Genmab

	1/6 10:57 af Solsen	Både Rina-S og Peto er i en presset konkurrence med andre stoffet.
	1/6 10:55 af Solsen	JNJ har sendt en sBLA. Studiet ekskluderede hpv positive pts.
	1/6 10:50 af Solsen	Thanks EL
	1/6 10:48 af E L	RYBREVANT, Genmab receives royalties between 8% and 10% on net sales with J&J reducing such royalty payments for Genmab’s share of J&J’s royalty payments made to Halozyme; payments are further reduced in countries and territories where there are no relevant patents.
	1/6 10:42 af Solsen	Tror ikke vi kender dem præcist. Men de er tie red og både single og double digit.
	1/6 10:31 af Helge Larsen/PI-redaktør	E.L. That sounds plausible.
	1/6 10:23 af E L	Genmab has deep knowledge about Rybrevant; they have most certainly judged and compared that competition when buying Peto...
	1/6 10:12 af Raun	@Solsen "pæne royalties" for Rybrevant - er det ikke kun 8-10%?
	1/6 09:57 af Helge Larsen/PI-redaktør	Solsen..Der er vel ikke noget nyt i at Peto er under et vist pres.
	1/6 09:45 af LP90	Solsen Tak :-)
	1/6 09:42 af Solsen	Sandsynligvis. Men Genmab har pæne royalties på Rybrevant. ORR på 42% virker ikke håbløst for Peto. Men markedet frygter vel at Merus købet var en skidt beslutning.
	1/6 09:38 af LP90	er det nyhederne fra Johnson & Johnson der gør vi falder forholdsvis igen ?
	1/6 07:12 af E L	RYBREVANT FASPRO™ (amivantamab and hyaluronidase-lpuj) pivotal data show strong and durable responses in advanced head and neck cancer where options remain limited (link)
	31/5 20:39 af Solsen	Du er altid på forkant Helge :-)
	31/5 20:35 af ProInvestorNEWS	Solsen...Jeg står som sædvanligt tidligt op om søndagen og læser The Guardian. Det gør de ikke på TV2. ;-)
	31/5 19:54 af Jonas2	De nævner vist ikke at der er et dansk firma involveret i produktet...
	31/5 18:29 af Solsen	Et vist pres på peto ;-)
	31/5 16:27 af Solsen	Nået til dagspressen, der så kalder behandlingen vaccine (link)
	31/5 08:26 af Helge Larsen/PI-redaktør	Derudover præsenteres der data for stoffets virkning mod fremskreden tarmkræft (OrigAMI-1).
	31/5 08:26 af Helge Larsen/PI-redaktør	Ud over disse data i hoved- og halskræft fremlægger J&J også opdaterede langtidsdata fra det såkaldte CHRYSALIS-2 studie, som viser markant forlænget overlevelse, når amivantamab kombineres med lægemidlet lazertinib til patienter med lungekræft med særlige EGFR-mutationer.
	31/5 08:22 af Helge Larsen/PI-redaktør	Det konkrete studie, som The Guardian beskriver (OrigAMI-4), præsenteres på ASCO konferencen med de opsigtsvækkende resultater for patienter med fremskreden hoved- og halskræft.
	31/5 08:15 af ProInvestorNEWS	Et nyt internationalt forsøg viser, at en indsprøjtning med amivantamab kan fjerne hele svulster og skrumpe kræftknuder hos alvorligt syge patienter. Behandlingen virker ved at blokere kræftcellernes vækst og aktivere immunforsvaret, hvilket har vist effekt på patienter, hvor anden behandling har fejlet Læs den fulde artikel hos The Guardian. (link)
	29/5 20:29 af E L	RYBREVANT® (amivantamab-vmjw) plus LAZCLUZE® (lazertinib) demonstrates prolonged clinical benefit as a first-line treatment for atypical EGFR-mutated non-small cell lung cancer (link)
	29/5 19:00 af lahn1	Yes it is taking center stage with those effecacy numbers (practice changing for relapsed). No hard feeling towards JNJ for not opting in on Hexabody-CD38, unfortunately

	29/5 16:06 af E L	Teclistamab is on fire at ASH... everyone is tweeting about it...
	29/5 14:49 af Solsen	Teclistamab (link)
	29/5 11:46 af E L	Safety and Efficacy of HexaBody-DR5/DR5 in Malignant Solid Tumors: Phase 1/2a Results and Translational Insights Into Observed Hepatotoxicity (link)
	29/5 09:53 af E L	Context: Because Tivdak utilizes phagocytosis to clean up tumor cells, Stanford's broad European patent was a direct threat to Tivdak's long-term commercial growth and future iterations in Europe.
	29/5 09:52 af E L	Stanford University has relinquished its European patent for a type of cancer treatment following a challenge from Pfizer and Danish biotech company Genmab, an appeals panel found in a ruling released Thursday (link) (link)
	28/5 06:57 af ProInvestorNEWS	Danske aktier i USA: Genmab og Novo endte lidt under slutniveauet i København (link)
	28/5 06:42 af E L	UK’s NICE approves reimbursement of Genmab’s cervical cancer antibody drug (link)
	27/5 15:15 af E L	so they are adjusting # patients in the RAINFOL-02 trial down to adjust for the separated China trial (link)
	27/5 12:26 af E L	Truist Securities analyst Gregory Renza assumes coverage on Genmab A/S (NASDAQ: GMAB) with a Buy rating and a price targe of $40 (new analyst, previous had $48 i think...)
	27/5 12:25 af E L	yes.. it is difficult to get these reports for non-clients...
	27/5 10:56 af w	it would be nice to see the data behind these targets
	27/5 09:11 af E L	Eva Fortea Verdejo Wells Fargo Buy $40.00 Maintained - - Michael Schmidt Guggenheim Buy $40.00 Maintained 26 5 2026
	26/5 16:12 af E L	Rinatabart Sesutecan trial RAINFOL-01 adds a monotherapy PROC cohort and some extra patients, can't immediately see what the difference is with other arms (link)
	26/5 10:22 af E L	Elahere is competition for rinatabart sesutecan, not for Epco. The 2 ASCO posters on rina were only informing of the 2 new Ph3 trials and it's methods. Data will come later.
	26/5 00:00 af Legolas23	vigtigste differentierende punkt versus Elahere?
	25/5 15:28 af E L	good find gentogen
	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)