Genmab — November 2022
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Although it fell short of response rates shown by its Car-T cell competitors the US approval of J&J ,s Tecvayli on tuesday along with some winning attributes has set it up as a major player in the multiple myeloma treatment paradigm according to key opinion leaders in the field
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https://ir.horizontherapeutics.com/static-files/b3e39f27-2ed6-4c37-843a-d17b24e1b8b8 Horizon Q3 2022 Presentation
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Jeg øgede kraftigt min eksponering i $HZNP efter tilbagefaldet ovenpå Q2. Godt at se de allerede har fået hånd om situationen. Ikke overraskende at de går ind i Europa. Det har undret mig længe, at de ikke var mere sultne på det globale potentiale for TEPEZZA.
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From the viewpoint also: Besides, experts said they foresee the way being paved for Tecvayli to move into earlier lines of treatment relatively quickly. Analysts from Morgan Stanley pointed out that J&J has trials underway to do just that, and said this helps to bolster the sunny revenue outlook for the company’s multiple myeloma assets, projecting sales of Tecvayli to reach $6.6 billion by 2030 and Carvykti sales to garner $5.7 billion in that same time frame.
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4 oral presentations of epco. 19 in total from Genmab
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3254 Preliminary Dose-Escalation Results from a Phase 1/2 Study of GEN3014 (HexaBody
-CD38) in Patients (pts) with Relapsed or Refractory Multiple Myeloma (RRMM) https://ash.confex.com/ash/2022/webprogram/Paper159116.html -
and from Mathai Mammen, when he was still at JNJ, -This study with the HexaBody is being run by Genmab in close collaboration with us. And it's a next generation even more effective CD38 blocker, deep activity on CD38 positive cells. And we'll see data towards the end of this year that'll help us understand whether there's a path forward, both in multiple myeloma, by the way, and diffuse large cell B cell lymphoma. And so, this is exciting for us.
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