Genmab — Juni 2025

Solsen

Det bliver spændende at følge @Raun

E_L

the Ph3 Acasunlimab trial adding a lot of new recruitment centers https://clinicaltrials.gov/study/NCT06635824?tab=history&a=8&b=9&compareMode=sideBySide#version-content-panel

w

AlphaValue/Baader Europe Keeps Genmab at Buy, Boosts Price Target on Pipeline Strength. Hæver fra 2566 til 2661kr

w

Human Verification

(finimize.com)

Solsen

Plus 100 new sites And boost targets. Are we back on trac ?

E_L

In full swing... let's see if they can replicate the speed with which they executed on Epcoritamab... that went very fast (is going very fast i should say), but this they have to do alone...

E_L

ASCO 2025 presentations via https://www.genmabmedicalaffairs.com/congress?filv1=17

Solsen

Looks like Rina-S also are running fast

Solsen

I have been a little cautious on Acasunlimab after Biontech left. But there is a chance that Biontech where wrong.

E_L

the fact that they started a Melanoma trial with Acasunlimab is a strong signal i would think

Solsen

Yes I agree.

lahn1

De 2 nye endpoint kan vel være andet end positive, selvom jeg primært ser dem som det. Lyder plasma kontrol lidt som vi var inden på ved resultaterne af ph2, at en individuel doserings regime (timing) ift Aca koncentrationen i plasma ser ud til at kunne optimere effekten ? Discontinuation rate er vel kun forberedelse på godkendelse vs Docetaxel i 2 L og måske bedre forståelse for AE ift med mulige fremtidige kombinationer. Hvordan læse I andre de nye end points ?

Solsen

Acasunlimab has a huge potential. Tahi seems very bullish. But data on limited pts until now. But if they can show high number and long responses in NSCLC in second line it could be big.

lahn1

Sorry, jeg fik vist blandet koncentratione af acasunlimab i plasma sammen med t-cell exhaustion.

E_L

only Time to Treatment Discontinuation Due to AE is new. (the other was already there, the old 5. ) to me the question is more; why wasn't that there in the first place (logical measure)

lahn1

Yes as 4-1BB has a history of poor tolerability, it seems logical to be able to show durable tolerability with zero or low discontinuation rates. Docetaxel having 15-20% discontinuation as SOC in 2L NSCLC.

E_L

BioNTech Announces Strategic Transaction to Acquire CureVac in Public Exchange Offer https://investors.biontech.de/news-releases/news-release-details/biontech-announces-strategic-transaction-acquire-curevac-public

Solsen

I belive Genmab still have some shares left i CureVac.

E_L

they may have, but for a relatively small value. If I remember correct, they invested $20mn and sold a part of that for +-$60mn (?) . The remainder collapsed in value...

E_L

Epcoritamab Improves Outcomes, HRQOL in Patients With Relapsed/Refractory Follicular Lymphoma https://www.ajmc.com/view/epcoritamab-improves-outcomes-hrqol-in-patients-with-relapsed-refractory-follicular-lymphoma EHA 2025