Genmab

	11/4 14:11 af Solsen	Det hele ser godt og the best is yet to come ;-)
	11/4 13:51 af Klarussen	@JV: enig. Der skal noget kræs fra pipen til at bryde dødvandet og rykke kursen
	11/4 12:56 af JørgenVarnæs	Value trap 2020-2024 goes on
	11/4 12:56 af JørgenVarnæs	Hardly. Share buyback has stopped the stock from spiralling, but some kind of activity in the pipeline will be required to breathe life into the stock
	11/4 08:31 af E L	Genmabs fornuftige regnskab ligner vendepunktet (link)
	10/4 19:01 af lahn1	medvirke ude t :-)
	10/4 18:56 af lahn1	Kan det vel medvirket til at man vil kunne præsentere mere overbevisende data når JnJ skal beslutte sig ?
	10/4 18:55 af lahn1	Jeg syntes MRD press på FDA fra Gmabs side er en supergod strategi for at kunne påvise effekt meget meget tidligere en eventuelle OS data 5år ud i fremtiden: Specielt set mht optionen.
	10/4 18:51 af lahn1	Det er vel USA tallene der trak i op store dele af markedet ?
	10/4 16:30 af YPE	Flot stigning i dag. Ser ud som om, at der er ved at ske en vending i aktien.
	10/4 16:16 af E L	that means trial times to prove improvement are much shorter also
	10/4 16:16 af E L	mind you; the importance is higher at the moment for MM as currently patients can have an overall survival many many years now, whilst for example in B-cell lymphoma it is much shorter
	10/4 16:14 af E L	could be eventually, of move it to earlier lines faster, but for now -if i am not mistaken- this meeting is for MRD as an Endpoint in Multiple Myeloma Clinical Trials. But i am sure oncologists from other areas are watching it closely...
	10/4 16:08 af Bulder	Could probably also speed up the marketing of epco.
	10/4 16:08 af Raun	Thanks @E L
	10/4 15:55 af E L	mind you- the same goes for other drugs in development for MM...
	10/4 15:54 af E L	"The FDA’s Position Given the recent therapeutic advances in MM, with observation of high response rates and long overall survival times in recent clinical trials, MRD has the potential to expedite drug development if it is used as an endpoint to support accelerated approval in MM. " Let's see what the meeting brings friday, but could open up interesting speculations on potential trajectory for hexabody-cd38
	10/4 15:50 af E L	here you can find the Event Materials for the April 12, 2024 Meeting of the Oncologic Drugs Advisory Committee Meeting - on MRD (link)
	10/4 15:45 af Raun	Hvad sker der lige med kursen?
	10/4 11:07 af Brit	Det er da ligemeget, hvad jeg mener! Men det er lidt tidligt, at have forventninger af den art. Det er det jeg skriver.
	10/4 10:30 af monzi	Og det mener du der kan være tvivl om at det gør ??????
	10/4 09:03 af Brit	Det er vist lidt tidligt, for mig bekendt er købet slet ikke gået igennem endnu.
	10/4 07:13 af monzi	God morgen Er der nogen der har et TA overblik efter opkøbet af Profoundbio
	9/4 15:01 af E L	Asthika Goonewardene Truist Financial Buy Maintained

	9/4 14:46 af E L	As FDA weighs another myeloma endpoint for accelerated approvals, experts say timely access is at stake - MRD - (link)
	9/4 08:20 af concillado	...pair demonstrating a statistically significant and clinically meaningful improvement in progression-free survival (PFS) versus osimertinib.
	9/4 08:20 af concillado	...mutations. The latest filing seeks its second indication in the country, while it marks the first submission for lazertinib. The application is based on the results of the PIII MARIPOSA trial, which enrolled 1,074 NSCLC patients. The study pitted amivantamab plus lazertinib against osimertinib monotherapy in the first-line setting for patients with EGFR mutation-positive, locally advanced or metastatic NSCLC. As a result, the program hit the primary endpoint, with the amivantamab-lazertinib
	9/4 08:20 af concillado	Janssen Pharmaceutical said on April 8 that it has filed a combination therapy of its bispecific antibody amivantamab and third-generation EGFR tyrosine kinase inhibitor lazertinib for EGFR-mutated inoperable or recurrent non-small cell lung cancer (NSCLC) in Japan. Neither drug has been approved in Japan at present. Amivantamab, otherwise known as Rybrevant overseas, was submitted for Japanese approval last November for patients with inoperable or recurrent NSCLC with EGFR exon 20 insertion...
	9/4 08:19 af concillado	Artiklen:
	9/4 07:59 af E L	Janssen Files Amivantamab Plus Lazertinib for NSCLC in Japan (link)
	9/4 07:55 af E L	ProfoundBio Discovers The Joys Of Having A Wealthy Owner (link)
	9/4 06:40 af Helge Larsen/PI-redaktør	Merck (MRK) Begins Phase II/II Ovarian Cancer Study on ADC Drug (Revised) (link)
	9/4 06:18 af Stroka	God morgen :-)
	9/4 05:02 af Helge Larsen/PI-redaktør	Godmorgen :-)
	8/4 19:31 af lassevedel96	Zymeworks har også en FRa ADC der kommer i kliniske studier i år. De sammenligner den en lille smule med Rina-S i prækliniske studier her: (link)
	8/4 11:06 af ProInvestorNEWS	Transactions in Connection with Share Buy-back Program (link)
	8/4 10:15 af E L	From last summer - Fabio Schutz @FabioSchutz78 Dr. @EJonasch presented the phase 1/2 trial in progress with a new compound PRO1160 anti-CD70 antibody drug conjugate in solid tumors including RCC. #KCRS23 (link)
	8/4 09:10 af Klarussen	Nogle guldkorn derfra?
	8/4 08:59 af Brit	Global Health Invest, rettelse
	8/4 08:49 af Brit	Genmab i millionklubben med Claus Johansen fra Health I nvest
	7/4 13:12 af Solsen	Det er også en meget dyr behandling hvorfor vi mangler at se medicares syn på behandling i secondline.
	7/4 13:11 af Solsen	Korrekt forstået. Men hvor stor en markedsandel stoffet kan tage fra dara og de andre stoffer fra Genmab må tiden vise. Artiklen viser også er der er store logistiske udfordringer med produktet. Hvorvidt de begrænser benyttelsen eller ej er igen uvist.
	7/4 12:46 af w	Et godkendt Carvykti er vel dårligt nyt, uanset bivirkninger. Eller misforstår jeg noget?
	7/4 11:26 af peter12	Det ser også ud til at Rina (FRα) kan bruges mod NSCLC ? (link)
	7/4 06:30 af Helge Larsen/PI-redaktør	Godmorgen :-)
	6/4 19:13 af Solsen	Lidt om emnet (link)
	6/4 19:08 af Solsen	Meget interessant at fda har udtalt at det er tvivlsomt om pts har gavn af Carvykti med henvisning til ingen forbedring i OS. Overall survivel er det gold standard for endpint i alle forsøg.
	6/4 18:05 af KWC	FDA Greenlights BMS, J&J CAR-T Therapies for Earlier Multiple Myeloma Treatment
	6/4 18:05 af KWC	Hej JV: (link)
	6/4 14:24 af JørgenVarnæs	Øøøh - Carvykti er jo JnJ. Er der noget, jeg misser?