Genmab — Maj 2025
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Erzo only became important due to the arbitration and the abritration failed due to poor legal work to begin with and secondly, due to poor legal work again not using the right argument in the right fase of the abritration . Which likely was the reasons for the loss. So who's responsible for this ?
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@E L My opinion derives from the total sum of it all. The outcome of the two topics you mentioned surely would not have been any different with another CEO, but there is a wear and tear factor towards the credibility of a CEO when such events occur. That combined with 15 years at the helmet points, in my opinion, towards a changeout in leadership.
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I have been in Genmab for 20 years. Yes, the last 2 have been disappointing. But what Jan has done to grow it to where is now, massive revenue, 8 products on the market, big pipeline, commercial team so you can keep 100% of the new products, is amazing. I’m very grateful and have all confidence in Jan.
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Det var i efteråret 2024, at vi fik kombo data der lignede cure og hvor vi netop sagde, at det kunne blive svært for erzo. Så JW kan have været i god tro indtil dette tidspunkt. Og vi skal huske at kurs +3000 bar helt skævt og kun muligt i et marked med negative renter og rigelig likviditet.
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@RobertoBoreaMD
Final #CHRYSALIS trials results: #Amivantamab delivers durable responses in #METex14 #NSCLC, even after MET TKI failure. https://x.com/RobertoBoreaMD/status/1924563968221122751
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The efficacy and safety of Tisotumab vedotin in the treatment of recurrent/metastatic cervical cancer: a systematic review and meta-analysis of single-arm studies https://www.frontiersin.org/journals/pharmacology/articles/10.3389/fphar.2025.1538980/full
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wow....
ODAC Votes STARGLO Trial Not Applicable to US Patients With DLBCL https://www.targetedonc.com/view/odac-votes-starglo-trial-not-applicable-to-us-patients-with-dlbcl -
ODAC is an Advisory Committee; so the FDA could even theoretically deviate from their advice. But they can also follow it and there is not enough confirmation for full approval and approval could be withdrawn. Genentech could recruit additional US patients; but it would take years wouldn't it...
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maybe there is more in here, i didn't go through it -
Oncologic Drugs Advisory Committee (ODAC) Meeting
May 20, 2025- https://www.fda.gov/media/186525/download -
Godmorgen
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FDA cancer panel gives thumbs up to J&J's Darzalex, votes nay on Roche's Columvi https://firstwordpharma.com/story/5964785
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Dr Falchi on the Safety of Fixed-Duration Epcoritamab Plus Lenalidomide/Rituximab in R/R Follicular Lymphoma https://www.onclive.com/view/dr-falchi-on-the-safety-of-fixed-duration-epcoritamab-plus-lenalidomide-rituximab-in-r-r-follicular-lymphoma
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JNJ press release - U.S. FDA Oncologic Drugs Advisory Committee votes in favor of the benefit-risk profile of DARZALEX FASPRO
(daratumumab and hyaluronidase-fihj) for high-risk smoldering multiple myeloma - https://www.jnj.com/media-center/press-releases/u-s-fda-oncologic-drugs-advisory-committee-votes-in-favor-of-the-benefit-risk-profile-of-darzalex-faspro-daratumumab-and-hyaluronidase-fihj-for-high-risk-smoldering-multiple-myeloma
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