Genmab — Februar 2024
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Nice - full steam ahead. Any ideas as to how easy/difficult recruitment will be?
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incidence US = 15k/year
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@gentogen some antibodies may not need an addition to be admistered SC and then genmab can do it itself, depends also on how potent the drug is and how much you will need to dose (like epco, and possibly HexaCD38). But for others i think outside technology will be used, i mean large pharmas also do that
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Primary outcome measured as % of CRs at 30 months. Will take some time before we get there
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Amgen makes progress with its Horizon prize Tepezza, but there's much work left to do https://www.fiercepharma.com/pharma/amgen-expects-revenue-bump-its-acquisition-horizon-between-324b-and-338b
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Ja han har kunne trække kursen op flere gange. Selvom Gmab sikkert ikke føler de har behov for det, er blevet for store/fine til det osv, tror jeg markedet ville sætte pris på at de sælger deres ph 2+3 forsøg i stil med hvordan de mindre biotech gør det.Opdater seneste Jeffries præsentation slide 7med hvad market valuer er for deres ph2+3 indikationer og sæt det på en spids med deres succesrate på 100% godkendelse af ph3 trial på en spids.
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A bispecific antibody approach for the potential prophylactic treatment of inherited bleeding disorders https://www.nature.com/articles/s44161-023-00418-4 // Hemab HMB-001 / https://clinicaltrials.gov/study/NCT06211634
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Kort video - Demant leverer et solidt regnskab, hvorimod GN Store Nord ikke har haft et godt 2023. Novo køber fabrikker op og Zealand Pharma-aktien tog et dyk. Envidere omtales Chemometec og Genmab. https://www.proinvestor.com/boards/118661
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Hvis JVW stadigvæk ønsker at holde et potentielt opkøb fra døren med en høj kurs, så vil et solidt tilbagekøbsprogram da være en god ide.
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New: A Phase 3, Randomized, Double-masked, Placebo-controlled, Parallel-group, Multicenter Trial to Evaluate the Efficacy, Safety and Tolerability of Subcutaneous Teprotumumab in Participants With Moderate-to-Severe Active Thyroid Eye Disease https://clinicaltrials.gov/study/NCT06248619
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EAHAD 2024 Main Congress Oral Abstracts - OR01 Results of the first-in-human investigation of HMB-001 for prophylactic management of glanzmann thrombasthenia https://onlinelibrary.wiley.com/doi/full/10.1111/hae.14916
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HMB 001: A Novel Prophylactic Treatment Offers Hope for Bleeding Disorders https://bnnbreaking.com/breaking-news/health/hmb-001-a-novel-prophylactic-treatment-offers-hope-for-bleeding-disorders
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