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  4. Genmab — Oktober 2024

Genmab — Oktober 2024

Planlagt Fastgjort Låst Flyttet Genmab
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  • B Offline
    B Offline
    bibob
    wrote on sidst redigeret af
    #840

    God morgen. 🙂

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    • J Offline
      J Offline
      JKY_VH
      wrote on sidst redigeret af
      #841

      Genmab kan se frem til øgede royalties fra Novartis, som slår forventningerne

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      0
      • J Offline
        J Offline
        JKY_VH
        wrote on sidst redigeret af
        #842

        Og Novartis slår da også analytikerne på de fleste poster.

        Og regnskabets danske islæt - Genmab - kan da også glæde sig over, at salget af Kesimpta, der anvendes til behandling af sklerose, steg med 28 pct.

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        • J Offline
          J Offline
          JKY_VH
          wrote on sidst redigeret af
          #843

          Det samlede salg af Kesimpta endte i årets tredje kvartal på 838 mio. dollar mod ventet 823,9 mio. dollar ifølge estimater indsamlet af Bloomberg News.

          Genmab modtager 10 pct. af salget i royalties.

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          • P Offline
            P Offline
            ProinvestorNEWS
            wrote on sidst redigeret af
            #844

            Genmab kan se frem til øgede royalties fra Novartis, som slår forventningerne https://proinvestor.com/investornyt/1234109/genmab-kan-se-frem-til-ogede-royalties-fra-novartis-som-slar-forventningerne

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            • exitnuE Offline
              exitnuE Offline
              exitnu
              wrote on sidst redigeret af
              #845

              Godt nyt mht. Kesimpta ...

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              • E Offline
                E Offline
                E_L
                wrote on sidst redigeret af
                #846

                novartis q3-2024-investor-presentation https://www.novartis.com/sites/novartis_com/files/q3-2024-investor-presentation.pdf

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                • O Offline
                  O Offline
                  Oduk
                  wrote on sidst redigeret af
                  #847

                  God formiddag, Jeg husker at der var en der lagde et link op til H2H undersøgelsen ville være færdig i udgang af oktober, men er der nogle som ved hvor længe der plejer at gå før vi ser disse data? Umiddelbart ville jeg jo mene at de skal udgives med det samme, men er der nogle som kan be- eller afkræfte dette?

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                  • G Offline
                    G Offline
                    gentogen
                    wrote on sidst redigeret af
                    #848

                    "Primary completion" (som næsten altid er et estimat) betyder strengt taget ikke færdig en bestemt dato, men kan for eksempel betyde, at den sidste patient forventes behandlet på et givet tidspunkt. Det er meget forskelligt, hvor hurtigt efter data offentliggøres.

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                    • G Offline
                      G Offline
                      gentogen
                      wrote on sidst redigeret af
                      #849

                      Da 'primary data' under alle omstændigheder ikke er de endelige data, så tror jeg ikke, at der er nogen pligt til at offentliggøre dem

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                      • G Offline
                        G Offline
                        gentogen
                        wrote on sidst redigeret af
                        #850

                        Altså i al almindelighed. Her ved vi jo, at de kommer

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                        • E Offline
                          E Offline
                          E_L
                          wrote on sidst redigeret af
                          #851

                          Q3-2024-PFE-Earnings-Release Pizer Tivdak $34 (32 US, 2 international) https://s28.q4cdn.com/781576035/files/doc_financials/2024/q3/Q3-2024-PFE-Earnings-Release-Final.pdf

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                          • E Offline
                            E Offline
                            E_L
                            wrote on sidst redigeret af
                            #852

                            Exclusive: Genmab lines up T cell engager pact with Revitope Oncology https://endpts.com/exclusive-genmab-lines-up-t-cell-engager-pact-with-revitope/ https://www.revitope.com/

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                            • E Offline
                              E Offline
                              E_L
                              wrote on sidst redigeret af
                              #853

                              3 targets, Genmab pays $9mn upfront with potential milestones up to $600mn, solid tumors

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                              • B Offline
                                B Offline
                                bikube
                                wrote on sidst redigeret af
                                #854

                                Er Tivdak stadig kun i 3. line. ?

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                                • E Offline
                                  E Offline
                                  E_L
                                  wrote on sidst redigeret af
                                  #855

                                  yes. and only US and since this summer Macau, (not yet in mainland China). i assume that is where the $
                                  2mn international is from, or maybe off-label. EU and Japan submitted this year.

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                                  • E Offline
                                    E Offline
                                    E_L
                                    wrote on sidst redigeret af
                                    #856

                                    We are waiting to see if they will proceed with trials for head and neck cancer which was one of the goals for this year, but seems a bit less certain after a recent evasive
                                    remark by Klimovsky

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                                    • E Offline
                                      E Offline
                                      E_L
                                      wrote on sidst redigeret af
                                      #857

                                      Where i first thought that maybe Pfizer would be less interested in furthere Tiso development, now it could certainly also be Genmab after the addition of the Profound bio portfolio. If they really think toxicity is less with those ADC's then it is with Tiso ,
                                      it may be smart to invest the money there...

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                                      • E Offline
                                        E Offline
                                        E_L
                                        wrote on sidst redigeret af
                                        #858

                                        a few changes in the GEN1046 Safety Trial write up. Also completion dates delayed (again) by a year this time; I wonder, given that they already stopped recruiting early this year, could that mean that patients stay on the drug longer than expected? or how should we look at this? https://clinicaltrials.gov/study/NCT03917381?tab=history&a=35&b=36#version-content-panel

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                                        • B Offline
                                          B Offline
                                          bikube
                                          wrote on sidst redigeret af
                                          #859

                                          Thanks E L.

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                                          With your input, this post could be even better 💗

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