Genmab — Januar 2026
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Den ma da gerne falde, når der snart bliver udbetalt udbytte, som skal placeres
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EGFR x c-MET is already a crowded space and Genmab now also have MCLA-129 from Merus, an EGFRxc-MET Biclonics. Not sure they are going to keep that one, as the tox profile is not great, but it is a large trial that has been going since 2021, so i think we can expect a decision soon after Genmab fully takes control at Merus.
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For me the most interesting is that they just opened a new Petosemtamab trial in NSCLC. We have not seen NSCLC data in public yet i believe, but Genmab will have seen it. Timing coincides. My best guess at this moment would be that Genmab goes with Peto for lung cancer.
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FDA approves daratumumab and hyaluronidase-fihj with bortezomib, lenalidomide, and dexamethasone for newly diagnosed multiple myeloma https://www.fda.gov/drugs/resources-information-approved-drugs/fda-approves-daratumumab-and-hyaluronidase-fihj-bortezomib-lenalidomide-and-dexamethasone-newly
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Genmabs Darzalex Faspro godkendt til kombinationsbehandling af myelomatose https://proinvestor.com/investornyt/1407741/genmabs-darzalex-faspro-godkendt-til-kombinationsbehandling-af-myelomatose
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Enig. En hurtig gevinsthjemtagning og mulighed for supplering, når den ryger tilpas ned i bunden af kanalen (igen-igen).
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on the EGFR x cMet crowded space - Two more companies try to outdo Rybrevant https://www.oncologypipeline.com/apexonco/two-more-companies-try-outdo-rybrevant
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