Genmab — December 2024
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Genmab/Jan bør lytte nøje her og sikre, at de bliver first movers inden for de molekyler og proteiner og deres felt, som Huang også omtaler. Selvom klippet handler om Tesla, er pointen, at Genmab kan accelerere deres pipeline ved at anvende den samme teknologi, før konkurrenterne får overtaget. https://www.youtube.com/watch?v=5OOuSzcQNGg Huang snakker om et start op firma i starten ca. 30 sek inde
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Sutro Biopharma Announces Selected Dose for Luvelta and Topline Results from Dose-Optimization Portion of REFRαME-O1 Trial in Platinum Resistant Ovarian Cancer
- 32% objective response rate (ORR) in evaluable patients at the 5.2 mg/kg starting dose – the selected dose for randomized portion (Part 2) of ongoing registrational REFRαME-O1 trial - - These data confirm luvelta’s robust response rate in patients with late-stage ovarian cancer expressing a broad range of folate receptor alpha (FRα) - - Neutropenia well-managed; no new safety findings - - Luvelta is positioned for an Accelerated Approval application in mid-2027 - SOUTH SAN FRANCISCO, Calif., D
Yahoo Finance (finance.yahoo.com)
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Lidt fra konkurrenten Roche https://x.com/bertrandbio/status/1866543177144127791?s=61&t=JauvgjicW74kU8sNN3xEFA
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Fra Nordea:” Genmab (hold) - Novod har æret på ASH konferencen i San Diego. Alt bevæger sig mod behandling med bispeciffike antistoffer (mega tema). Darzalex er som bekendt monospecifik. Det er vores indtryk, at appetitten for ”en næste generation Darzalex” (Hexabody CD38) til behandling af knoglemarvskræft er meget begrænset. Net/net ser vi lavere sandsynlighed for, at JnJ udnytter Hexabody CD38 optionen. Se flash ude fra Novod her til morgen.”
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Genmab to Hold 2024 R&D Update and ASH Data Review Meeting https://proinvestor.com/investornyt/1252380/genmab-to-hold-2024-rampd-update-and-ash-data-review-meeting
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EPCORE NHL-2
fully recruited @543 patients instead of 662, so some savings there https://clinicaltrials.gov/study/NCT04663347?tab=history&a=23&b=24#version-content-panel -
ASH 2024: Expert Highlights Bolstered MRD Negativity, Survival With D-VRd in Newly-Diagnosed Multiple Myeloma https://www.pharmacytimes.com/view/ash-2024-expert-highlights-bolstered-mrd-negativity-with-daratumumab-vrd-in-multiple-myeloma
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Novo Nordisk går en spændende tid i møde, hvor investorerne venter på købet af Catalent samt data fra Novos fedmemiddel CagriSema. Hør også om Nykredits køb af Spar Nord, nye data fra Genmab, rentesænkninger, skattesalg og meget mere i afsnit 252 af Investeringspodcasten. https://proinvestor.com/boards/123399
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