Genmab — April 2025

[E_L]

ASCO25 A phase 3, open-label, randomized study of rinatabart sesutecan (Rina-S) vs investigator’s choice (IC) of chemotherapy in patients with platinum-resistant ovarian cancer (PROC).

Abstract: TPS5627

| Poster Bd #: 520b

[E_L]

ASCO25 New Drugs in Oncology: Incorporation Into Practice - Presentation 2 -

Epcoritamab for Relapsed or Refractory Follicular Lymphoma

[E_L]

ASCO25 Novel analysis of 3-y results from the pivotal EPCORE NHL-1 study: Outcomes in patients (pts) with relapsed/refractory large B-cell lymphoma (R/R LBCL) and complete response (CR) at 2 y with epcoritamab (epcor) monotherapy.

Abstract: 7043

| Poster Bd #: 226

[Solsen]

Thanks EL. Very interesting abstracts.

[E_L]

one more -
ASCO25 First data from phase 1b/2 EPCORE NHL-4: Epcoritamab (Epcor) in Chinese patients (Pts) with relapsed or refractory diffuse large B-cell lymphoma (R/R DLBCL).

Abstract: e19001

[bibob]

God morgen.

[bibob]

[E_L]

Roche Ocrevus sales Q1 25 CHF 1778mn, Columvi 60m, Lunsumio 21m ( via https://www.roche.com/investors )

[Solsen]

Ikke meget udvikling i Ocrevus salget ud over prisstigning. De to andre bispecific heller ikke imponerende. Håber Kesimpta og Epco kan udvise lidt bedre tendenser.

[E_L]

BioNTech at AACR 2025 -Preclinical data for the EpCAMx4-1BB antibody candidate BNT314/GEN1059, which is being developed in collaboration with Genmab S/A (“Genmab”), will be presented in a poster session. BNT314/GEN1059 was evaluated in combination with PD-1 inhibition in a tumor model unresponsive to each single treatment. https://www.biospace.com/press-releases/biontech-to-present-clinical-and-preclinical-data-across-mrna-and-next-generation-immuno-oncology-priority-programs-at-aacr-2025

[E_L]

The data showed anti-tumor activity, delayed tumor outgrowth and prolonged survival for the combination treatment compared to both single treatments. The immunomodulatory activity of BNT314/GEN1059 was further potentiated in combination with PD-1 blockade.

[E_L]

'Halozyme sues Merck over alleged patent infringement' -
everyone sueing everyone in this industry

[E_L]

this patient still surviving on epcoritamab https://thepatientstory.com/patient-stories/non-hodgkin-lymphoma/diffuse-large-b-cell-dlbcl/michael-e/

[Raun]

Thank you E L for t
his emotional story

[Sukkeralf]

Hvornår mon Genmab/BioNTech har tænkt sig at give os data på GEN1042. Håber på enten ASCO eller EHA - og drømmen er stadig at de overrasker. Eller skal vi mon helt frem til efteråret ved SITC eller ESMO. Nogen der ved noget?

[Solsen]

Abbvie rapporterer $51 mln i Q125 for epkinley. Fremgang på 90% ift ssamme kvartal sidste år.

[Solsen]

Global Elahere net revenues were $179 million

[Solsen]

I Q424 var samme rapporterede tal $40 mln. Så 25-30% q/q stigning på epkinly.

[Solsen]

Husk Abbvie rapporterer Epkinly med noget revenue og en del som profit share.

[E_L]

so can we estimate roughly $100mn total for the quarter for Epkinly? vs Roche Columvi 60m+ Lunsumio 21m=81CHF
=~$89mn