Genmab

	24/10 09:54 af E L	my best guess now is that they were selling in 2022 before price negotiations were finalised in europe, and they only now sent the bill...
	24/10 09:53 af Bulder	Yes
	24/10 09:53 af E L	If you subtract the 110mn, you get close to the analyst expectation
	24/10 09:51 af Bulder	Ja, men man så åbenbart ikke helt regne med de 657 mio. ligner dog en dobbelt op ift 2022.
	24/10 09:50 af E L	they mention a 124% constant currency growth in the financials, with a side note that it would have been 'Without the one-time revenue deduction adjustment, sales growth +86% cc' , so if i calculate this correct it could be a ~$110mn adjustment? They will probably explain it at the conference call later?
	24/10 09:48 af JKY_VH	Fra MW "En af de helt store højdespringere var dog Kesimpta, hvor salget steg med 124 pct. på årsbasis til 657 mio. dollar, hvor der af analytikerne var ventet 525,7 mio. dollar ifølge estimater indsamlet af Bloomberg News. Kesimpta, der bruges til behandling af multipel sklerose, er baseret på Genmabs virkemiddel Ofatumumab, og Genmab modtager 10 pct. af salget i royalties."
	24/10 09:41 af Bulder	Do you know how much?
	24/10 09:31 af E L	Kesimpta sales growth benefiting from a one-time revenue deduction adjustment in Europe, so we can not extrapolate this Q3 number further
	24/10 09:30 af E L	Novartis Q3 '23 (link) and presentation (link)
	24/10 09:29 af E L	In the US Kesimpta now takes ~56% of B-cell therapy , new to brand prescription MS patients (only about 1/3 of MS patients is currently on B-cell therapy)
	24/10 09:14 af Vitus	Lad os nu få nogle dårlige nyheder…
	24/10 08:48 af JKY_VH	Tak for det;-)
	24/10 07:59 af ProInvestorNEWS	Schweizisk Genmab-partner overrasker positivt - Kesimpta-salget overgår konsensus klart (link)
	24/10 07:21 af bibob	God morgen. :-)
	24/10 06:30 af Stroka	God morgen :-)
	24/10 06:06 af Helge Larsen/PI-redaktør	Thanks E L. :-)
	24/10 06:05 af Helge Larsen/PI-redaktør	Godmorgen :-)
	23/10 21:27 af E L	glad to be able to contribute ;-)
	23/10 21:19 af Solsen	Also thanks to EL !
	23/10 21:16 af Solsen	The OS curves bodes well I belive.
	23/10 21:08 af Bulder	laver= lazertinib
	23/10 21:07 af Bulder	Thx for the tremendous job finding all this E L. To conclude: succes in the narrow exon 20 indication. Succes in second Line in the broader EGFR-indication after Tagrisso. And we’ll have to wait for OS- data to conclude on Ryb + laver vs Tagrisso + chemo.
	23/10 20:55 af E L	This story was updated to include new information from the Rybrevant studies and an interview with J&J's Mark Wildgust.- ESMO: J&J's Rybrevant combo beats Tagrisso on lung cancer progression. Should AZ worry? (link)
	23/10 20:17 af E L	(link) Dr Cho onFirst-Line Amivantamab Plus Lazertinib in EGFR-Mutant NSCLC

	23/10 20:11 af E L	New First-Line Standard for Lung Cancers With EGFR Exon 20 Insertions — Adding amivantamab to chemotherapy improved PFS, induced more rapid and durable responses (link)
	23/10 20:08 af E L	Highlights on amivantamab after progression on osimertinib in EGFR-mutated NSCLC: MARIPOSA-2 (link)
	23/10 18:57 af Solsen	Det er skrevet tidligere af bibob, men jeg linker igen (link) (link) Roche køber et antistof i fase 2/3 for ikke mindre end $7,1 bn - og kun til rettigheder i US og Japan. Det er vildt !
	23/10 18:38 af Darvin	Thank's E L - i Think the coming years will show that mariposa is more competitive than it was initially assessed.
	23/10 18:16 af E L	MARIPOSA-2 (link) (link) (link)
	23/10 18:12 af E L	someone else pointing to subcutaneous amivantamab should improve tox (link)
	23/10 18:05 af E L	Stephen V Liu, MD @StephenVLiu #ESMO23 Dr. @APassaroMD presents the MARIPOSA-2 trial: phase III study of amivantamab (EGFR-MET bispecific) plus chemotherapy (with or without lazertinib) vs chemotherapy in #EGFR mutant NSCLC after osimertinib. (link)
	23/10 17:55 af E L	plus lazertinib compared to osimertinib, with a nine-month improvement in median DOR (25.8 vs. 16.8 months).1
	23/10 17:55 af E L	approximate what would be seen in other trials, was also explored in MARIPOSA. The median PFS when censoring CNS-only first progressions was 27.5 months for the combination of RYBREVANT® and lazertinib, compared with 18.5 months for osimertinib (HR=0.68; 95 percent CI, 0.56–0.83; P<0.001). The median duration of response (DOR), or the length of time that a tumor continues to respond to treatment without the cancer growing or spreading, was significantly longer for patients receiving RYBREVANT®
	23/10 17:54 af E L	I think JNJ in the MARIPOSA press release already tried to counter the critics by pointing at the different PFS definition used - The MARIPOSA study required all patients to have serial brain imaging with MRIs in order to detect or monitor brain metastases, a measure not implemented in most prior studies for EGFR-mutated NSCLC. The primary endpoint of PFS in MARIPOSA included these central nervous system (CNS) events detected by serial brain MRIs. Extracranial PFS, which may more closely
	23/10 17:52 af lahn1	@ Solsen enig det er flot, men deres repons ser lidt “light” ud og toxprofilen lidt grov i sammenligning med PDS0101. Men hook er spændende også pga meget lille Mcap.
	23/10 17:45 af E L	Stephen V Liu, MD @StephenVLiu #ESMO23 Dr. Byoung Chul Cho @cbcbc1971 presents the MARIPOSA trial: phase III study of 1L amivantamab (EGFR-MET bispecific) plus lazertinib vs osimertinib (vs lazertinib) in #EGFR mutant NSCLC. (link)
	23/10 17:44 af E L	(link)
	23/10 17:25 af Solsen	Second line efter Tigresso er i det mindste åben. Tror vi skal kigge mest på safety, hvor kombi Tigresso med kemo måske er kombiens achilleshæl. Men husk at Novods sammenligning mellem forsøg ikke er gangbar videnskabligt.
	23/10 17:15 af E L	still waiting for the presentations...
	23/10 17:09 af GeorgeBest	The other day MARIPOSA killed us, not much relief we get today ;-)
	23/10 16:58 af E L	In lung cancer, J&J data amount to latest salvo against AstraZeneca (link)
	23/10 16:57 af E L	Phase 3 MARIPOSA-2 Study Shows RYBREVANT® (amivantamab-vmjw) Plus Chemotherapy Given with or without Lazertinib Reduced Risk of Disease Progression or Death by 56 and 52 Percent Respectively in Patients with EGFR-Mutated Non-Small Cell Lung Cancer who Progressed on or after Osimertinib (link)
	23/10 16:57 af E L	Landmark Phase 3 MARIPOSA Study Shows RYBREVANT® (amivantamab-vmjw) Plus Lazertinib Resulted in 30 Percent Reduction in Risk of Disease Progression or Death Compared to Osimertinib in Patients with EGFR-Mutated Non-Small Cell Lung Cancer (link)
	23/10 16:53 af E L	Amivantamab plus chemotherapy with and without lazertinib in EGFR-mutant advanced NSCLC after disease progression on osimertinib: Primary results from the phase 3 MARIPOSA-2 study (link)
	23/10 16:48 af E L	Professor Ignace Vergote reports on key results from ESMO Congress 2023 on the innovaTV 301 trial (link)
	23/10 16:17 af Solsen	En fordobling af ORR er jo super godt. Og pænt højt i solide tumore. Men forsøget er lille og der er flere faktorer, som afgør om et stof er en succes. OS, PFS og bivirkninger blot for at nævne nogle flere afgørende data.
	23/10 13:44 af lahn1	@Solsen hvis du følger Hookipa, har du så en holdning til PDSBs HPV16+ HNSCC, better or worse ?
	23/10 09:39 af E L	Phase 3 innovaTV 301 Trial Shows Potential of Tisotumab Vedotin in Cervical Cancer (link)
	23/10 09:18 af E L	Overlæge: Rybrevant og kemoterapi kan blive ny standard mod EGFR Exon 20-muteret NSCLC (link)
	23/10 09:04 af ProInvestorNEWS	Shortpositioner på danske aktier mandag d. 23. oktober 2023 (link)