Genmab

	29/4 07:37 af ProInvestorNEWS	Genmabs schweiziske partner har fuld fart på salget af sklerosemiddel (link)
	28/4 19:13 af bikube	Kan også være et begrænset antal ADR.
	28/4 17:34 af Raun	Mon ikke det har noget med påsken at gøre?
	28/4 15:17 af Solsen	Gad vide hvorfor de i sidste uge kun købte et begrænset antal egne aktier og på på kph børsen ?
	28/4 12:07 af lahn1	Ja kunne være spændende hvis et af disse programmer var en epco med FcRn binding. Men strengt taget kunne Genmab vel selv udvikle sådan en.
	28/4 09:41 af E L	I have a note that at Jefferies '24 there was mention of 3 programs pre-clinically. However, as Jan has indicated that epcoritamab is possibly the first in an autoimmune indication, i think it is still very early stages
	28/4 09:06 af lahn1	Er der sevet noget ud om samarbejdet med Argenx samarbejdsftale ? Hvad arbejder de på andet end at kombinere deres teknologier og IO noget specifikt? Er der noget nyt?
	28/4 07:46 af E L	The NCCN recommends tisotumab vedotin-tftv (Tivdak) as the only CATEGORY 1 PREFERRED option for second-line or subsequent therapy for recurrent or metastatic cervical cancer. (link)
	28/4 07:46 af E L	Second-Line Sequencing May Hinge on IHC Staining in Cervical Cancer (link)
	28/4 07:31 af JKY_VH	Fra MW "Genmab har fået skåret sit kursmål til 1990 kr. fra 2970 kr. hos den britiske storbank HSBC, viser data fra Bloomberg. Anbefalingen er uændret "køb"."
	27/4 15:15 af E L	JNJ.N - Q1 2025 Johnson & Johnson Earnings Call TRANSCRIPT (link)
	27/4 14:49 af E L	Rina-S Displays Early Efficacy in Advanced Ovarian Cancer (link)
	26/4 11:08 af E L	(link) - (link)
	26/4 11:07 af E L	Tepezza (teprotumumab) received a positive opinion from the CHMP for the treatment of adults with moderate to severe Thyroid Eye Disease (TED), also known as Graves’ Eye Disease, a rare autoimmune disease that triggers inflammation of muscles, fat, and other tissues around and behind the eyes. Treatment options for moderate-to-severe TED are limited, most patients are treated with corticosteroids and some patients need multiple reconstructive surgeries
	25/4 22:18 af Solsen	(link) De lavede et køb i 2024 på det nævnte stof VEGF-A/PD-L1 på $800 mln.
	25/4 22:15 af Solsen	Biontech kan have valgt forkert da de op.out. på Acasunlimab, idet de også har lagt mange kræfter i deres VEGF/PD-2
	25/4 21:55 af Solsen	Styrker troen på at Acasunlimab kan blive spændende.
	25/4 21:43 af Solsen	Fortsætter tendensen vil forsøget ikke få succes.
	25/4 21:41 af Solsen	Her kom svaret (link) Hazard ration på OS stiger fra første interim analyse på 0,51 til 0,78 i anden interim analyse.
	25/4 19:22 af Solsen	Tickerne er TIL, BNTX, SMMT. Alle nede med mindst 20%
	25/4 19:20 af Solsen	Man bliver vel generelt nervøs for alle lignende stoffer.
	25/4 19:16 af Sukkeralf	Ja hvis de alle falder så meget er det næppe den nyhed
	25/4 19:12 af Solsen	Måske nogle bivirkninger. Men jeg er ikke helt inde i casen, andet end ved den har være hypet en del.
	25/4 19:11 af Solsen	Derfor at Biontech og TIL også falder voldsomt.

	25/4 19:10 af Solsen	Nok heller ikke selve godkendelsen i Kina. Summit der har samarbejde med Akeso om stoffet falder små 40%. Der må være kommet nogle skuffende data frem.
	25/4 19:01 af Solsen	Tak. Muligvis. Og en konkurrent til Acasunlimab vi skal holde øje med.
	25/4 18:59 af Sukkeralf	(link)
	25/4 18:59 af Sukkeralf	Nok snarere denne solsen
	25/4 18:56 af Solsen	Nej alle de nævnte aktier faldt samtidigt midt på dage US-tid.
	25/4 18:55 af Sukkeralf	Thanks E L - we await H2 then :-)
	25/4 18:36 af lahn1	Solsen er det den her fra forleden ? (link)
	25/4 18:33 af lahn1	$JNJ announced that the EGFR/c-MET bispecific antibody, Rybrevant (amivantamab), has been approved by #China #NMPA for a new label: in combination with carboplatin and pemetrexed for locally advanced or metastatic non-sq NSCLC carry EGFR Ex19del and exon 21 L858R mutation, and disease has progressed during or after treatment with EGFR TKIs. The approval is based on data from the MARIPOSA-2 Ph3 study.
	25/4 18:10 af Solsen	Biotech der har VEGF/PD-1 bispecific i forsøg i NSCLC er faldet kraftigt for en times tid sinden. BNTX, TIL, SMMT m.fl. Er der nogen der kan se nyheden ?
	25/4 15:46 af E L	Jan : Then finally, to top it off, Rajan, I can tell you that not only we, but also a part of BioNTech is very excited about what we have seen up to now with 1042. We need more data, as Judith already alluded to. But we also think there is a great potential for combining 1042 with different ADCs and other concepts that both companies are working on. So I think exciting times. We'll need a bit more data to get more, a better feeling for durability, but a high level of excitement.
	25/4 15:46 af E L	@Sukkeralf Feb25: let's move on to Judith to speak a bit about timing for 1042 - - Yes, thank you. And thank you for the question. So as we put in the slide, it's by 2025. I cannot be more precise at this point because, as you know, durability is key for IL. And we need to assess durability on first line and then, undergo the prioritization within our own pipeline. And head and neck externally is moving as well. And we will come with all these data sets more likely by the second half of the year
	25/4 15:05 af E L	so can we estimate roughly $100mn total for the quarter for Epkinly? vs Roche Columvi 60m+ Lunsumio 21m=81CHF =~$89mn
	25/4 14:15 af Solsen	Husk Abbvie rapporterer Epkinly med noget revenue og en del som profit share.
	25/4 14:13 af Solsen	I Q424 var samme rapporterede tal $40 mln. Så 25-30% q/q stigning på epkinly.
	25/4 14:07 af Solsen	Global Elahere net revenues were $179 million
	25/4 14:07 af Solsen	Abbvie rapporterer $51 mln i Q125 for epkinley. Fremgang på 90% ift ssamme kvartal sidste år.
	25/4 09:04 af Sukkeralf	Hvornår mon Genmab/BioNTech har tænkt sig at give os data på GEN1042. Håber på enten ASCO eller EHA - og drømmen er stadig at de overrasker. Eller skal vi mon helt frem til efteråret ved SITC eller ESMO. Nogen der ved noget?
	24/4 17:30 af Raun	Thank you E L for t his emotional story
	24/4 16:59 af E L	this patient still surviving on epcoritamab (link)
	24/4 15:41 af E L	'Halozyme sues Merck over alleged patent infringement' - everyone sueing everyone in this industry :(
	24/4 13:26 af E L	The data showed anti-tumor activity, delayed tumor outgrowth and prolonged survival for the combination treatment compared to both single treatments. The immunomodulatory activity of BNT314/GEN1059 was further potentiated in combination with PD-1 blockade.
	24/4 13:26 af E L	BioNTech at AACR 2025 -Preclinical data for the EpCAMx4-1BB antibody candidate BNT314/GEN1059, which is being developed in collaboration with Genmab S/A (“Genmab”), will be presented in a poster session. BNT314/GEN1059 was evaluated in combination with PD-1 inhibition in a tumor model unresponsive to each single treatment. (link)
	24/4 12:51 af Solsen	Ikke meget udvikling i Ocrevus salget ud over prisstigning. De to andre bispecific heller ikke imponerende. Håber Kesimpta og Epco kan udvise lidt bedre tendenser.
	24/4 11:57 af E L	Roche Ocrevus sales Q1 25 CHF 1778mn, Columvi 60m, Lunsumio 21m ( via (link) )
	24/4 08:22 af bibob	:-)
	24/4 08:22 af bibob	God morgen.