Genmab — Januar 2026
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Example: Imagine a simplified scenario in this trial:Patient A (epcoritamab arm): Achieves complete response, PFS of 12 months before progressing. Then starts CAR-T as rescue, but disease is more resistant post-bispecific exposure — survives another 12 months (total OS: 24 months).
Patient B (control arm): Progresses at 6 months on chemo, starts CAR-T immediately (while fitter, lower disease burden) — survives 18 months post-progression (total OS: 24 months). -
If control patients progress faster (as PFS suggests), they exit the trial sooner and start potent subsequent therapies while their disease burden is lower and they're healthier. This can extend their survival more than if they progressed later (as in the epcoritamab arm, where delayed progression means later rescues, potentially when patients are sicker or have more resistant disease).
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Det er sådan noget her der er så træls ved Genmab aktien..... En frygtelig masse gode nyheder igennem lang tid. Men aktien belønner det af uransaglige grunde ikke, - og når så disse uundgåelige dårlige nyheder kommer, så får det konsekvenser for kursen.... Det er ufatteligt at aktien skal ligge og rode under 15 i P/E...... Derr blev omsat over 5mill i US efter nyheden på omkring 2 timer... - Der var da nogle stykker der vil ud!
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I mine øjne vil jeg ikke give dig ret @Sukkeralf ..... Der er en faktor der har gjort den store forskel og det er købet af Merus.... Er klar over Darzalex patent udløb om 4-5år, men med de godter Genmab i tiden skilter med. - Der burde være en langt højere forventning til at fremtiden ser lys ud - hvilket burde spejle sig i langt højere grad i
P/E værdien -
Med hensyn til Darzalex så er det jo faste indtægter, mens alle de tiltag Genmab laver giver forhåbninger om indtægter fremadrettet, men vi ved jo ikke om de kommer, hvor meget det bliver og hvor hurtigt. Og går epco, rita og peto igennem så skal det nok blive godt, men det har jo stadig meget lange udsigter - så i takt med positive fase III kommer i hus, så skal kursen nok stige stille og roligt.
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Can epcoritamab reshape salvage DLBCL care? Genmab’s Phase 3 data brings regulatory momentum https://pharmadevicenews.com/can-epcoritamab-reshape-salvage-dlbcl-care-genmabs-phase-3-data-brings-regulatory-momentum/
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Godmorgen
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just to put friday's price action into perspective; expert Hutchings compares the data to STARGLO https://x.com/DocHutchings/status/2012577901636362506 , which is Glofitamab plus chemo, while the epco DLBCL-1 data is monotherapy and has a different population. i really don't think you can do that
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Teclistamab Monotherapy Improves OS and PFS Over SOC in Relapsed/Refractory Multiple Myeloma -reducing disease progression or death risk by 71% and death risk by 40%. -the Independent Data Monitoring Committee recommended unblinding the trial based on the strength of the results.
https://www.onclive.com/view/teclistamab-monotherapy-improves-os-and-pfs-over-soc-in-relapsed-refractory-multiple-myeloma
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