Genmab — September 2024

[Bulder]

Hvis jnj ikke opter in skal vi 200 kr ned. Hvis de gør skal vi 1200 op. Så på den måde kan man da godt sige, at der er mere upside potentiale end det modsatte. Men det fjerner ikke downside risikoen.

[Plimsoller]

Er der noget der forhindre jnj i ikke at opte ind på Hexa for derefter at komme med et købstilbud på Genmab, og så få fat på det alligevel?

[Plimsoller]

*forhindrer

[Raun]

Det vil godt nok være en svinestreg af de store. Men JnJ skal vel så også ud og opfinde nye muligheder for CD38...

[Raun]

Altså hvis JnJ ikke opter ind

[E_L]

@lymphomahub
CONGRESS | #SOHO2024 | POSTER
Lorenzo Falchi
@MSKCancerCenter
presents data from the phase I/II EPCORE NHL-2 trial of fixed-duration epcoritamab + R2 in 1L FL (updated data from Arm 6) and single-agent epcoritamab as maintenance treatment after SOC in FL (first disclosure of Arm 7). N=41, ORR=95%,CR=85%. https://x.com/lymphomahub/status/1833200014384107809

[lahn1]

Solsen, tro ikke der er mange der har store forventninger til Rybrevant i1L selvomeSC Rybrevant havde en brdre AE profil. Men JNJ sigter vel stadigvæk efter 50% mrk shr i 1 L og det er optimistisk.

[lahn1]

Selvom PFS peger på en fordel til Tagrisso så mangler vi OS data for begge.

[Helge_LarsenPI-redaktør]

Godmorgen

[Stroka]

God morgen

[bibob]

God morgen.

[transalp]

Go morgen ..

[LP90]

Godmorgen

[E_L]

it is going to be hard to keep track of all the data releases for Epcoritamab... all the different arms... let alone the comparison with competition...

[E_L]

then again, with ORRs of 95% and CRs of 85%, maybe you don't really need comparisons anymore

[E_L]

Xencor yesterday announced they plan to start a trial with their CD3xCD20 in autoimmune diseases by the way... (this is the asset they had in development with JNJ for blood cancers, but where JNJ opted out...)

[lahn1]

You doing a great job EL many thx for all your links.

[E_L]

would be nice if one day one of those links would lead to a positive price move for a change lol

[lahn1]

Your lates on Epco should!!, looks like best in class !

[lahn1]

Wonder, if data holds up, if they are good enough for an accelerate approval down the line.