Genmab — December 2020
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han siger data“meget konkurrencedygtige“ sammenlignet med tilsvarende Regeneron og Roche bsabs
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de stærkeste data der hidtil er set på Epcoritamabs område
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Bluesky - det normale er 3000
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Så Verdult mener Epcoritamab er bedst in class
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Fire risikofaktorer:1. Konkurrencen kan være hårdere end forventet, hvilket kan trække salgspotentialet ned.
2. Der kan opstå prispres på Genmabs markeder i USA.-
Genmabs eksperimentelle midler kan slå fejl i nye studier.
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Genmab kan tabe det juridiske slagsmål om royalties, som selskabet lige nu udkæmper med salgspartneren Janssen.
Omvendt kan nye partnerskabsaftaler og konkurrenters fejlslag trække op, ligesom Genmab ifølge Peter Verdult er et muligt opkøbsmål.
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Fra Børsen
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via Twitter -dough
@semodough
Baml $GMAB epcoritamab at ASH, exceeded complete response benchmark of competitors (high 20s) still without any grade 3 CRS Points to best-in class profile. In DLBCL epcoritamab showed 91% ORR (100% abstract) and 55% CR (29% abstract) -
CHMP agenda: 8.1. Pre-submission issue
8.1.1. amivantamab - H0005454
indicated for the treatment of patients with locally advanced or metastatic non-small cell
lung cancer (NSCLC) with epidermal-growth factor receptor (EGFR) exon 20 insertion
mutations, after failure of platinum-based chemotherapy.
Scope: Briefing note and the rapporteurs’ recommendation on the request for accelerated
assessment
Action: For adoption -
B.6.7. Type II Variations scope of the Variations: Extension of indication
Darzalex - daratumumab -
EMEA/H/C/004077/II/0043, Orphan
, “Extension of indication
to include treatment of adult patients with
systemic light chain (AL) amyloidosis for
Darzalex; as a consequence, etc..... -
Darzalex - daratumumab -
EMEA/H/C/004077/II/0044, Orphan
“Extension of indication
for Darzalex subcutaneous formulation to
include combination with pomalidomide and
dexamethasone for the treatment of adult
patients with relapsed and refractory multiple
myeloma, whose prior therapy included a
proteasome inhibitor and an immunomodulatory
agent and who have demonstrated disease
progression on the last therapy; as a
consequence, etc....... -
Genmab/Citi: Begejstret for nye data fra konference
I weekenden har biotekselskabet Genmab fremlagt nye data med det eksperimentelle lægemiddel epcoritamab, der ifølge storbanken Citi er ”det stærkeste, der til dato er set” på lægemidlets område.
Det skriver Børsen.De nye data stammer fra en lille gruppe patienter i et igangværende tidligt studie, hvor lægemidlet bliver afprøvet mod lymfekræft og viser en effekt på 91 pct. af patienterne og en kraftig effekt på 55 pct. af patienterne, skriver
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ADC Therapeutics Announces Updated Clinical Data on [..] and Camidanlumab Tesirine (Cami) http://www.pharmaceuticaldaily.com/adc-therapeutics-announces-updated-clinical-data-on-lead-antibody-drug-conjugate-programs-loncastuximab-tesirine-lonca-and-camidanlumab-tesirine-cami-presented-at-62nd-american-society-of-hematolo/
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fortsat:skriver Børsen.
Citi-analytikeren Peter Verdult mener, at Genmab-aktien i et solskinsscenarie kan blive op til 5749 kr. værd. Han fastholder dog sit kursmål på 3000 kr. per aktie.
Mandag ved middagstid koster en Genmab-aktien 2366 kr.
/ritzau/FINANS
Nicoline Kjelland
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Jeg refererer kun fra Børsen. Man skal altid have alle aspekter med inden vi kammer helt over;-)
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