Genmab — November 2025

[Sukkeralf]

Ja tre nye IND’er i år er ret flot - og endda BsAb-ADC.

[bikube]

JnJ vin FDA traditional nod for Dara Faspro in AL amyloidosis. siger Seeking Alfa.

[bikube]

Amgen får fuld FDA godkendelse for Imdelltra i SCLC. også iflg. S.A.

[bikube]

Amgen får fuld FDA godkendelse for Imdelltra i SCLC. også iflg. S.A.

[E_L]

Epkinly gets a second-line follicular nod And AbbVie and Genmab scoop their ASH presentation with new data.
https://www.oncologypipeline.com/apexonco/epkinly-gets-second-line-follicular-nod

[Sukkeralf]

Kesimpta peak salg forventes over 6 milliarder dollars:

[Sukkeralf]

Novartis venter vækst på 5-6 pct. på mellemlang sigt

Novartis forventer samtidig, at salget af sklerosemidlet Kesimpta, som Genmab har del i, fortsat når et topsalg på mere end 6 mia. dollar.

(medwatch.dk)

[Solsen]

Virkelig flot

[E_L]

Fighting Cancer With 'Smart Bombs.' What New Treatments Mean For Wall Street. https://www.investors.com/news/technology/biotech-stocks-antibody-drug-conjugates-adcs-cancer-treatment-chemotherapy/

[Helge_LarsenPI-redaktør]

Transcript : Genmabs præsentation på Jefferies Healthcare Conference med Q&A https://proinvestor.com/investornyt/1385876/transcript-genmabs-praeligsentation-paring-jefferies-healthcare-conference-med-qampa

[E_L]

ASH Late breaker for Teclistamab + Daratumumab
https://x.com/JacobPlieth/status/1992984045823942775/photo/1

[E_L]

@Plimsoller looks like only 6 again, i imagine you were probably hoping for something on epco, but this is nice i would say

[E_L]

seems that dump into that large auction follows huge auction in Novo?

[E_L]

ASH25 LBA-6
Abstract Title : Phase 3 randomized study of teclistamab plus daratumumab versus investigator’s choice
of daratumumab and dexamethasone with either pomalidomide or Bortezomib (DPd/DVd) in patients
(Pts) with relapsed refractory multiple myeloma (RRMM): Results of majestec-3
https://meetings-api.hematology.org/api/abstract/vmpreview/304640 Spectacular
...

[Plimsoller]

@E L Yes, it was epco I had in mind when asking a while back, but this will do Let's hope for a good run up to ASH this year, and an even stronger finish in 2025.

[lahn1]

Havde håbet på Epco i DLBC, det havde en kærkommen julegave. Men tænker ikke de vil vente helt til EHA i Juni ??

[Plimsoller]

Den nyhed er vel kursdrivende, så jeg tror at de kommer med den når data er modne til offentliggørelse? Er der andre bud på det?

[E_L]

BOFA -GMAB top SMID pick with high conviction in 3 26E catalysts for >$5bn peak https://x.com/semodough/status/1993330204442316888

[gentogen]

I US og Kina er primary endpoint OS, så det passer nok meget godt, at data skal 'modne'

[lahn1]

De har vel nået de events der skal til for at data er modne nok. Ellers skulle det måske være for at få en srre adskillelse på Epco og control armen. Men vi ved at endpoint er statistisk signifikant og dermed forskellen til ctrl armen eller hvad ?