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  4. Genmab — April 2025

Genmab — April 2025

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • B Offline
    B Offline
    bibob
    wrote on sidst redigeret af
    #221

    🙂

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    • E Offline
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      E_L
      wrote on sidst redigeret af
      #222

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

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      • SolsenS Offline
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        Solsen
        wrote on sidst redigeret af
        #223

        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.

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          E_L
          wrote on sidst redigeret af
          #224

          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

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          • E Offline
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            E_L
            wrote on sidst redigeret af
            #225

            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.

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            • E Offline
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              E_L
              wrote on sidst redigeret af
              #226

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

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              • E Offline
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                E_L
                wrote on sidst redigeret af
                #227

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

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                • R Offline
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                  Raun
                  wrote on sidst redigeret af
                  #228

                  Thank you E L for t
                  his emotional story

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                  • S Offline
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                    Sukkeralf
                    wrote on sidst redigeret af
                    #229

                    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?

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                    • SolsenS Offline
                      SolsenS Offline
                      Solsen
                      wrote on sidst redigeret af
                      #230

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

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                      • SolsenS Offline
                        SolsenS Offline
                        Solsen
                        wrote on sidst redigeret af
                        #231

                        Global Elahere net revenues were $179 million

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                        • SolsenS Offline
                          SolsenS Offline
                          Solsen
                          wrote on sidst redigeret af
                          #232

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

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                          • SolsenS Offline
                            SolsenS Offline
                            Solsen
                            wrote on sidst redigeret af
                            #233

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

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                              E_L
                              wrote on sidst redigeret af
                              #234

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

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                                E_L
                                wrote on sidst redigeret af
                                #235

                                @Sukkeralf Feb25: let's move on to Judith to speak a bit about timing for 1042 - - Yes, thank you. And thank you for the question. So as we put in the slide, it's by 2025. I cannot be more precise at this point because, as you know, durability is key for IL. And we need to assess durability on first line and then, undergo the prioritization within our own pipeline. And head and neck externally is moving as well. And we will come with all these data sets more likely by the second half of the year

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                                  E_L
                                  wrote on sidst redigeret af
                                  #236

                                  Jan : Then finally, to top it off, Rajan, I can tell you that not only we, but also a part of BioNTech is very excited about what we have seen up to now with 1042. We need more data, as Judith already alluded to. But we also think there is a great potential for combining 1042 with different ADCs and other concepts that both companies are working on.
                                  So I think exciting times. We'll need a bit more data to get more, a better feeling for durability, but a high level of excitement.

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                                  • SolsenS Offline
                                    SolsenS Offline
                                    Solsen
                                    wrote on sidst redigeret af
                                    #237

                                    Biotech der har VEGF/PD-1 bispecific i forsøg i NSCLC
                                    er faldet kraftigt for en times tid sinden. BNTX, TIL, SMMT m.fl. Er der nogen der kan se nyheden ?

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                                    • L Offline
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                                      lahn1
                                      wrote on sidst redigeret af
                                      #238

                                      $JNJ announced that the EGFR/c-MET bispecific antibody, Rybrevant (amivantamab), has been approved by #China #NMPA for a new label: in combination with carboplatin and pemetrexed for locally advanced or metastatic non-sq NSCLC carry EGFR Ex19del and exon 21 L858R mutation, and disease has progressed during or after treatment with EGFR TKIs.

                                      The approval is based on data from the MARIPOSA-2 Ph3 study.

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                                      • L Offline
                                        L Offline
                                        lahn1
                                        wrote on sidst redigeret af
                                        #239

                                        Solsen er det den her fra forleden ? https://www.prnewswire.com/news-releases/ivonescimab-in-combination-with-chemotherapy-demonstrates-statistically-significant-and-strongly-positive-results-in-first-line-treatment-of-squamous-non-small-cell-lung-cancer-sq-nsclc-vs-tislelizumab-in-combination-with-chemo-302435143.html

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                                        • S Offline
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                                          Sukkeralf
                                          wrote on sidst redigeret af
                                          #240

                                          Thanks E L - we await H2 then 🙂

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