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  4. Genmab — September 2025

Genmab — September 2025

Planlagt Fastgjort Låst Flyttet Genmab
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  • B Offline
    B Offline
    bikube
    wrote on sidst redigeret af
    #59

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

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    • L Offline
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      lahn1
      wrote on sidst redigeret af
      #60

      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

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      • E Offline
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        E_L
        wrote on sidst redigeret af
        #61

        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

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        • E Offline
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          E_L
          wrote on sidst redigeret af
          #62

          – 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

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          • S Offline
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            Sukkeralf
            wrote on sidst redigeret af
            #63

            Hopefully GEN1042 will deliver good data later this year.

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            • E Offline
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              E_L
              wrote on sidst redigeret af
              #64

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

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              • W Offline
                W Offline
                w
                wrote on sidst redigeret af
                #65

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

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                • E Offline
                  E Offline
                  E_L
                  wrote on sidst redigeret af
                  #66

                  TA AND FA AND common sense 😉

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                  • W Offline
                    W Offline
                    w
                    wrote on sidst redigeret af
                    #67

                    what has changed in FA since april?

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                    • E Offline
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                      E_L
                      wrote on sidst redigeret af
                      #68

                      you follow this chat every day w, i don't think i need to make you a summary 😉 check the august interim report and add the latest epkinly data and Rina-s FDA breakthroughTD

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                      • E Offline
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                        E_L
                        wrote on sidst redigeret af
                        #69

                        RAINFOL-03. New:
                        Study to Assess the Efficacy and Safety of Rina-S Compared to Treatment of Investigator's Choice in Participants With Endometrial Cancer https://clinicaltrials.gov/study/NCT07166094

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                        • P Offline
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                          ProinvestorNEWS
                          wrote on sidst redigeret af
                          #70

                          Genmabs kursmål løftes 10 pct. hos JPMorgan https://proinvestor.com/investornyt/1360289/genmabs-kursmal-loftes-10-pct-hos-jpmorgan

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                          • V Offline
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                            Vitus
                            wrote on sidst redigeret af
                            #71

                            Er dagens kursstigning gennembruddet…

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                            • E Offline
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                              E_L
                              wrote on sidst redigeret af
                              #72

                              PALOMA-2 Study: Subcutaneous Amivantamab Every 4 Weeks Plus Lazertinib Shows High Response Rate in EGFR-Mutated NSCLC https://www.iaslc.org/iaslc-news/press-release/paloma-2-study-subcutaneous-amivantamab-every-4-weeks-plus-lazertinib

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                                E_L
                                wrote on sidst redigeret af
                                #73

                                Blood: Fixed-Duration Epcoritamab Plus R2 Drives Favorable Outcomes in Relapsed or Refractory Follicular Lymphoma https://ashpublications.org/blood/article/doi/10.1182/blood.2025029909/547148/Fixed-Duration-Epcoritamab-Plus-R2-Drives

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                                • E Offline
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                                  E_L
                                  wrote on sidst redigeret af
                                  #74

                                  similar to data we saw last year ASH i think, later data cut off, ORR and complete response (CR) rate were 96% and 88%

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                                    E_L
                                    wrote on sidst redigeret af
                                    #75

                                    " With a median follow-up of >2 years, the combination of epcoritamab and R2 demonstrated clinically meaningful antitumor activity, with CR rates that, to our knowledge, are higher than any previously published for other bispecific antibody–based regimens in R/R FL"

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                                      E_L
                                      wrote on sidst redigeret af
                                      #76

                                      "Analyses based on pLOT showed that the CR rate was higher in the 2L group compared with the group receiving epcoritamab plus R2 in the third line or later, suggesting an advantage to using epcoritamab regimens earlier. Most patients with a poor prognosis, such as those with primary refractory or double-refractory disease, whose FL is typically resistant to common therapies including rituximab, had a CR with epcoritamab plus R2."

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                                      • E Offline
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                                        E_L
                                        wrote on sidst redigeret af
                                        #77

                                        Scancell Business Update -Second commercial licence with Genmab for SC2811 secured for $6 million in total upfront payments and up to $630 million in potential milestones and low-single digit royalties
                                        Development of the first Genmab partnered SC129 remains on track with further milestones payments anticipated in the near-term. https://www.globenewswire.com/news-release/2025/09/11/3148321/0/en/Scancell-reports-Business-Update-and-Financial-Results-for-the-Year-Ended-30-April-2025.html

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                                        • L Offline
                                          L Offline
                                          lahn1
                                          wrote on sidst redigeret af
                                          #78

                                          EL, you have the best News Service avail. Keep them coming 🙂

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