Genmab — December 2019
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SAC Tracker
@FDAadcomm
FDA ADCOMM VOTE: Do the potential benefits of using #teprotumumab as recommended outweigh the potential risks associated with the use of the drug product for the intended population?
12-Yes
0-No
0-Abstain
Horizon Therapeutics, proposed use for active thyroid eye disease $HZNP -
God morgen.
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Dara, the new Bacon https://ash2019blogs.myeloma.org/dara-the-new-bacon-i-mean-beacon-of-myeloma/
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Genmab i en nøddeskal:
"After all, when a company has a strong balance sheet, it can often find ways to invest in growth, even if it takes some time". -
Tak for link Solsen.
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https://www.rigshospitalet.dk/presse-og-nyt/nyheder/nyheder/Sider/2019/december/computermodel-skal-nulstille-kraeftsygdom.aspx Interessant selv om det nok ikke Genmab relateret.
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a bit more on teprotumumab https://www.fiercebiotech.com/biotech/a-unanimous-vote-fda-panel-greenlights-horizon-s-eye-drug-teprotumumab?utm_source=internal&utm_medium=rss https://www.healio.com/endocrinology/thyroid/news/online/{b02b4c4e-6f26-42bc-8267-74c2021b12dd}/fda-committee-unanimously-recommends-approval-of-teprotumumab-for-thyroid-eye-disease
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this was from DNB, which we saw - Genmab (Hold, TP: DKK1685.00) - Encouraging first data on GEN3013
At the ASH conference in Orlando (7–10 December), the focus was on very strong data from J&J’s BCMA CAR-T, JNJ-4528, with 100% ORR and 69% CRR in highly pre-treated patients, which could pose a long-term risk to Darzalex. In addition, we find the early safety and efficacy data on CD3xCD20 (GEN3013) encouraging and have included it in our valuation.
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