Genmab

	2/6 15:31 af Solsen	Lorlatinib ser ud til at være en væsentlig konkurrent (link)
	2/6 14:13 af Sukkeralf	DoR og OS for acasunlimab ser vel ganske gode ud - og Rybrevant kører derudaf, så op burde være takten, men med Genmab ved man jo aldrig. Epco betyder nok også mere…..
	2/6 13:49 af w	spørgsmålet er vel om disse opdaterede data er bedre end dem vi så for et par uger siden, hvor der blev kvitteret med minus 5%
	2/6 12:48 af lahn1	Kursen skal op op op ?
	2/6 11:56 af Vitus	Jeg tænker den falder….det plejer den ved positive nyheder…..eller fordi de er mindre positive end forventet…
	2/6 10:53 af MagnusHB	Hvad er folks forvetninger til aktiekursen imorgen? P å baggrund af de nye dataer der er kommet ud.
	2/6 10:02 af lahn1	God morgen ! og tak for de positive links
	2/6 07:36 af E L	RYBREVANT® (amivantamab-vmjw) plus lazertinib is the only chemotherapy-free regimen showing longer progression-free survival versus osimertinib in first-line treatment of patients with high-risk EGFR-mutated non-small cell lung cancer (link)
	1/6 23:48 af GeorgeBest	Combining acasunlimab with pembrolizumab showed improved efficacy and safety when pembrolizumab was administered with a 6-week dosing regimen compared to a 3-week regimen. Interestingly, liver-related events were also less frequent with the 6-week (link) pembrolizumab dosing.
	1/6 22:21 af GeorgeBest	Thanks E L. Very positive article about 1046. No mentioning of livertox. Maybe we can regain something on Monday!
	1/6 21:06 af E L	Genmab and BioNTechs Revolutionary Bispecific Antibody Shows Promising Results (link)
	1/6 19:48 af peter12	Det ser da godt ud ? (link)
	1/6 19:29 af peter12	Holozymes patent er udløbet i EU ;-)
	1/6 16:33 af E L	Investigational Acasunlimab (DuoBody® -PD-L1x4-1BB) in Combination with Pembrolizumab Demonstrates Meaningful Clinical Activity in Phase 2 Trial in Patients with Previously Treated Metastatic Non-small Cell Lung Cancer (mNSCLC) (link)
	1/6 15:24 af lahn1	Det er en skam så mister vi vel royalties igen til en subq version af et Genmab drug :-(
	1/6 10:24 af E L	Johnson & Johnson submits application to the European Medicines Agency seeking approval of subcutaneous formulation of RYBREVANT®▼ (amivantamab) for the treatment of patients with EGFR-mutated non-small cell lung cancer (link)
	31/5 21:24 af GeorgeBest	Today, the robust clinical development of Amivantamab for EGFR-mutant NSCLC adds a new chapter looking towards a stronger future. Soon, the Paloma-3 study will be discussed by Natasha Leighl. Honored to have been part of this significant milestone (link)
	31/5 18:04 af E L	yeah, i was joking. it is amazing what they produce though sometimes...
	31/5 17:38 af lahn1	Ha EL, ville det ikke være dejligt hvis den kunne det :D Det kan den desværre ikke svare på, men den kan bruges til at analysere tekster og komme med kvalificerede bud på baseret på hvad du har fodre den med.
	31/5 17:25 af E L	Additionally, analysts “would be keen to see detail on the tolerability, particularly the avoidance of bleeding events, which had been a concern in previous studies evaluating tisotumab vedotin in head and neck cancer,” according to the report.'
	31/5 17:25 af E L	'On June 3, researchers will be presenting Phase II data on Pfizer and Genmab’s Tivdak (tisotumab vedotin) in head and neck squamous cell carcinoma. Analysts from Leerink Partners were encouraged by the data, positing that they “could see antibody drug-conjugates (ADCs) eventually replace chemotherapy in [the] head and neck cancer treatment paradigm, particularly in the second line space,” according to a report.
	31/5 17:24 af E L	ASCO24 Preview: A Look at Some of the Cancer Meeting’s Hottest Abstracts (link)
	31/5 17:24 af StockBull	Jeg kan varmt anbefale, at enhver udtalelse fra nohope tages med et gran salt. Men det ved vi jo.
	31/5 17:16 af E L	talking about arbitration; we haven't seen volume like this in years; last time bigger was september 2020 when the arbitration started...

	31/5 17:09 af E L	i don't know what to believe anymore... at least now they know how to do an arbitration correct this time around...
	31/5 17:08 af E L	no its only month end, not Q end yet
	31/5 17:08 af Sukkeralf	Yes - but do we believe that. Jan said the same about sc dara in the b eginning
	31/5 17:07 af mobbyduck1	last day.crazy volume
	31/5 17:07 af mobbyduck1	end of the q2 EL
	31/5 17:06 af E L	no i am not sure about that, i think once there was a question on the Q&A on this if i am not mistaken after Dara and Genmab answered something like 'all other contracts are fine'? anyone remember?
	31/5 17:04 af E L	wtf I see Volume 704,391shares on Yahoo, is that correct
	31/5 17:04 af Sukkeralf	Do we know for sure if Genmab gets the same royalty for an sc version of amivantamab?
	31/5 16:45 af E L	ASCO LBA out: Subcutaneous amivantamab vs intravenous amivantamab (link) . seems like a slam dunk.
	31/5 16:44 af E L	can you also ask AI what the share price will be at the end of the year, given these conclusions? ;-)
	31/5 16:41 af lahn1	Alle patienter på Dara progresserjo desværre så mener det er meget relevant on Hexabody-cd38 virker hvis ikke JnJ opter ind.
	31/5 16:38 af lahn1	In summary, the combination of enhanced CDC, robust multi-faceted mechanisms of action, effectiveness in lower CD38 expression levels, and promising preclinical results all suggest that Hexabody-CD38 should help patients who are resistant to Darzalex. The ongoing clinical trials will provide further validation of its safety and efficacy in this patient population.
	31/5 16:38 af lahn1	Relief of Immune Suppression: Hexabody-CD38 strongly inhibits CD38 cyclase activity, which is hypothesized to relieve immune suppression in the tumor microenvironment, providing an additional therapeutic benefit.
	31/5 16:38 af lahn1	In Vivo and Ex Vivo Efficacy: Hexabody-CD38 has demonstrated strong anti-tumor activity in patient-derived xenograft (PDX) models and primary MM cells, including those from DARA-refractory patients, indicating its potential effectiveness in a clinical setting.
	31/5 16:37 af lahn1	No Inhibition by Preincubation with DARA: Preclinical studies indicate that preincubation with DARA does not inhibit Hexabody-CD38 from reaching its full capacity to induce CDC, suggesting that Hexabody-CD38 can still be effective even if DARA has been used previously.
	31/5 16:37 af lahn1	Effective in Lower CD38 Expression: The study shows that Hexabody-CD38 is effective even in cell lines with lower levels of CD38 expression, which is a common issue in DARA-resistant multiple myeloma (MM) patients.
	31/5 16:37 af lahn1	Broader Mechanisms: Hexabody-CD38 not only enhances CDC but also maintains other mechanisms of action such as antibody-dependent cellular cytotoxicity (ADCC), antibody-dependent cellular phagocytosis (ADCP), and apoptosis induction. These multiple mechanisms provide a robust anti-tumor activity, which is beneficial for overcoming resistance
	31/5 16:36 af lahn1	Enhanced CDC: Hexabody-CD38 is engineered to enhance complement-dependent cytotoxicity (CDC) through hexamerization. This increased CDC activity can overcome the reduced sensitivity to complement-mediated lysis seen in DARA-resistant patients due to the upregulation of complement inhibitory proteins (CD55 and CD59).
	31/5 16:36 af lahn1	Based on the provided text and our previous discussions, there is strong evidence suggesting that Hexabody-CD38 should help Darzalex (DARA)-resistant patients. Here are the key points supporting this conclusion:
	31/5 16:36 af lahn1	Tak Gentogen, har leget lidt med AI og diskuteret CD38 resistent pts vs Hexabody-CD38 ved at fodre AI med artikler og forsøgsdata LOL :-) ja ja ved godt det nok ikke holder i virkeligheden. men her er hvad Chat GPT 4.0 siger om emnet i bullet points
	31/5 16:28 af nohope	Jeg kan varmt anbefale at enhver analyse af GEN fra Myginds hånd tages med en pæn stor mængde brød til.
	31/5 16:19 af NiklasZ	" We’re advancing our DuoBody® platform technology with the goal to unlock the potential of #bispecific antibody research, as we work to transform how cancer is treated. Watch the video below to learn more about our technology. #ASCO24" (link)
	31/5 14:36 af StockBull	Der er en ny og meget interessant analyse af Genmab i Life Science ØU af David Mygind, som jeg varmt kan anbefale at undersøge nærmere. Efter at have læst analysen, føler jeg mig i hvert fald i meget bedre humør. Rigtig god weekend!
	31/5 10:47 af gentogen	Med hensyn til spørgsmålene i går om Hexa38, så er bedste kilde indtil videre vist nok statig artiklen fra the Lancet: (link)
	31/5 09:58 af JKY_VH	Børsen gentager verdens 10 bedst sælgende lægemidler. 3. Ozempic 14 mia. USD, 10. Darzalex 9,7 mia. USD (link)
	30/5 16:16 af Raun	ASCO er noget atypisk for Genmab's kursudvikling i år..... I hvert fald de seneste år, har aktien i hvert fald steget pænt op imod ASCO, for efterfølgende at blive ramt af de ledeste tømmermænd i form af kursfald..... Tør vi håbe på at det bliver lige omvendt i år?.... For mit vedkommende er det en ren gyser :-O