Genmab — Juni 2025

[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

[gentogen]

Thanks EL for the link 15:24 yesterday. Pure KYSO...

[Helge_LarsenPI-redaktør]

Oversigt: Ny udgave af ØU Life Science – Genmab accelererer mod blockbusterstatus med Rina-S efter data
https://proinvestor.com/investornyt/1328695/oversigt-ny-udgave-af-ou-life-science-genmab-accelererer-mod-blockbusterstatus-med-rina-s-efter-data