Genmab

	6/11 17:51 af Sukkeralf	Det kommer vel an på om det er positivt eller negativt - omend det på en eller anden måde bliver rart at få en afklaring
	6/11 17:44 af Raun	Det kunne godt nok være dejligt
	6/11 17:20 af Sukkeralf	Håber der kommer en status på Hexabody CD38
	6/11 17:16 af Solsen	Markedet bliver ved med at sælge på stigninger. Mon dagens CC kan hjælpe ?
	6/11 17:11 af lahn1	Enig det er vist på linje med hvad der forventes med R-Chop, desuden spiller det vel heller ikke så stor en rolle som i FL.
	6/11 17:10 af E L	“The company’s go-to-market strategy focused on leveraging the first-mover advantage with a focus on key accounts and customers, utilizing field medical, sales and market access teams across both Genmab and AbbVie,” Trinity wrote. “Genmab and AbbVie’s combined experience in hematology-oncology certainly helped navigate the early diagnosis, treatment and reimbursement realities inherent in complex new therapies of this type.”
	6/11 17:10 af E L	(link) Genmab and AbbVie’s debut of Epkinly for patients with diffuse large B-cell lymphoma has also exceeded expectations in its battle with Columvi.
	6/11 17:07 af Raun	Samme handelsmønster som i går.... - Spændende at se hvor langt aktien skal trykkes ned
	6/11 17:06 af E L	small new (sub)trial - Epcoritamab in Chronic Lymphocytic Leukemia and Richter Syndrome (link)
	6/11 16:15 af Solsen	Synes AEs ser rimelige ud. CRS er low grade. 2 stk G5 som næppe er epcos skyld.
	6/11 15:30 af lahn1	Tak :-) det ser rigtig fint ud, hvis vi kan holde AE's nede. Kæmpe markedet med 50/50 ejerskab :-)
	6/11 14:05 af Solsen	Spændende at følge videre frem. Epco kan blive meget stort.
	6/11 14:04 af Solsen	Det er ret vilde responser og duration.
	6/11 13:50 af gentogen	(link)
	6/11 13:50 af gentogen	Ja: 581 Fixed-Duration Epcoritamab + R-CHOP Induces High Complete Response Rates in Patients with Previously Untreated Diffuse Large B-Cell Lymphoma Withhigh-Risk Features: Long-Term Results from the Epcore NHL-2 Trial
	6/11 13:45 af lahn1	EPCORE DLBCL-2 må det være ?
	6/11 13:32 af lahn1	Gentogen 17:29, er det data fra EPCORE DLBCL-1 ? kan ikke selv finde dem :-)
	6/11 12:04 af E L	same in chinese (link)
	6/11 11:25 af E L	Minhua Chu @chuminhua432 ?? $ABBV AbbVie's BLA for epcoritamab (Epkinly) has been accepted by China's NMPA. (link)
	6/11 09:30 af E L	Genmab to Highlight Epcoritamabs Promising Role in Non-Hodgkin Lymphoma Treatment at ASH Annual Meeting (link)
	6/11 08:34 af LP90	Godmorgen :-)
	6/11 07:55 af ProInvestorNEWS	Genmab stiller med 20 indlæg ved ASH-konference (link)
	6/11 07:37 af bibob	God morgen. :-)
	6/11 07:13 af Stroka	God morgen :-)

	6/11 07:00 af Helge Larsen/PI-redaktør	Godmorgen :-)
	6/11 00:53 af Bulder	Nu er anitocaptagene ikke blandt dem du linker til. Dennes cr rate er flot, selv om den ikke er 100%. Mange vil kunne leve livet ud med MM efter cd38 og car-t.
	6/11 00:40 af gentogen	(link)
	6/11 00:39 af gentogen	Måske. the pooled prevalence of relapse within the first 12 months after CAR-T infusion was 61%
	6/11 00:02 af Bulder	Klart nok. Erzo skal jo være et off the shelf produkt, helst i subkutan version, som med frontrunner i ryggen bliver godkendt til 1. linje på rekordtid. De der så relapser og bliver cd38 refraktære kan overgå til car-t, få komplet respons og leve fint til deres dages ende.
	5/11 23:58 af Solsen	Næppe. Men hvor stor en kapacitet kan man opstille til CAR-T og hvor meget har Medicare råd til ?
	5/11 23:47 af Bulder	Ja, det er jo imponerende responser i 4. linje eller senere. Kan erzo næppe hamle op med.
	5/11 23:38 af Solsen	Dette skulle være en konkurrent til Carvykti (link)
	5/11 23:01 af Raun	Det kunne være dejligt at DK kører med på US optimisme. Men vi så faktisk lidt det samme billede mandag, og det var DK ret ligeglad med..... Men dog en dobbelt så stor omsætning ift. hvad US plejer...
	5/11 22:24 af Bulder	Kan være dagens epco-medd har fået nogen til at indse at Genmab er andet og mere end dara.
	5/11 22:17 af Bulder	Hm, ads’en ligger i 1558 under pæn omsætning.
	5/11 21:04 af E L	another one then for you ;-) Genmab to Present at Jefferies London Healthcare Conference (link)
	5/11 20:13 af lahn1	Nææ en PR fra Gmab det var lige godt s…..
	5/11 19:51 af E L	Genmab to Showcase Strength and Breadth of Comprehensive Epcoritamab-bysp Development Program at 2024 American Society of Hematology (ASH) Annual Meeting (link)
	5/11 18:29 af gentogen	!!! Fixed-duration epcoritamab + R-CHOP induced deep, durable CRs (24-mo estimated duration of CR, 83%) and high rates of MRD negativity (91% of evaluable patients), leading to long-term remissions (24-mo estimated OS, 87%)
	5/11 18:22 af E L	ASH24 Mim8 (denecimig) (link) (link)
	5/11 18:09 af E L	SITC24 another Genmab abstract (but don't ask me to explain...) 1382 In-situ subtyping of γδT cells in the tumor microenvironment with spatially resolved transcriptomics (link)
	5/11 17:53 af E L	at the time of the decision they said something like; even if it is a success, we will still get something -since they will get some royalties- but we don't have to fund the Ph3 trial
	5/11 17:51 af Plimsoller	Thank you.
	5/11 17:50 af Plimsoller	Ok, so a cost cutting exercise which hopefully turns out to be a bad decision for them.
	5/11 17:50 af E L	they have to make choices, and already have a few 100% owned programs for the same target
	5/11 17:49 af E L	Costs going through the roof with lower covid sales as expected
	5/11 17:48 af E L	No. I think you have to see it in the light of this, from Biontech results: (“R&D”) expenses were €550.3 million for the three months ended September 30, 2024, compared to €497.9 million for the comparative prior year period. For the nine months ended September 30, 2024, R&D expenses were €1,642.4 million, compared to €1,205.3 million for the comparative prior year period.
	5/11 17:47 af Plimsoller	My question is about Acasunlimab (should you have any doubts).
	5/11 17:45 af Plimsoller	Thank you E L. I don't understand half of it, but it at least seems positive. What I don't understand is why Biontech opted out. Is there anything in those links indicating why that could be?
	5/11 17:44 af E L	SITC24 The combination of HexaBody®-OX40 with PD-(L)1 blockade potentiates agonistic activity in vitro and antitumor activity in vivo -GEN1055 (link)