Genmab

	18/4 11:19 af lahn1	Thx EL I can only read that as very bullish.
	18/4 09:13 af E L	EPCORE™ CLL-1 adds 120 patients , for Treatment-naïve (TN) and high risk (HR) CLL (link)
	18/4 09:07 af E L	central nervous system (CNS)
	18/4 09:06 af E L	small new trial by The Lymphoma Academic Research Organisation - Study of Epcoritamab in Relapsed and Refractory Primary Diffuse Large B-cell Lymphoma of the CNS Treated With Lenalidomide and Rituximab (E-REVRI) (link)
	18/4 08:26 af Stroka	God morgen :-)
	18/4 07:52 af Helge Larsen/PI-redaktør	Godmorgen :-)
	17/4 09:47 af E L	A case report of a heavily pretreated pt with DLBC post CART failure who was successfully treated with epcoritamab in community practice. (link)
	17/4 09:41 af E L	(link) DNB Markets - GENMAB Looking beyond HexaBody-CD38
	17/4 08:12 af Stroka	God morgen :-)
	17/4 06:58 af transalp	Go morgen.. :)
	17/4 06:41 af Helge Larsen/PI-redaktør	Godmorgen :-)
	16/4 15:22 af E L	this is a Genmab Traverse partnership (link) (link) (link)
	16/4 15:21 af E L	I noted Traverse Biotech, is looking into "raising capital to support the clinical entrance of a novel T-cell engaging (TCE) bispecific antibody, TB-Bs1, that targets ROR2 in solid tumor cancers."
	16/4 10:33 af gentogen	Angående Sukkeralf 19.30.JNJs succes med Duobody taget i betragtning kan det måske godt blive interessant at høre, hvordan det ser ud med det fremadrettet hos JNJ. De har i øvrigt en fantastisk evne til så godt som aldrig at nævne Duobody og de har jo heller ikke flere licenser.
	16/4 08:13 af E L	Barclays Buy Kr.2,100.00 Maintained 15-4-25
	15/4 19:30 af Sukkeralf	(link)
	15/4 19:30 af Sukkeralf	BsAb webinar hos JNJ
	15/4 14:02 af E L	CURE Today @cure_today Tune into our video with Dr. Elizabeth K. Lee , of @danafarber , as she discusses treatment with with Rina-S; the agent showed antitumor activity in heavily pretreated patients with advanced OvarianCancer (link)
	15/4 14:01 af Stroka	Genmab-partner overrasker positivt med salg af kræftmiddel (link)
	15/4 13:51 af E L	slide 29 shows Current 2027 / 2028 market estimates for specific product sales -versus- internal forecast difference ~$1.8B / ~$2.3B : internal 2x higher , again this is for RYBREVANT / LAZCLUZE together (link)
	15/4 13:19 af gentogen	But pretty fine development all over
	15/4 13:18 af gentogen	Good point...
	15/4 12:43 af E L	Q4 was 101+21=122
	15/4 12:42 af E L	i am not sure what part of it is Rybrevant as it is a combined figure with Lacluze now?

	15/4 12:39 af gentogen	RYBREVANT er med andre ord tredoblet
	15/4 12:31 af E L	RYBREVANT / LAZCLUZE Q1 2025 US 113 Intl 28 WW 141
	15/4 12:29 af E L	TECVAYLI Q1 2025 US 105 Intl 46 WW 151
	15/4 12:29 af E L	TALVEY Q1 2025 US 68 Intl 18 WW 86
	15/4 12:26 af E L	DARZALEX Q1 2025 US 1,829 Intl 1,409 WW 3,237
	15/4 12:24 af E L	(link)
	15/4 12:23 af E L	expectation i think was ~$3.05
	15/4 12:22 af E L	$3.24bn....
	13/4 20:30 af Sukkeralf	I think there are countries where the Duobody Technology is not patented - so you can probably do research without a licensing deal.
	13/4 17:01 af lahn1	There is no record of any license agreement with Merck, hmm
	13/4 15:16 af E L	this article (link) , written by what seem to be Merck employees, mentions their use of the duobody technology . I am not sure how this works, Merck does not have a licence arrangement with Genmab?
	13/4 11:24 af E L	yes, it's time to start advertising this drug a bit i guess, so far there don't seem to be very high expectations. There is a lung cancer conference in texas this weekend; but i havent seen any mentions of acasunlimab there
	13/4 10:25 af lahn1	That was my thought too. Feels bulish that they are sharkng this now.
	13/4 09:28 af E L	Svenske DLBCL-patienter får adgang til bispecifikke antistoffer i tredje linje (link)
	13/4 09:28 af E L	i think it also explains a bit more how the effect of Acasunlimab is mainly directed at the tumor microenvironment, minimizing broader effects (as we have seen in the clinical data where there was hardly any liver toxicity) The proof will be in the actual trial data of course...
	13/4 09:27 af E L	I see it as a deepening of understanding of the concept we have been shown before; more detailed and with actual data i don't think we have seen anywhere yet. It is a further explanation of why they think this works , based on pre-clinical work.
	12/4 18:51 af lahn1	EL is Genmab here telling more than they have previous told about moa and Acasunlimab. They were previously very secretly and would not tell too much for competitive reasons.
	12/4 11:09 af E L	Acasunlimab, an Fc-inert PD-L1×4-1BB bispecific antibody, combined with PD-1 blockade potentiates antitumor immunity via complementary immune modulatory effects (link)
	11/4 13:16 af GUHO	I første omgang tænker jeg arkitekter, rådgivere og entreprenører indenfor byg og anlæg. Det marked burde have svære tider på grund af rentehoppet, men har enorm efterspørgsel på grund af Novos fabriksudvidelser
	11/4 09:50 af lahn1	Hvem skal man investere i for at få nytte af alle de fabrik opførelser ? Hvem laver produktionslinjerne ?
	11/4 09:30 af E L	As part of Novartis' investment, which includes seven new facilities, the company said it will be able to make all of its "key" medicines "end-to-end" in the US. It wasn't immediately clear how the company was defining "key" drugs, and if that meant some medicines it sells in the US will still be manufactured elsewhere.
	11/4 09:30 af E L	On Thursday, Swiss-based Novartis said it would invest $23 billion in American manufacturing and R&D over the next five years. It follows similar moves this year by Indianapolis-based Eli Lilly and New Jersey-headquartered Johnson & Johnson.
	11/4 09:29 af E L	Novartis follows Lilly and J&J in announcing multibillion-dollar US manufacturing investment - With US tariffs on pharmaceuticals likely to come "very soon," another of the world's largest drugmakers is announcing plans to beef up their American manufacturing.
	11/4 08:55 af gentogen	Imponerende. ORR and CR rate were 85% and 61%, respectively ( i patienter der ikke har mange muligheder)
	11/4 08:42 af E L	article in Blood - Epcoritamab plus GemOx in transplant-ineligible relapsed/refractory DLBCL: results from the EPCORE NHL-2 trial (link)
	10/4 22:23 af bikube	Og jeg er udgået for logisk tænkning. I går faldt VIXen fra 50 til 30 ca. nu er den oppe i 47. Geniet er stabilt.