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Genmab — August 2020

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
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    E_L
    wrote on sidst redigeret af
    #625
    • In terms of Cami in solid tumors. We are -- we have a poster accepted at the virtual [indiscernible] coming up in September to discuss mostly the pharmacokinetic type of dynamic data that we have in that study.
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      E_L
      wrote on sidst redigeret af
      #626

      that is the Ph I solid tumor trial

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      • E Offline
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        E_L
        wrote on sidst redigeret af
        #627

        twitter:

        @semodough
        Baml $HZNP US: Horizon Therapeutics - Encouraging Symphony sales trend for Tepezza in July - BUY-July Symphony sales for Tepezza (+24% m/m) imply a wide range between $217m and $339m for 3Q sales assuming 17% and 10% m/m growth in August and September.

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          Sukkeralf
          wrote on sidst redigeret af
          #628

          Mcjean i Q2 2020 lå RoW jo også 15-20% under USA, så med mindre sc dosering løfter salget markant, så lander vi lige over 4 milliarder

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            Sukkeralf
            wrote on sidst redigeret af
            #629

            The reason why Galapagos is down:

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              Sukkeralf
              wrote on sidst redigeret af
              #630

              Just a moment...

              favicon

              (www.firstwordpharma.com)

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              • BulderB Offline
                BulderB Offline
                Bulder
                wrote on sidst redigeret af
                #631

                JnJ køber Momenta. Præmie ca 70 % https://www.prnewswire.com/news-releases/johnson--johnson-to-acquire-momenta-pharmaceuticals-inc-expanding-janssens-leadership-in-novel-treatments-for-autoimmune-diseases-301114715.html

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                • BulderB Offline
                  BulderB Offline
                  Bulder
                  wrote on sidst redigeret af
                  #632

                  Samme præmie ville for genmab betyde ca kurs 4000. Eller ca 40mia$

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                  • BulderB Offline
                    BulderB Offline
                    Bulder
                    wrote on sidst redigeret af
                    #633

                    så hvis nogen vil købe Genmab, er det allersidste udkald, inden den om 2 år af sig selv er løbet i 4000 😉

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                      Sukkeralf
                      wrote on sidst redigeret af
                      #634

                      Momenta Therapeutics har endda et CD38 SIFbody i preklinikken, så lad os se over tid om Janssen får det i klinikken:

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                        Sukkeralf
                        wrote on sidst redigeret af
                        #635

                        Therapeutics like Rituxan® and Darzalex®, which engage the Fcg receptor and complement systems to mediate cell depletion, are important standards-of-care for patients with cancer and autoimmune disease. However, inefficient engagement limits efficacy and, in many patients, contributes to drug resistance.

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                          Sukkeralf
                          wrote on sidst redigeret af
                          #636

                          We have demonstrated the potential of our proprietary Fc multimerization technology to maximize engagement of the Fcg receptor and complement systems, thereby enabling the discovery of potentially best-in-class agents targeting CD38 and CTLA-4. This research reinforces our belief in the broad applicability of our Fc multimerization platform to produce enhanced therapeutic antibodies across a range of targets, including for the treatment of cancer.

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                            Sukkeralf
                            wrote on sidst redigeret af
                            #637

                            https://www.momentapharma.com/pipeline/overview/default.aspx

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                              Sukkeralf
                              wrote on sidst redigeret af
                              #638

                              Fra Q2 regnskabet:

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                                Sukkeralf
                                wrote on sidst redigeret af
                                #639

                                M267: a SIFbody candidate targeting CD38, designed to combine multiple Fc’s with antibody fabs to optimally activate Fc, complement effector function and effectively deplete target cells.

                                IND-enabling studies are ongoing, and the Company expects to submit an IND for M267 in 2021.

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                                  Sukkeralf
                                  wrote on sidst redigeret af
                                  #640

                                  Kunne være en konkurrent til Genmabs CD38 hexabody

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                                  • BulderB Offline
                                    BulderB Offline
                                    Bulder
                                    wrote on sidst redigeret af
                                    #641

                                    Men begge dele er så nu i JnJ's regi. Så mon ikke de vælger det, de tror mest på, og dropper det andet.

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                                    • BulderB Offline
                                      BulderB Offline
                                      Bulder
                                      wrote on sidst redigeret af
                                      #642

                                      Planen er at få hexabody-cd38 i klinikken i år. Så her er gen vel længere fremme end Momenta, som vist ikke havde en IND på plads endnu.

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                                        Sukkeralf
                                        wrote on sidst redigeret af
                                        #643

                                        Genmab kommer med IND i år, men tror ikke de når at behandle første patient i år, så skal den i hvert fald komme meget snart. Momenta IND blot nævnt kommende i 2021, så Genmab er vel ½-1 år foran

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                                          Sukkeralf
                                          wrote on sidst redigeret af
                                          #644

                                          Men det vil jo betyde, at Genmabs hexabody skal være betydeligt bedre, for ellers går man helt sikkert med den kandidat hvor man har hele ejerandelen.

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