Genmab — September 2023

[bibob]

God morgen.

[Pensionisten]

Mon ikke vi ser lidt lysrgrønt idag - for så at se rødt igen fredag - kvartalsslut?

[Klarussen]

Kina ser ikke lovende ud...

[Riis7]

I kan snart begynde snart opkøbs kandidat igen;-) den bliver billigere dag for dag;-)

[Klarussen]

Nemlig, man skal se positivt på tingene

[JKY_VH]

Ja mon ikke Stadil vil være så storsindet at tilbyde kurs 2500 og afnotere selskabet;-)

[E_L]

ESMO Congress 2023 abstract titles- LBA9 - innovaTV 301/ENGOT-cx12/GOG-3057: A Global, Randomized, Open-Label, Phase 3 Study of Tisotumab Vedotin vs Investigator’s Choice of Chemotherapy in 2L or 3L Recurrent or Metastatic Cervical Cancer

[E_L]

ESMO23 LBA14 - Amivantamab Plus Lazertinib vs Osimertinib as First-line Treatment in Patients With EGFR-mutated, Advanced Non-small Cell Lung Cancer (NSCLC): Primary Results From MARIPOSA, a Phase 3, Global, Randomized, Controlled Trial

[E_L]

ESMO23 LBA15 - Amivantamab Plus Chemotherapy (With or Without Lazertinib) vs Chemotherapy in EGFR-mutated Advanced NSCLC After Progression on Osimertinib: MARIPOSA-2, a Phase 3, Global, Randomized, Controlled Trial

[E_L]

ESMO23
LBA5 - Amivantamab Plus Chemotherapy vs Chemotherapy as First-line Treatment in EGFR Exon 20 Insertion-mutated Advanced Non-small Cell Lung Cancer (NSCLC): Primary Results From PAPILLON, a Randomized Phase 3 Global Study

[Vitus]

Jeg synes ikke vi ser Darzalex opfølgning mere ?

[lassevedel96]

@EL where do you find the abstract titles?

[Sukkeralf]

So hopefully Amivantamab can be a good trigger at ESMO - and ASH has always been kind to Genmab. Had small hopes of a bit more GEN1042 or GEN1046 at SITC but we must wait to the post ASH seminar in december.

[E_L]

ESMO Congress 2023 - Conference Calendar - ESMO Congress 2023

(cslide.ctimeetingtech.com)

[Bulder]

Ami må have gode data, siden den er med i flere late brakers.

[Bulder]

Et salg af Rybrevant på 4 mia $ i 2028 vil indbringe DKK 2,5-2,8 mia i royalty.

[Bulder]

Værd at tage med.

[E_L]

yes, and as annoyed as we can be with JNJ sometimes , they have shown their value in pushing a drug, and they are trying hard with amivantamab

[E_L]

or alternatively an announcement of a Phase3 for GEN1042 / 46 @Sukkeralf , but i guess that is a bit much to hope for for now...

[E_L]

unfortunately nobody seems to be much interested in the progression of tisotumab, there is still a nice potential for this to grow into earlier lines and alternative disease areas, so looking forward to that data