Genmab — Maj 2021
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Bibob..Det er utrættelige E L som har lagt den ud via link til Janssens opslag på Twitter. Tak til ham.
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Kan tanken være, at licensomkostninger (hos JNJ) på 15-17 %, måske 20 % fladt på Dara i fremtiden, belaster nøgletal - lige så vel, som Genmab på Royalty-omsætningen har et "flot" nøgletal med en overskudgrad på måske 90-95 %. Når pengemaskinen JnJ på relativ kort tid kan finansiere et Genmab køb, kan man løfte overskudsgraden med op til 20 % af hele Dara omsætningen plus alt det andet der kommer oven i hatten.
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God morgen.
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Janssen's Updated Phase 1 Results for Teclistamab Suggest Deep, Durable Responses in Patients with Heavily Pretreated Multiple Myeloma https://www.prnewswire.com/news-releases/janssens-updated-phase-1-results-for-teclistamab-suggest-deep-durable-responses-in-patients-with-heavily-pretreated-multiple-myeloma-301297610.html
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Janssen Presents Updated Data on First-in-Class Talquetamab at ASCO Suggesting Deep and Durable Responses in Heavily Pretreated Patients with Multiple Myeloma https://www.prnewswire.com/news-releases/janssen-presents-updated-data-on-first-in-class-talquetamab-at-asco-suggesting-deep-and-durable-responses-in-heavily-pretreated-patients-with-multiple-myeloma-301297608.html
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Fantastisk. Thanks E L.
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GENMAB - Video "Phase I study of teclistamab" https://www.proinvestor.com/boards/84729/GENMAB-Video-Phase-I-study-of-teclistamab
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ASCO: J&J's subcutaneous bispecifics tackles multiple myeloma in phase 1 https://www.fiercebiotech.com/biotech/asco-j-j-s-subcutaneous-bispecifics-tackles-multiple-myeloma-phase-1
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"One study, dubbed MajesTEC-1, tested teclistamab, a bispecific antibody targeting BCMA and CD3, in 40 patients with multiple myeloma whose cancer had returned after a median of five other treatments or had not responded to treatment in the first place. The treatment shrank the tumors of 65% of those patients and eliminated them in 40%".
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" second study, known as MonumenTAL-1, found that talquetamab, a bispecific antibody targeting CD3 and a new target, GPRC5D, shrank the tumors of 70% of 30 myeloma patients who had tried a median of six prior treatments".
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