Genmab — September 2023

[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

[E_L]

https://twitter.com/DrSteveMartin/status/1707324828905037958

[Sukkeralf]

Yes Janssen must be among the best to push candidates through clinical trials - so Genmab have been blessed with Janssen as a partner.

[Sukkeralf]

I think Jan almost promissed that one of the 4-1BB BsAbs will get a an announcement of which phase III they will start up - most likely GEN1042. That would indeed be a nice announcement at the post ASH seminar.

[Sukkeralf]

Or to push it even further that Janssen and Genmab unite again and find a solution to the arbitration and Janssen take HexCD38 on board.

[Sukkeralf]

Regarding Tivdak it would be nice to hear a word from Pfizer - but we probably need Seagen acquisition go through first

[Sukkeralf]

Likewise to hear some words from Amgen on their expectations regarding peaksale and future for Tepessa

[Sukkeralf]

Lots of good things ahead I guess or at least hope

[Bulder]

Nordea peaker Tivdak med et salg på 1,3 mia $. Det vil indbringe salgsindtægter på 4,8 mia dkk. Hvor meget der så skal trækkes fra i omkostninger ved jeg ikke. Men Tivdak kunne godt gå hen og blive større end Rybrevant.

[Pensionisten]

For mig ser det ud som om, at markedet er ved at indprise en tabt voldgift i Genmab kursen. Jeg kan ikke se ret mange andre årsager. Håber, vi snart får en afgørelse. Må indrømme, at jeg har lidt svært ved at se, en US voldgift gå Genmab’s vej. Men lad os se, håbet lever.

[Bulder]

Hvad skete der pludselig?

[Pensionisten]

Måske en fat finger

[Klarussen]

Fuldstændig crazy kursforløb, hvad foregår der?