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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.
  • S Offline
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    Sukkeralf
    wrote on sidst redigeret af
    #629

    The reason why Galapagos is down:

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    • S Offline
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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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            • S Offline
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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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              • S Offline
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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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                • S Offline
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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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                  • S Offline
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                    Sukkeralf
                    wrote on sidst redigeret af
                    #637

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

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                    • S Offline
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                      Sukkeralf
                      wrote on sidst redigeret af
                      #638

                      Fra Q2 regnskabet:

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                      • S Offline
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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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                        • S Offline
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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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                              • S Offline
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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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                                • S Offline
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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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                                  • S Offline
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                                    Sukkeralf
                                    wrote on sidst redigeret af
                                    #645

                                    Nu ved vi jo at daratumumab er godt, så Momenta har jo mere at bevise i første omgang

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                                    • S Offline
                                      S Offline
                                      Sukkeralf
                                      wrote on sidst redigeret af
                                      #646

                                      Det vigtigste er måske at Genmab i deres aftale med Janssen har sikret sig, at de ikke bare indlicensiere hexa-Dara og så parkerer det

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                                      • S Offline
                                        S Offline
                                        Sukkeralf
                                        wrote on sidst redigeret af
                                        #647

                                        Så på den måde nok meget godt at Genmab står for den første kliniske udvikling, så de hurtigt kan skabe resultater og presse Janssen til en aftale før de ser data på M267

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                                        • BulderB Offline
                                          BulderB Offline
                                          Bulder
                                          wrote on sidst redigeret af
                                          #648

                                          Har lige stillet et spm til Winkel herom.

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