Genmab

	25/5 15:28 af E L	curious if they have enough data by now to determine if they will proceed with Epco in CLL
	25/5 15:26 af E L	it is a bit difficult to compare the CLL data to what we saw at ASH24, but for Epco mono then it was ORR 61%, CR 39%, but i think for sicker patients, ≥2 prior lines of systemic therapy.
	25/5 15:08 af E L	very interesting, let's see what the reactions will be to that 'positive twist' we were hoping for, for the DLBCL mono trial, it certainly looks credible
	25/5 15:06 af E L	something went wrong there for EHA i guess "This abstract is embargoed until Thursday, June 11, 2026" it said lol
	25/5 13:03 af gentogen	(link)
	25/5 13:02 af gentogen	Den sidste vedrører: COMPARATIVE EFFECTIVENESS OF EPCORITAMAB, LENALIDOMIDE, AND RITUXIMAB IN EPCORE FL-1 VS REAL-WORLD CHEMOIMMUNOTHERAPY IN RELAPSED/REFRACTORY FOLLICULAR LYMPHOMA
	25/5 13:02 af gentogen	In this match-adjusted analysis, E+R2 showed significantly improved depth and durability of response and longer PFS and OS compared with CIT regimens. Taken together with superior efficacy vs R2 demonstrated in the trial, these findings position E+R2 as the new chemotherapy-free standard of care for 2L+ FL.
	25/5 12:59 af gentogen	(link)
	25/5 12:58 af gentogen	With more than 4 years of follow-up, epcor monotherapy continues to demonstrate deep and durable remissions. Nearly half (42%) of all complete responders remained in remission after more than 4 years of median follow-up and 57% remained alive, demonstrating the potential for long-term disease-free survival with epcor in this population with difficult-to-treat LBCL.
	25/5 12:57 af gentogen	(link)
	25/5 12:56 af gentogen	A statistically significant improvement in PFS was demonstrated with epcor vs CIT (HR, 0.74 [95% CI, 0.60–0.92]; P=0.0059; 24-mo PFS: 30% vs 13%). Furthermore, clinically meaningful higher complete response rate (CRR: 38% vs 26%; nominal P value 0.0032), longer durability of response (median DOR 37 vs 6 mo; DOCR NR vs 11 mo) and longer TTNT (7 vs 4 mo; nominal P value <0.0001) were observed for epcor vs CIT.
	25/5 12:56 af gentogen	Angående OS dokussionen fra fase 3: Notably, subsequent tx with bsAb, CAR-T, or SCT was received by 26% in the CIT arm vs 6% in the epcor arm. After post-hoc adjustments for these subsequent tx and COVID-19–related deaths, the HR for OS favored epcor (adjusted HR, 0.76 [95% CI, 0.59–0.99]). In pts with 1 pLOT, trends favoring epcor were observed (PFS HR, 0.67 [95% CI, 0.44–1.04], OS HR, 0.80 [95% CI, 0.51–1.25], CRR: 45% vs 38%).
	25/5 12:53 af gentogen	(link)
	25/5 12:53 af gentogen	Fixed-duration epcoritamab + R-mini-CHOP led to high ORR and CR rates, rapid and sustained MRD negativity, and durable remissions in elderly pts with 1L DLBCL ineligible for full-dose R-CHOP. These outcomes compare favorably with historical outcomes of R-mini-CHOP alone.
	25/5 12:51 af gentogen	(link)
	25/5 12:51 af gentogen	In central MRD analyses, uMRD4 rates were 87.5% (21/24) and 90% (18/20) at cycles 4 and 6, respectively
	25/5 12:50 af gentogen	Epco kombineret med Venetoclax i CLL: Ven debulking followed by a CLL adapted Epco plus Ven strategy resulted in improved safety and high, early uMRD rates in high risk RR CLL/SLL. Responses were consistent across high-risk subgroups despite prior targeted therapy exposure, supporting fixed duration bispecific T cell therapy in CLL.
	25/5 10:49 af ProInvestorNEWS	62 pct. fald for Health Care sektoren på to år (link)
	23/5 16:47 af E L	Vincent Rajkumar @VincentRK Most important #ASCO26 myeloma abstract. Practice changing. Majestec-9 trial. Based on this, teclistamab now becomes the leading first choice along with ciltacel for relapsed myeloma in dara refractory patients. (link)
	23/5 08:50 af E L	NICE changes stance on Genmab's cervical cancer drug (link)
	23/5 08:49 af E L	EMA (CHMP) adopted a positive opinion recommending a change to the terms of the marketing authorisation for the medicinal product Tepkinly epcoritamab. The CHMP adopted an extension to an existing indication : Tepkinly in combination with lenalidomide and rituximab is indicated for the treatment of adult patients with relapsed or refractory follicular lymphoma (FL). (link)
	22/5 16:35 af E L	This study has 20 locations vs 7 chinese locations in the original RAINFOL-02
	22/5 16:33 af E L	New trial for Chinese patients ; An Extension Study to Assess the Efficacy of Rina-S Compared to Treatment of Investigator's Choice in Participants With Platinum Resistant Ovarian Cancer in China (RAINFOL-02) (link)
	22/5 15:30 af Raun	Lad os se hvad der sker - vi kan håbe på at aktien vil stige lidt op til ASCO, og så skal vi vel have det sædvanlige fald efterfølgende for ASCO

	22/5 14:23 af Stroka	På kræftkonference holder vi primært øje med Monjuvi fra Incytes, som er en konkurrent til Genmabs Epkinly og Rybrevant fra Johnson&Johnson, som er en konkurrent til Genmabs peto".
	22/5 14:22 af Stroka	Jyske Bank: "Den årlige kræftkonference, ASCO, nærmer sig (29. maj – 2. juni) og for Genmab er der primært fokus på data fra konkurrenter/partnere. Overordnet set kan data giver små forskydninger i markedet opfattelse i konkurrencesituationen, men vi vurderer også at Genmab-investorernes største fokus bør være på Genmab egne data med Epkinly lymfekræften DLBCL og petosemtamab (peto) i hoved- og halskræft, som begge forventes i andet halvår 2026.
	22/5 13:11 af E L	i was hoping for a late breaker at EHA, but i doubt that now that they released this press release
	22/5 13:10 af E L	But the DLBCL-2 and DLBCL-4 data we are waiting for will be way more important
	22/5 13:09 af E L	I am not so sure about that? They will publish the full results from the Epco DLBCL-1 mono trial for which we saw the topline data in january; maybe they will succeed to put a positive twist on that... and there is some CLL data i am interested in , as it is very quiet around CLL; i am actually not so sure they will proceed with that...
	22/5 11:07 af Raun	Det var da herligt at høre. - Så blev ASCO 2026 nok den vigtigste og mest intessante for Genmab investorer nogensinde.
	22/5 09:39 af E L	Genmab to release key data this year – analyst highlights most important readouts (link)
	22/5 07:10 af ProInvestorNEWS	Genmab vil understrege bredden i sin kræftportefølje ved kommende konferencer (link)
	22/5 00:56 af Cupcake	Genmab to Highlight Advances Across Its Oncology Portfolio at the 2026 ASCO Annual Meeting & EHA 2026 Congress - inkl. links to abstracts (link)
	21/5 23:15 af peter12	(link)
	21/5 15:35 af ProInvestorNEWS	På baggrund af Q1-regnskaberne og guiding fra C25-selskaberne - hvilke selskaber synes Helge Larsen så er interessante (og knap så interessante)? Hvor overvejer han at købe? Det løber han igennem i denne video-ugekommentar. (link)
	21/5 14:32 af E L	NICE UK: @NICEComms Today we’ve recommended tisotumab vedotin for treating cervical cancer that has returned or spread. (link) (link)
	20/5 21:45 af E L	I would not get too excited about that Peto abstract; I think it is just a poster about a new trial, i think there is the same for rina-s?
	20/5 21:41 af E L	Yes, that could be right; for me nowadays that means the day after ;-)
	20/5 21:30 af peter12	Google siger i morgen kl 23 ? Der ligger et på peto fra Merus !
	20/5 20:48 af E L	sry that is friday for us,,, it is only wednesday today lol....
	20/5 20:35 af E L	yes, but only late afternoon US time. so realistically saturday for us. Judging from the titles i don't expect anything spectacular for genmab though...
	20/5 20:23 af peter12	Er der release af abstracts til ASCO I morgen ?
	20/5 19:54 af bikube	Er det kun Trump´s snak, der får kursen i US til at flyve ? Kursen derovre svarer til 1754, 6½% stigning.
	20/5 17:27 af Raun	Allerede omsat for over dobbelt så meget i US, af den gennemsnitlige fulde dagsomsætning
	20/5 17:22 af Raun	:-)
	20/5 15:27 af E L	checking the danish dictionary whether 'Godnat' also means 'bottom'
	20/5 10:26 af E L	"Genmab is priced below the value of drugs now in use. The implicit call options are on future drugs, from either Genmab or a licensee, that use the antibody ..."
	20/5 10:25 af E L	this is the Orbis manager (link)
	20/5 09:58 af Vitus	Godnat Genmab !
	20/5 09:11 af E L	Subcutaneous Bispecifics Ease Hospital Burden in DLBCL (link)