Genmab — Oktober 2022
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Genmab kan have en værdig afløser til supersællerten Darzalex på vej, vurderer Handelsbanken, der dog også ser risici forbundet med potentielt nye krav i USA til udviklingen af kræftmidler.
Handelsbanken har netop været vært for et arrangement med Genmabs IR-team, og her blev der fokuseret på Genmabs mulige afløser til Darzalex, Hexabody-CD38.
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Winkel på Q1 CC: the other program, which I've spoken about at the full year results in February, the Optimus program, which is requiring more dosing iterations, which is certainly going to be asked from Genmab as well as from all other companies in the oncology area and the rationale that perhaps in some combinations, one could use a lower dose of the therapeutic candidates than what is used in monotherapy, Asthika.
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And that could, of course, slow down a bit the development unless you agree with the regulator to do multiple arm studies. And again, Genmab is now in a position with a better pipeline than we ever had before, a better team that we ever had before in our history and a robust cash position to do actually multiple arm studies also under the Optimus program to actually very quickly titrate and get optimal doses of new therapeutic antibody candidates. So yeah, we are very busy.
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USA: Beskæftigelsen voksede mere end ventet i september https://www.proinvestor.com/investornyt/887710/usa-beskaeftigelsen-voksede-mere-end-ventet-i-september-ny
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Renter stiger og aktier falder efter jobtal https://www.proinvestor.com/investornyt/887711/renter-stiger-og-aktier-falder-efter-jobtal-ny
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MajesTEC-9- A Study Comparing Teclistamab Monotherapy Versus Pomalidomide, Bortezomib, Dexamethasone (PVd) or Carfilzomib, Dexamethasone (Kd) in Participants With Relapsed or Refractory Multiple Myeloma https://clinicaltrials.gov/ct2/show/NCT05572515
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also new- Study of Teclistamab in Combination in Elderly Patients With Multiple Myeloma (IFM 2021-01) -with Dara or Len
https://clinicaltrials.gov/ct2/show/NCT05572229 -
Den omvendte SHS med et "omvendt" hoved, koster en ny ferie. Solgte 20 % af beholdningen i 2740, genkøbt i 2440, solgt i 2770. Jeg kunne jo ikke vente på, at andre skulle kalde en SHS. God weekend til jer alle fra Caribien
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