Genmab — September 2025

[E_L]

Overall Survival with Amivantamab–Lazertinib in EGFR-Mutated Advanced NSCLC https://www.nejm.org/doi/full/10.1056/NEJMoa2503001

[ProinvestorNEWS]

Novo og europæiske sundhedskollegaer holdes nede af advarsel fra Morgan Stanleyhttps://proinvestor.com/investornyt/1359075/novo-og-europaeiske-sundhedskollegaer-holdes-nede-af-advarsel-fra-morgan-stanley

[gdn55]

Der er da ingen i USA,
der har brug for medicin, så længe vores kære Donald har det godt

[JKY_VH]

og hvis de har er det Bidens skyld

[E_L]

Data published in The New England Journal of Medicine demonstrate RYBREVANT (amivantamab-vmjw) plus LAZCLUZE (lazertinib) is re-setting survival expectations in first-line EGFR-mutated lung cancer
September 8, 2025 https://innovativemedicine.jnj.com/us/news-center/oncology/data-published-in-the-new-england-journal-of-medicine-demonstrate-rybrevant-amivantamab-vmjw-plus-lazcluze-lazertinib-is-re-setting-survival-expectations-in-first-line-egfr-mutated-lung-cancer

[Solsen]

Summit nåede ikke endpoint i OS med deres vegf x pd-1 i NSCLC https://www.investors.com/news/technology/summit-therapeutics-stock-pd-1-vegf-lung-cancer-treatment/?src=A00220

[E_L]

in 5minutes Sep 9, 2025 7:45 AM EDT
Morgan Stanley 23rd Annual Global Healthcare Conference https://ir.genmab.com/events-presentations

[E_L]

JOB ALERT: Genmab is #hiring a Director, Global Marketing Solid Tumors! https://x.com/BioNJ_Org/status/1965430203003375745

[lahn1]

Hvad r det Jan siger omkring bruger af ADC teknologi sammen med acasunlimab i kaldet med MS ?

[Solsen]

Han snakker om Acasunlimab og gen1042 og at de kan få ADC payloads og blive bedre.

[Solsen]

Mon det også er de nye molekyler der kommer i klinisk afprøvning i år. Spændende.

[Solsen]

Måske siger han ikke at ADC tilføjes de to bispecifics. Men måske at det er gode immune activators sammen med ADCs ?

[bikube]

Så har Jan lige den store pung fremme og indløser 23 266 warrants til kurs 1025. Det får jeg til knap 24 mio. kr.

[lahn1]

Solsen 21:40 nej vel. tror ikke man har tænkt sig at reengineere eksisterende stoffer. Men Jan taler om den unikke linker i Rina-s og deres store forventninger / erfaringer med immune aktivering i aca og Gen 1042. Så siger han at de vil udforske en BsADC med duobody+Rina-s linker(og payload) + 4-1bb stimulering ? Det viser da mega høj tiltro til egne stoffer, hvis det er det han tænker

[E_L]

I think he spoke about –developing other ADC’s with the ProfoundBio payload and Hydrophilic linker technology – developing Rina-S for other targets (we knew about non-small cell lung cancer, but they are looking at others and they believe this could be a drug for multiple cancers, but don’t want to disclose which ones for competitive reasons) and

[E_L]

– the combination of ADC with immunotherapy, which they also spoke about earlier and he mentioned GEN1042 and 46 as examples again that could be combined with ADCs

[Sukkeralf]

Hopefully GEN1042 will deliver good data later this year.

[E_L]

that would be a nice surprise, as expectations are low...

[w]

is it
TA or FA that is driving the current direction?

[E_L]

TA AND FA AND common sense