Genmab — Juni 2025

[Solsen]

You are so right Helge but we need to se satefy in the sc version. As for now epco has an advance here. I belive epco is slightly more effective than Roches products. But we need to se more data.

[Helge_LarsenPI-redaktør]

I completely agree.

[E_L]

big deal- BioNTech partnering its PD-L1xVEGF-A bispecific BNT327 with BMS ; $3.5 billion in cash and $7.6 billion in potential milestones... https://investors.biontech.de/news-releases/news-release-details/biontech-and-bristol-myers-squibb-announce-global-strategic

[Plimsoller]

Er der en oversigt over patientgrundlaget for de forskellige kræfttyper / behandlingsmetoder som der bliver nævnt her, inklusiv Dara?

[E_L]

another big deal this morning for Sanofi : has agreed to buy U.S.-based Blueprint Medicines Corporation for up to $9.5 billion to boost its position in rare immunology diseases

[Solsen]

Hold da op en deal

[Solsen]

We have just seen summits pd-l1 x vegfr bispecific fail in ph 3. BMS has balls.

[Solsen]

BMS has looked in the data. 1000 pts has been treated by now. But the problem with summets data was the duration.

[E_L]

yea- the idea that the Biontech deal actually has something to do with Summit's 30% drop even crossed my mind... they might have been looking into Summit also... but pure speculation

[E_L]

good to see some bio action though... let's hope it will help sentiment a bit..

[Solsen]

As I recall Biontech bought the drug from a chinese co. It must have been a good deal for Biontech.

[Solsen]

https://www.pharmamanufacturing.com/home/news/33014371/biontech-enters-pd-l1-vegf-bispecific-deal-with-china-based-biotheus

[E_L]

it seems as though each and everyone of these PD(L)1xVEGF bispecifics come from China...

[E_L]

China is really become a major competition for US & EU...

[E_L]

thankfully Genmab now also has some Chinese roots via Profound

[Helge_LarsenPI-redaktør]

Bristol-Myers i milliardaftale med Biontech: Køber halvpart i kræftkandidat https://proinvestor.com/investornyt/1323350/bristol-myers-i-milliardaftale-med-biontech-kober-halvpart-i-kraeftkandidat

[Solsen]

Biontech købte hele Biotheus i efteråret 2024 for $800 mln - dygtige forretningsfolk. Ha r nu solgt halvdelen for bl.a. $1,5 + 2bn uofront. https://pharmaphorum.com/news/biontech-buys-biotheus-and-its-keytruda-rival-950m

[bikube]

Jeg kiggede lige på aktietilbagekøb: De købte kun 300 aktier i sidste uge, men der er 120K op til max, der skal nås inden 10. juli.

[Solsen]

Det er da helt til grin. Man skulle tro, at de vil bruge pengene til noget andet.

[Raun]

Hvad tid bliver Rina-S præsenteret i dag?