Genmab

	17/6 12:36 af royal	Kan man kalde en aktie stabil når den falder på både gode og dårlige nyheder? Skulle spørge fra en ven.
	17/6 12:20 af E L	Multiple Myeloma Hub @MM_Hub CONGRESS \| POSTER \| #EHA2024 \| Saad Usmani @szusmani @MSKCancerCenter shares findings from a real-world schedule de-escalation of teclistamab (TEC) in patients with RRMM, N=86. Despite a high-risk patient population, TEC demonstrated a 61% ORR, comparable to MajesTEC-1 (link)
	17/6 11:54 af w	det er vel en selvfølgelighed
	17/6 11:45 af nohope	Husk ! Det kan altid blive værre.
	17/6 11:29 af w	troede seriøst ikke vi skulle se de her niveauer. Ligger kursen efterhånden ikke syd for selv de mest skeptiske
	17/6 11:12 af lahn1	Ja hvis vi både mister DAR salg og JnJ ikke opter ind så..., men er det ikke to "modpoler" konkurrence til DAR vil nok få JnJ til at opte ind
	17/6 10:36 af GeorgeBest	Fra Nordeas morgenkommentar: “ Genmab (hold) - Novod har været på landevejen og har mødt 22 investorer i London og Edinburgh i sidste uge. Genmab blev også diskuteret på næsten alle møderne. Investorernes tiltro til aktiehistorien er fortsat ekstremt dårlig/negativ. Man er bekymret over, at JnJ ikke udnytter HexaBody CD-38 optionen, potentiel konkurrence til Darzalex/Faspro i 2025/26, omkostningsniveauet (er der risiko for indtjeningsestimater igen) og manglende nyhedsflow efter 2024 etc.”
	17/6 10:06 af E L	well i think isatuximab was tested for retreating CD38 refractory patients and failed. but yes, i get your point
	17/6 09:33 af lahn1	EL 08:08, we dont want Dara to be too effective ;-) anyway wouldn't we expect pts who only had DAR or DAR+PI in D1 to improve if given DAR+PI or IMid or all three, to have effect ? Sound more like great marketing from JnJ or what ?
	17/6 07:24 af E L	CLL Ireland @CllIreland Professor Arnon Kater #EHA2024 on using single agent Epcoritamab to treat patients whose #CLL has transformed to Ricters. EPCORE CLL-1 trial show this treatment leads to deep responses. (link)
	17/6 07:19 af E L	Amivantamab Is Preferred First-Line Pick in EGFR Exon 20 NSCLC (link)
	17/6 07:18 af ProInvestorNEWS	EHA24: J&J touts 2-year data for Talvey bispecific in multiple myeloma (link)
	17/6 07:08 af E L	Conclusions: Our findings suggest that retreatment with dara in combination with other active MM agents can generate responses in pts with RRMM who are dararefractory -that could be of interest for possible later line Hexabody-CD38 for Dara refractory patients
	17/6 07:06 af E L	Clinical outcomes of retreatment with daratumumab-based regimens in anti-CD38 refractory multiple myeloma. (link)
	17/6 07:04 af E L	Epcoritamab in R/R FL: pooled efficacy data from EPCORE NHL-1 (link)
	16/6 15:55 af GeorgeBest	Hvis sc glofi bliver godkendt, så skal patienten først forbehandles med et andet stof obinutizunab (iflg Bulders link 22:10). Lyder mindre convenient end epco. Men er ikke ekspert så kun et gæt fra min side
	16/6 15:42 af Solsen	Tvivler på at der bliver et h2h forsøg mellem de to stoffer. Men i min optik - måske baised - står epco meget stærkt med nu mulighed for sc version og outpatient behandling. Lige nu er glofitamab med iv på sygehus i rigtig mange timer.
	16/6 15:29 af lahn1	Thx , har vi et sammen ligningsgrundlag vs glofi combi (gemOX) ?
	16/6 14:50 af GeorgeBest	Yes, but the comparison epco vs glofi would have been more relevant and interesting. glofi is the most potent of the Roche cd3/cd20
	16/6 13:47 af lahn1	Epco gonna make gmab look like a f^#ing legend!. Worse pre treated pts popl. More covid and comes out better .
	16/6 11:22 af E L	Epcoritamab versus mosunetuzumab in patients with R/R FL: findings of a MAIC (link)
	16/6 08:10 af ProInvestorNEWS	Roche : Phase III Study Of Columvi Combo Extends Survival In Relapsed Diffuse Large B-Cell Lymphoma (link)
	15/6 21:34 af Solsen	Umiddelbart ser Genmab/Abbvie ud til at stå med en fordel her de næste år.
	15/6 21:32 af Solsen	Gad vide om de med det fase 1b samt involvering af et yderligere stof kan konvertere alle evt godkendelser i Glofitamab til sc-versionen ?

	15/6 21:18 af GeorgeBest	Tusind tak
	15/6 21:14 af Bulder	Studiet ser ud til at være færdigt om et år.
	15/6 21:10 af Bulder	(link)
	15/6 21:05 af Solsen	Iam not updated. But looking at Halozymes presentation at Roches last Q report Glofitamb/Columvi are not mentioned in a sc versions.
	15/6 20:03 af GeorgeBest	How far away is Roche to get a subcutaneous formulation for glofitamab? Or have they given up on that?
	15/6 19:09 af Solsen	Very good with the sc outpatient regime. Competitive advantage.
	15/6 18:16 af E L	(link)
	15/6 18:16 af E L	Lymphoma Hub @lymphomahub CONGRESS #EHA2024 \| Umberto Vitolo reports 1st results from EPCORE NHL-1 FL cycle 1 optimization (C1 OPT) cohort investigating mitigation strategies for CRS with no mandatory hospitalization in pts with R/R FL receiving epcoritamab. (link)
	15/6 18:13 af E L	The Lancet - Epcoritamab monotherapy in patients with relapsed or refractory follicular lymphoma (EPCORE NHL-1): a phase 2 cohort of a single-arm, multicentre study (link)
	15/6 13:24 af E L	Felipe Peña Muñoz @HematoRules #EHA2024 BiTEs and #CART in #Lymphoma- (link)
	15/6 13:03 af E L	Lymphoma Hub @lymphomahub CONGRESS \| #EHA2024 \| David Lavie, Hadassah Medical Center presents first data of SC administration of epcoritamab + POLA-R-CHP for the treatment of first-line DLBCL. ORR 100%, CR 88.6%, median duration of CR not reached, Grade 3/4 TEAE 76%, neutropenia 65% (all GR 3/4), CRS 49%, CRS resolution 100% (link)
	15/6 13:03 af E L	would certainly hope so
	15/6 12:47 af Bulder	Ja, når dara kan, kan superdara vel også?
	15/6 12:16 af gentogen	(link)
	15/6 12:11 af E L	another 180 patients into the EPCORE™FL-2 trial (link)
	15/6 11:59 af E L	The Lancet Oncology @TheLancetOncol · 26 m Presenting now at #EHA2024 ⬇️ Long-term follow-up of CASSIOPEIA: Bortezomib, thalidomide & dexamethasone with or w/o daratumumab and followed by daratumumab maintenance or observation in transplant-eligible newly diagnosed multiple (link) (link) (link)
	15/6 11:57 af E L	incidentaly they have not yet removed BNT313/GEN10533 from their pipeline, but i guess they will soon do that. We did get fair warning at the last call around Profound bio from Genmab that they would be even more rigoureus looking at the assets in their pipeline given the additional assets they are taking on
	15/6 11:54 af E L	BioNTech at ASCO 2024 presentation / acasunlimab (link)
	15/6 11:38 af E L	besides Lupus also abstract on DARATUMUMAB FOR REFRACTORY SYSTEMIC RHEUMATIC DISEASES: A SINGLE CENTER EXPERIENCE -very large pdf (link)
	15/6 11:28 af E L	Md Yuzaiful Md Yusof @Yuz6Yusof #EULAR2024 LBA0007 More evidence on deep Bcell depletion in #lupus. Open label trial of Daratumumab, anti-CD38 plasma cell Ab showed rapid reduction in biomarker endpoint, dsDNA, as well as SRI-4 & CLASI-A at Wk12. No SAE but longer F/U needed since IgG reduced by 6g/L (link) abstract (link)
	15/6 06:14 af bibob	God morgen. :-)
	15/6 06:10 af Helge Larsen/PI-redaktør	Godmorgen :-)
	14/6 20:26 af Solsen	Thanks EL. Epco looks very promising.
	14/6 20:21 af E L	:-D i am sooo sorry , i really don't want to push the price down, but i can not find enough bad news to keep it up ;-)
	14/6 19:14 af lahn1	EL, are you censoring the news. You only seem to report good news ?
	14/6 18:11 af E L	TALVEY® (talquetamab-tgvs) demonstrates highly durable, longer-term responses in patients with relapsed or refractory multiple myeloma (link)