Genmab — Oktober 2023
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Tepezza sales not yet included in the Amgen sales, but discussed in the call Q3 '23 -In the third quarter, sales of Tepezza reached $453 million, the company said on Tuesday. While Amgen was quick to point out that it was a 2% increase from the previous quarter, it also was an 8% decline year over year. Amgen has a plan to get Tepezza’s groove back, using a playbook that the company employed with vasculitis drug Tavneos after its 2020 acquisition of Chemocentryx.
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https://www.irishtimes.com/business/2023/10/25/irish-jobs-to-go-as-amgen-cuts-350-horizon-employees-after-takeover/ Detvar så kun ca 20% de fyrede. Men lidt omstilling vil koste på omsætningen kortvarigt må man vel forvente. Spændende hvad den store organisation kan gøre ved Tapezza.
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Jeg fandt lige følgende fra Handelsbanken dateret oktober 2022 angående Hexabody CD38 »For indeværende indikerer de prækliniske data for Hexabody-CD38, at antistoffet er ti gange mere potent end Darzalex, om end sikkerhedsprofilen endnu ikke er bekræftet. Endelige forsøgsdata vil blive offentliggjort i de kommende 12-18 måneder,« skriver Handelsbanken i sit morgenbrev. Har vi ikke hørt yderligere det seneste år.?
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Der er denne artikel fra juni, men resultater fra klinikken holder de tæt til kroppen: https://www.thelancet.com/journals/ebiom/article/PIIS2352-3964(23)00228-1/fulltext
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Vi har Plesners udtalelse fra april sidste år: “ Efter vi påbegyndte studiet for et år siden har vi nu formået at nå den maksimale påtænkte dosis uden nogen alvorlige bivirkninger, hvilket er det primære formål for studiets fase I, og det er meget positivt,” siger han.
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