bliver præsentationerne lagt på Merus website ved begyndelsen af hver session.https://ir.merus.nl/news-releases/news-release-details/merus-announces-petosemtamab-metastatic-colorectal-cancer

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                          • J Offline
                            J Offline
                            JKY_VH
                            wrote on sidst redigeret af
                            #257

                            Tak for den Raffles

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                            • Helge_LarsenPI-redaktørH Offline
                              Helge_LarsenPI-redaktørH Offline
                              Helge_LarsenPI-redaktør
                              wrote on sidst redigeret af
                              #258

                              Godmorgen 🙂

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                              • L Offline
                                L Offline
                                LP90
                                wrote on sidst redigeret af
                                #259

                                Godmorgen 🙂

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                                • L Offline
                                  L Offline
                                  lahn1
                                  wrote on sidst redigeret af
                                  #260

                                  Fandt det lidt mærkeligt at en analytiker skulle tage fejl, så det kiggede jeg lige efer i sømmene. Hans udsagn er KORREKT. HPV-positive HNSCC patients tend to have a better overall prognosis — they respond more favorably to immunotherapy and chemoradiation, and they often live longer overall.

                                  However, their tumors are less driven by EGFR signaling, and EGFR expression is typically lower than in HPV-negative tumors.

                                  So when it comes to EGFR-targeted therapies (like cetuximab or petosemtamab):

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                                  • L Offline
                                    L Offline
                                    lahn1
                                    wrote on sidst redigeret af
                                    #261

                                    However, their tumors are less driven by EGFR signaling, and EGFR expression is typically lower than in HPV-negative tumors.

                                    So when it comes to EGFR-targeted therapies :

                                    You wouldn’t expect them to respond better than HPV-negative patients.

                                    In fact, they usually respond worse or similarly, because the target (EGFR) is less relevant in HPV-positive disease.

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                                    • L Offline
                                      L Offline
                                      lahn1
                                      wrote on sidst redigeret af
                                      #262

                                      Outcomes for recurrent or metastatic head and neck cancer by HPV status: a systematic review and meta-analysis. https://pubmed.ncbi.nlm.nih.gov/40212022/

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                                      • G Offline
                                        G Offline
                                        gentogen
                                        wrote on sidst redigeret af
                                        #263

                                        Pointen fra dit link i går 14:41 kan man selv regne efter via disse data, https://ir.merus.nl/news-releases/news-release-details/merus-petosemtamab-monotherapy-interim-data-continues

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                                        • G Offline
                                          G Offline
                                          gentogen
                                          wrote on sidst redigeret af
                                          #264

                                          Ved at korrigere samlet ORR for "13% (2/15) ORR in HPV associated cancer with another 5 patients achieving stable disease"

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