Genmab

	26/10 06:12 af ProInvestorNEWS	USA/lukning: Rentefald sendte aktier op - Tesla, Apple i front (link)
	26/10 06:11 af ProInvestorNEWS	Godmorgen :-)
	26/10 05:58 af Helge Larsen/PI-redaktør	Godmorgen :-)
	25/10 21:47 af Sukkeralf	(link)
	25/10 13:58 af bikube	Tak.
	25/10 13:49 af bikube	Hvad er royalti% til Genmab på Kesimpta?
	25/10 12:18 af E L	Genmab-middel tæt på blockbustersstatus – Novartis øger salget 172 pct (link)
	25/10 10:57 af ProInvestorNEWS	Få overblik over de mange kommende regnskaber med ProInvestors Finanskalender. (link)
	25/10 10:14 af E L	yes, because of the old one is why i doubted, but it seems legit (link)
	25/10 10:13 af Sukkeralf	Nice and exciting - something new to dig into
	25/10 10:10 af Bulder	anti-glycan seems new. The other is from 2001
	25/10 10:09 af E L	scancell +33% so must be a new deal
	25/10 10:05 af E L	is this something real or did someone mix up old news....?
	25/10 09:58 af E L	Genmab and Scancell Announce Cancer Antibody Product Collaboration — First Disease Target Identified (link)
	25/10 09:58 af E L	must be something new, an 'antitbody' ;-)
	25/10 09:57 af E L	Scancell signs exclusive deal with cancer giant Genmab for anti-glycan antitbody (link)
	25/10 09:52 af E L	in % y/y strongest grower for Novartis, in $$ the second strongest. will be a blockbuster this year already
	25/10 09:46 af Sukkeralf	Flot momentum - begynder at sigte mod 1,2-1,5 milliarder næste år
	25/10 08:36 af ProInvestorNEWS	Selskaber shortet på det danske aktiemarked pr. 24/10-2022 (link)
	24/10 16:00 af E L	kkjoel, our south-east asia correspondent ;-)
	24/10 14:37 af kkjoel	Ja.. samt et par ekstra småinf. om de Japanske operationer, som ikke vælter en bagover...
	24/10 14:36 af Bulder	Tak kkjoel. Der var altså ikke noget nyt hvad angår feltet udenfor cancer. Det han siger her, har han sagt før.
	24/10 14:32 af kkjoel	While setting up an independent system in Japan, Genmab appears to be more cautious about its move in China. “This is, of course, a market that we don’t want to ignore,” he said, but he added that in China, the company will be working with partners based on licensing strategies. [SLUT]
	24/10 14:32 af kkjoel	The Japan arm now has a workforce of over 50 and growing. It plans to add more people as it gears up to establish a scheme for solo development and commercialization...

	24/10 14:31 af kkjoel	Both are being investigated in global PIII trials, with no timeline disclosed for Japan filing...
	24/10 14:31 af kkjoel	In Japan, some Genmab-originated medicines are already available through partners, but not via its Japan outpost. Farthest along in development towards its first stand-alone product approval are two drug candidates. One is tisotumab vedotin, an antibody-drug conjugate (ADC) for cervical cancer, which is approved in the US under the brand name of Tivdak. The other is the bispecific antibody epcoritamab for the treatment of non-Hodgkin’s lymphoma...
	24/10 14:31 af kkjoel	[Nyt afsnit] 50-Plus Employees in Japan...
	24/10 14:30 af kkjoel	to prune costs...
	24/10 14:30 af kkjoel	In the meantime, Dr van de Winkel also spoke about ways to address the challenge of rising drug prices seen in tandem with the diversification of modalities, stressing the need to curb R&D and manufacturing costs to ensure access to medicines. “I think we need to develop medicines more effectively and in shorter periods of time in the future,” said the CEO, explaining that Genmab is looking into an approach to work with data science companies to shorten the development process thereby...
	24/10 14:30 af kkjoel	“The Japanese system is complex and it’s dynamic, but I would argue that also the US system is very complex and dynamic. I mean, there was recent legislation, which is potentially completely changing the reimbursement of medicines in the US,” he said. “Europe is even more difficult to navigate,” he continued, explaining that it takes years for some countries to set prices for new medicines. “I would say that Japan is not necessarily more complex than other systems,” he added...
	24/10 14:29 af kkjoel	Japan has an advanced healthcare system that reimburses for innovative medicines, he said, while also expressing hopes for collaborations with academic and other research institutes...
	24/10 14:29 af kkjoel	On Japan, Dr van de Winkel said that it is a “priority market” alongside the US, with these two being the only countries where Genmab is building out its independent commercial infrastructure. Cancer medicines often fall victim to big price slashes under market expansion re-pricing rules in Japan, but he said that the market is “still very attractive” for innovative companies...
	24/10 14:29 af kkjoel	[Nyt afsnit] Japan Still Attractive...
	24/10 14:28 af kkjoel	Introducing these two examples, Dr van de Winkel highlighted the potential of the company’s drug discovery technologies for the development of products in other therapeutic areas. With increasing profitability, Genmab is now prepping an R&D foray into one additional disease space. “We have not yet finally decided where to go,” said the CEO, noting that the company is testing out multiple candidates preclinically to see which ones could be brought into the clinic for further development...
	24/10 14:28 af kkjoel	Already now, two of the six Genmab technology-based products are on the market outside of cancer. Kesimpta and Tepezza were initially developed by the biotech as cancer therapies, but their licensing partners repurposed them for multiple sclerosis and thyroid eye disease, respectively, during the development process...
	24/10 14:28 af kkjoel	“We have a growing, what we call, recurring income stream (from royalties), which is getting bigger and bigger and bigger. So, we actually are quite well off from a capital perspective. We can actually then use that capital to invest in creating new products and holding onto more product rights,” said Dr van de Winkel in a Tokyo interview on October 21...
	24/10 14:27 af kkjoel	Its current pipeline boasts 20 assets. In recent years, the company has been pivoting away from its original pure out-licensing scheme towards a business model based on codevelopment and stand-alone commercialization, which started to financially pay off from last year. Cancer medicines will remain the growth driver of the company in the coming years...
	24/10 14:27 af kkjoel	Since its inception 23 years ago, the Copenhagen-headquartered biotech has originated 40 pipeline candidates, of which six have been approved to date via partner firms. Among them are major products such as Novartis’ Kesimpta (ofatumumab) and Arzerra (ofatumumab), Janssen’s Darzalex (daratumumab) and Horizon Therapeutics’ Tepezza (teprotumumab)...
	24/10 14:27 af kkjoel	Genmab, a Danish antibody developer focused on oncology, is set to expand its R&D into a new therapeutic area, with the specific target field to be announced next year. The company will harness its bispecific and hexamer formation platforms and steady revenue stream to now generate drugs for non-cancer diseases, CEO Jan van de Winkel told Jiho...
	24/10 14:26 af kkjoel	(link) "Genmab to Branch Out into 2nd Disease Area beyond Cancer, Specifics to Be Unveiled Next Year: CEO....
	24/10 14:26 af kkjoel	Han gav et interview i Tokyo 21.10, fremgår det af artiklen. Paster den her... de kan bare sagsøge, ka' de......
	24/10 14:07 af Sukkeralf	Probably not more than they will disclose the disease area next year - it could be a small thing or it could be bigger
	24/10 13:58 af Bulder	If there is anything new in the article, it will surely pop up in Medwatch soon.
	24/10 13:55 af Bulder	... we will remain open to other potential indications outside of cancer with the ultimate goal of improving the lives of as many people as possible through our innovative and differentiated antibody therapeutics.
	24/10 13:55 af Bulder	Could also just be based on what Winkel said at Q2 CC: We know that our antibody know-how assets and technologies can be applied to diseases outside of cancer. The approval of Novartis's Kesimpta in ofatumumab and a rise in Tepezza to in thyroid eye disease are proof of this. So while we will continue to create and develop new treatment concepts in oncology, ...
	24/10 13:43 af Sukkeralf	Could be E L - but somewhat strange that its the headline of the article.
	24/10 12:57 af ProInvestorNEWS	Investeringsstrateg har godt øje til defensive aktier (link)
	24/10 12:38 af E L	@12.04 dunno... maybe Jan is in Japan or a local manager gave an interview, they have an office there...
	24/10 12:05 af Sukkeralf	If Janssen dont take the HexaCD38 option RA would be the obvious
	24/10 12:04 af Sukkeralf	But why is this mentioned in Pharma Japan