Genmab

	15/3 16:29 af Sukkeralf	Det har Genmab umiddelbart ikke noget at gøre med - måske Epkinly snart skal kombineres med en BTK degrader i CLL.
	15/3 16:28 af Sukkeralf	JStudsgaard - mener du protein degraders i henhold til dit spørgsmål om PROTACs?
	15/3 14:51 af Solsen	Der faldt lidt bogstaver ud på Benchmark til RinaS…
	15/3 14:51 af Solsen	Tror man skal se lidt resultater fra PROTAC før man kan sige noget om det.
	15/3 14:49 af Solsen	Bencmark til RnaS (link)
	15/3 14:24 af JStudsgaard	Hvor står Genmab ifht. PROTACs?
	15/3 09:10 af E L	yes, or this one for example (link)
	14/3 22:05 af lahn1	This one EL? (link)
	14/3 20:22 af E L	I remember an article with Hexabody applied to CD20, but I am sure there will be others
	14/3 20:12 af E L	I put my answer in the wrong place (again) lol @Sukkeralf 14/3 2025 17:53 af E L true. but the fact that they are hoping to bring several new candidates to the clinic is promising ; they wouldn't do that if they don't see the benefit / validation. crossing fingers ;)
	14/3 19:13 af lahn1	Do we know what Hexabody candidates didn’t make it to the clinic ?
	14/3 18:40 af Hugininvest	Lad os bare få rundt regnet 20 dage som i dag. Så er vi ved at se en fair kurs. Go weekend :-)
	14/3 17:55 af wisuwa	Kunne Alligator Bioscience med Mitazalimab (til bugspytskirtelkraft) i fase 2 med stærke 24 måneders read-out være en opkøbskandidat? Pt. handles selskabet til sølle 91 millioner DKK…
	14/3 17:38 af Sukkeralf	On the other hand none of Genmabs hexabody candidates have gone far in clinical trials - and not that many companies go after the CDC mecanish so still a lot to prove I guess.
	14/3 17:33 af E L	What it has given us is a higher degree of confidence that this technology, where a single point mutation is able to enhance Complement-dependent cytotoxicity and is able to overcome to a degree the expression of complement inhibitory proteins. And this is very important as we think about other disease areas and other targets.
	14/3 17:33 af E L	So there is a little bit of a high-end neutropenia rate that is arguably related to the mechanism, but also arguably related to the increased efficacy because the phenomenon of neutropenia and B-cell depletion, while ill understood has been observed in every single B-cell redirected therapy. The more modifications to B-cell depletion is, the more enhanced is the neutropenia. . And that's, I think, the main safety observation on HexaBody-CD38.
	14/3 17:32 af Sukkeralf	(link)
	14/3 17:31 af E L	And CD38, to remind everyone, is arguably one of the dirtiest targets out there. It's expressed in a lot of cells.
	14/3 17:30 af E L	And what the data clearly shows is that with the single point mutation, you get [ ] imbalance a significantly meaningful enhancement of the depth of response, meaning we captured a larger portion of tumor cells with CD38 because there is an inter-patient variability of CD38 expression on the myeloma cells.
	14/3 17:29 af E L	Number one, and it's just like remind ourselves of what the challenge and what the objective was. The objective was with a single point mutation to create an asset that then would hexamerize. And through the hexamerization with enhanced CDC and as we talked about, what that would do is it will lower the threshold of CD38 required on the cells to then be sensitive to CDC.
	14/3 17:29 af E L	on the your level of confidence in your HexaBody technology platform : It's actually much higher because we think that this data shows that the HexaBody platform is clinically validated to lead to a more effective therapeutic.
	14/3 17:28 af E L	So we think this is a very promising platform, Alistair. And then more to come in the coming years. We have a number of very exciting preclinical program which are slotted to move to the clinic, where we actually hope to break paradigms basically, moving into new areas where antibodies are not very successful in tumor therapy. But with this modification, I think could be very successful. So more to come.
	14/3 17:27 af E L	a few more snippets from this week's call - we are actually working preclinically with HexaBody programs for I&I. And so we think that this is actually an excellent technology platform which is validated here clinically. And we don't think that the safety aspects will be very much impacted by the HexaBody modification. So no, I think this trial and this data shows that there is a clear advantage in potentiating the killing activity of antibodies via HexaBody mutation.
	14/3 16:57 af E L	since we spoke about it this morning; just to repeat Jan: 'There will be a data on the endometrial cancer in the first half of this year at a major cancer conference. ' (for Rina-S)

	14/3 14:56 af JKY_VH	Tak ilm Solsen;-)
	14/3 13:53 af Teller	Genmab er et godt køb pt. og skal op.
	14/3 13:52 af Solsen	Den store depression overstået. God weekend !
	14/3 13:45 af Legolas23	Fik vi lige kickstartet tilbagekøbsprogrammet der...
	14/3 12:41 af ProInvestorNEWS	Genmabs kursmål skæres til hos Nykredit efter Hexabody-skuffelse (link)
	14/3 11:38 af JKY_VH	Flash "GENMAB/NYKREDIT MARKETS: KURSMÅL SÆNKES TIL 2000 KR. FRA 2300 KR." men så er der stadig 43 % op til kursmålet:-)
	14/3 11:17 af E L	Genmab @Genmab · 13 u We’ll be attending the @SGO_org 's Annual Meeting in Seattle, Washington! Join us at booth 109 to explore the latest oncology research at Genmab. (link)
	14/3 11:00 af E L	If they would move in the direction of lung cancer for example, i would not exclude the chance of a combination with for example acasunlimab. they had plenty of hints on the combination of ADC with immunotherapy
	14/3 10:52 af E L	Genmab already stated that they would start a trial in Endometrial Cancer; it would make sense to start with the field of gynecologic oncology to also align with Tisotumab sales efforts
	14/3 10:22 af lahn1	Sukkeralf kan du uddybe hvorfor du mener det terapeutiske vindue for Rina-S ikke ser stort ud .
	14/3 10:02 af Solsen	Fordelen RinaS har i forhold til Abbvies Elahere er, at RinaS også virker på pts med mindre udtrykte FRalfa og ikke har alvorlige/fatale bivirkninger. Netop at RinaS virker på canver med mindre udtrykte FRalfa er mega interessant og åbner måske for flere indikationer.
	14/3 09:53 af Sukkeralf	Så vejen er vel mere åben end længe, men måske også en lille fornemmelse af at det er sværere end som så.
	14/3 09:51 af Sukkeralf	Jeg synes stadig det var lidt bekymrende med RinaS, at det terapeutiske vindue ikke så stort ud - i princippet også det Sutro har kæmpet med udover, at deres måde at lave stoffer på ikke tiltrækker mange. Mener faktisk også Ahmadi i forbindelse med købet af ProfoundBio nævnte det, da de blev spurgt ind til interesse for Sutros kandidat.
	14/3 09:49 af Sukkeralf	At RinaS virker her i patienter med lav forekomst af FRalfa. Det mener Genmab jo er tilfældet, men det har andre før dem også ment af deres kandidat gør.
	14/3 09:47 af Sukkeralf	Ja Genmab begynder at stå rimelig stærkt, hvis RinaS performer - i sommeren lagde BMS deres FRalfa ADC i graven (inlicensieret fra Eisei) og nu også Sutro. Der er ikke mange som er kommet ret meget videre end ovarian cancer, så svært at sige hvad Genmab gør og hvor hurtigt. Kræft i livmoderen og NSCLC er de to indikationer der altid nævnes, så det må være mest oplagt. Da FRalfa er udtrykt i mindre grad i de andre cancer former, så kræver det jo i første omgang nok tydeligt bevis for….
	14/3 09:36 af bibob	God morgen. :-)
	14/3 09:31 af Solsen	(link) Many other targets than ovarian. Perhaps NSCLC etc.
	14/3 09:27 af Solsen	Very exciting data next week on RinaS. Maybe Sukkeralf could elaborate other possible indications that fit to RinaS ?
	14/3 09:21 af E L	meanwhile Sutro's market cap is ~5% of their 2021 high...
	14/3 09:18 af E L	interesting development on Sutro @Sukkeralf ... they also had an ovarian cancer poster this weekend at SGO. Maybe Genmab has a bit of luck here for a second time, after receiving full control of acasunlimab last summer...
	14/3 07:45 af Stroka	God morgen :-)
	14/3 07:29 af NiklasZ	@StockBull Godt at være konservativ med en "Hold your socks on" vurdering.
	14/3 07:18 af Helge Larsen/PI-redaktør	Godmorgen :-)
	14/3 02:50 af StockBull	såsom omsætning, omkostninger og overskud og danner grundlag for at vurdere fortidens finansielle sundhed og effektivitet. Mens prognoser understøtter proaktiv styring og risikovurdering, sikrer regnskaber dokumentation, overholdelse af lovkrav og historisk indsigt.
	14/3 02:50 af StockBull	Salgsprognoser er et fremadskuende værktøj, der anvendes til at estimere og vurdere fremtidige indtægtsmuligheder og markedsudviklinger. De baseres typisk på en kombination af historiske data, markedstendenser, salgs-pipeline og kendte produkter, hvilket gør dem til et værdifuldt redskab til strategisk planlægning. Regnskaber er derimod en retrospektiv analyse, der giver et detaljeret indblik i en virksomheds økonomiske præstationer i en afsluttet periode. De fokuserer på faktiske resultater
	14/3 02:40 af StockBull	Acasunlimab er sat til 0 i mit skema, og som nævnt vil PE og dermed Acasunlimab blive vurderet højere, når data understøtter det. Den samlede vurdering er derfor mere konservativ end tidligere, hvor Acasunlimab blev tillagt en højere værdi. Dette skyldes, at jeg ikke ønsker at forudse potentielt exceptionelle data. På nuværende tidspunkt er det kun Rina, der er blevet værdisat.