Genmab — September 2017
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Side-effects look manageable, in particular after modification measures
There is no doubt that TV seems to be effective in cervical cancer, but the drug also carries a certain amount of side effects. However, we believe that they look manageable, and that was also highlighted during the session on Friday. The most common side effects are eye related, in particular conjunctivitis, which is rather common for drugs using the MMAE chemotherapy as payload. The side effect plot is illustrated in Figur -
However, we also highlight that following certain mitigation measures in the ph I/II trial, the side effect prevalence decreased a lot – as seen in Figure 5 below. The mitigation measures included prophylaxis with steroid and lubricating eye drops, cooling masks during drug infusion and a stricter dose adjustment. As can be seen, the rate of conjunctivitis dropped to 32% versus 50% following the implementation of the mitigation measures. We also note that there was no keratitis
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(inflammation of the cornea - the clear, dome-shaped tissue on the front of your eye that covers the pupil and iris) seen in the trial, which supports our view that the side effect profile is manageable. Lastly, in such a pre-treated and severely sick group of patients, and even in earlier lines of cervical cancer, we do not believe that the side-effect profile of TV seems to be a big issue.
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Novod fasthold
er kursmål -
Forstår godt begejstringen og mon ikke snart vi ser en ansøgning med btd til følge og kursmål hvori det afspejles at vi her har noget der måske kan ende med 1lb ligesom Darzalex. Respekt herfra, især med tanke på den hjælp det vil yde mennesker ramt af dette. Burde stige på denne meget vigtige nyhed.
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Tusinde tak for info.
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Ifølge børshuset Jefferies tegner Genmabs data lovende, om end analytikerne gør opmærksom på, at bivirkninger ved midlet kan udgøre et problem. Børshuset konkluderer dog, at lægemiddelkandidaten kan være undervurderet og fastholder anbefalingen ”køb” med et kursmål på 1700 kr. Genmab-aktien kostede fredag 1454 kr.
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Jefferies giver tisotumab vedotin en værdi på DKK 25 per aktie.
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Jefferies mener worldwide peaksales på TV kan nå USD 600 millioner og 30% sandsynlighed for at TV kommer på markedet
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Jefferies:
Hvis TV når makedet, så sandsynligvis i 2020 -
Bemærk at værdien er på baggrund af cervical cancer. Selvom Novod ikke regner den ind endnu skriver han 1 mia $ til 1 mia $ plus! for cervical cancer. Samtidig noterer han at der er mulighed for TV i andre krægftformer, som "Additional indications could be ovarian cancer, head & neck cancer, lung cancer etc."
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Handelsbanken: I forbindelse med kræftkonferencen,
ESMO, som blev afholdt i fredags, offentliggjorde
Genmab detaljerede data fra det
igangværende fase I-II studie med tisotumab
vedotin mod livmoderhalskræft.
Disse var ganske lovende. Efter ESMO
hæver vi vores lanceringssandsynlighed
fra 10% til 25% og tilføjer deraf 26 kr. til
vores kursmål. Vores nye kursmål er således
1.524 kr. (1.498), hvilket svarer til et
kurspotentiale på 4,8% i forhold til fredagens
lukkekurs. -
Men Handelsbanken fastholder Reducer (underligt nok)
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