Genmab — December 2020
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Next steps
While the burning question was whether or not the novel targets are better used before or after BCMA, the more practical solution is to simply combine the mechanisms. In fact, Johnson & Johnson is already at work on that front, with a Phase I study exploring the combination of talquetamab and the BCMA bispecific antibody teclistamab.
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There’s also preclinical data supporting the role of CD38-targeting agents in T-cell expansion, which suggests that front-line therapy Darzelex (daratumumab) could help potentiate the T-cell engaging effect of antibodies like talquetamab. Accordingly, Johnson & Johnson is also evaluating that combination in a Phase I trial- along with various combinations of teclistamab and pomalidomide- which could represent its best opportunity for leapfrogging the BCMA drug class.
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Tak Sukkeralf. Kombinere T&T må trods alt give ca. 10% til Genmab
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Godt scenarie
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Henrykt storbank efter lægemøde: Genmabs aktie kan blive 5750 kr værd
Genmab har fremlagt data på en konference i weekenden, der imponerer analytikerne Genmabs investorer har endnu engang grund til at drømme stort, efter at selskabet i weekenden har fremlagt nye data me
borsen.dk (borsen.dk)
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Jeg ved det ikke, men jeg skifter til den lige om lidt .-)
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Jeg har ikke adgang mere, men jeg hå¨ber at der er nogle der har og kan give et par stikord.
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Epcoritamab topsalg på 4 mia $
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Citi: Peter Verdult beskriver de nye data som “de stærkeste, der til dato er set” på epcoritamabs område.
Han mener derfor også, at epcoritamab vil være “meget konkurrencedygtig” over for potentielle, konkurrerende midler fra medicinalselskaberne Regeneron og Roche.
Han vurderer, at epcoritamab kan nå et topsalg på over 4 mia. dollar – 24,6 mia. kr. – om året.
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En anden analytiker, Peter Welford fra investeringsbanken Jefferies, er også positiv over for de nye data, som med hans ord viser, at epcoritamab “fortsætter med at imponere.”
Peter Welford vurderer, at epcoritamabs mulige topsalg er på 2,6 mia. dollar – 16 mia. kr. – om året, og han har sat et lignende kursmål på 2800 kr.
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