Genmab

	9/12 17:42 af gentogen	Det tror jeg ikke: Under our agreement with Janssen, Genmab is eligible to receive milestones and receives royalties between 8% and 10% on net sales of RYBREVANT, a mid-single digit royalty on net sales of TECVAYLI, and a mid-single digit royalty on net sales of TALVEY, all of which are subject to a reduction of such royalty payment in countries and territories where there are no relevant patents (as defined in the agreement), among other reductions.
	9/12 16:20 af E L	small new University trial- Epcoritamab and Lenalidomide in Treating Patients With Refractory or Relapsed Immunodeficiency-Related Large B-Cell Lymphoma (link)
	9/12 16:19 af Sukkeralf	Gentogen står der i årsrapporten noget om forskellen på den oprindelige aftale og udvidelsen et år eller to senere?
	9/12 16:18 af Sukkeralf	GB hvor ved du fra Genmab har leveret den ene arm til Tec eller Tal?
	9/12 15:13 af gentogen	Begge er ifølge årsrapporten mid-single digit (hvilket selvfølgelig godt kan være 4)
	9/12 14:03 af GeorgeBest	Royalty på tec og tal er low single digit. Nærmere 4%. Tec og tal indeholder kun et molekyle fra Genmab.Det er kun rybrevant der har high single digit, da begge molekyler kommer fra Genmab.
	9/12 12:22 af Sukkeralf	Formentlig 6-8%
	9/12 10:34 af w	hvad er royalty satsen på Tec?
	9/12 09:34 af Solsen	Tror godt at JNJ udnytter optionen, hvis erzo differentierer sig fra faspro. Der er usikkerhed til prisen de kan forlange for faspro efter patentudløb på dara. Men kommer det prispres ikke fra US m.v. så vil der ikke blive solgt meget erzo før faspros patent udløber.
	9/12 08:08 af ProInvestorNEWS	Servicemeddelelse: Efter serverskiftet i weekenden kører vores newsfeed desværre ikke pt. Vi arbejder på at få løst problemet.
	8/12 23:36 af Solsen	(link) (link) (link)
	8/12 23:33 af Solsen	Some slides on tec (link)
	8/12 23:23 af E L	and if SuperDara works maybe they can also make a SuperTec ;-)
	8/12 23:22 af E L	true on Tec, but that development can't be stopped- if it isn't Tec then another BCMA engager; at least genmab gets a royalty now
	8/12 23:20 af E L	thanks Helge
	8/12 23:13 af Bulder	data=dara
	8/12 23:12 af Bulder	A few years ago we all dreamt of the tec-dara combo. Now we must face that it Can be hard to beat for erzo. What we Can hope for is that erzo is still much better than data, and thus the tec-erzo combo Will be the combo to end all combos.
	8/12 22:22 af Solsen	TECVAYLI® is also impressing with 100% MRD in combo faspro etc. Looks like cure, but long term followup will show. Hard to se superdara can do better, but time will show.
	8/12 22:09 af Helge Larsen/PI-redaktør	E L..Thank you from the bottom of my heart for your daily tireless distribution of big and small news from Genmab and the pipeline. :-)
	8/12 20:58 af E L	TECVAYLI® (teclistamab-cqyv) demonstrates potential as frontline combination therapy for patients with newly diagnosed multiple myeloma (link)
	8/12 20:56 af E L	DARZALEX FASPRO® (daratumumab and hyaluronidase-fihj) shows 51 percent reduction in risk of progression to active multiple myeloma for patients with high-risk smoldering multiple myeloma (link)
	8/12 20:54 af E L	‘Double-Barreled’ Drug Shows Early Promise for Blood Cancer (link)
	8/12 20:26 af E L	slides - #ASH24 \| Alexey Danilov: epcoritamab monotherapy in patients with R/R #chroniclymphocyticleukemia: results from #CLL expansion and optimization cohorts of Epcore CLL-1 (link)
	8/12 20:25 af E L	Exploring New Frontiers in Chronic Lymphocytic Leukemia (CLL) Treatment: A Q&A With City of Hope’s Dr. Danilov (link)

	8/12 20:24 af E L	Bispecific Antibody Elicits High Responses Among Patients With Heavily Pretreated CLL - Epcoritamab - (link)
	8/12 20:23 af E L	Investigational Epcoritamab (DuoBody® CD3xCD20) Monotherapy Achieves High Overall and Complete Response Rates in Clinical Trial of Patients With Relapsed or Refractory (R/R) Chronic Lymphocytic Leukemia (CLL) in Preliminary Analysis (link)
	8/12 17:17 af RLFB	I believe upside between 200% and 300% can be realized in the medium- to long-term, and that it can be significantly higher in the long run if some of the pipeline assets live up to the company’s expectations.
	8/12 16:11 af ProInvestorNEWS	Onsdag d. 11. december...... Genmab vil holde sin Forsknings- og Udviklingsopdatering og gennemgang af de data, der præsenteres i forbindelse med for American Society of Hematology, ASH’s, årlige møde. Begivenheden, der løber af stablen onsdag klokken 17, har ikke noget med det generelle program at gøre.
	8/12 16:05 af w	….og f orfatteren forventer ikke opt in
	8/12 16:04 af w	(link)
	8/12 16:03 af w	Genmab Is Too Attractive To Ignore
	8/12 11:53 af E L	yeah, and epco the lowest of the 3 here
	8/12 11:48 af Solsen	Looks manageable :-)
	8/12 11:42 af E L	(link)
	8/12 11:41 af E L	by chance this article today, shows- There are limited data on the use of G-CSF in anti-CD20 BsAbs. In a study of mosunetuzumab for R/R B-NHL, a total of 60/218 (27.5%) patients experienced a neutropenic event, and 41/60 patients (68.3%) received G-CSF, with a positive response in 39/41 patients (95.1%). A phase I trial of glofitamab noted that G-CSF was administered in 37 patients (21.6%), while a dose-expansion phase I/II study of epcoritamab noted that only 10.1% of patients required G-CSF
	8/12 11:40 af Solsen	Thanks EL
	8/12 11:32 af E L	"In the event of febrile neutropenia, patients should be evaluated for infection and managed with antibiotics, fluids and other supportive care, according to local guidelines." "Of the 105 patients who had neutropenia/neutrophil count decreased events, 61% received G-CSF to treat the events" (link)
	8/12 10:53 af Solsen	Only negative is neutropenia. Do we know what they are doing with that - treatment ?
	8/12 10:47 af E L	The Fixed duration regime is offcourse a response to glofitamab competition- this poster suggests it may be better to keep treating to progression (for some patients?) (link) @DrRaulCordoba #ASH24 Interesting study : “Treatment to progression vs FDT efficacy of #epcoritamab: a modeling and simulation study”
	8/12 10:38 af E L	slides- Fernando Martín Moro @Fer_martinmoro Fixed-Duration Epcoritamab + R2 in R/R Follicular Lymphoma: 2-Year Follow-up from Arm 2 Epcore NHL-2 Trial (link)
	8/12 10:21 af E L	the press release from AbbVie -- (link)
	8/12 08:55 af Solsen	2 års overlevelse i FL relapsed er 90% og er imponerende. Epco bliver et stort aktiv.
	8/12 08:48 af Henrikhot	Investigational Epcoritamab (DuoBody® CD3xCD20) Combination Therapy Demonstrates High Response Rates in Clinical Trial of Patients With Relapsed or Refractory (R/R) Follicular Lymphoma (FL). (link)" style='color:#1C2736;'>(link) (link)" style='color:#1C2736;'>(link)
	6/12 21:00 af E L	(link)
	6/12 20:24 af E L	Genmab @Genmab We are presenting new clinical data at #ASH24 across subtypes of non-Hodgkin’s lymphoma (#NHL), a type of cancer that affects the lymphatic system, usually found in the lymph nodes. Swipe to learn more about this disease and how it can affect patients. (link)
	6/12 16:58 af Riis7	Det hvis os bare en omgang ai de bruger;-) måske sælge Genmab og købe nogle ai aktier ;-) nvidia har vækst;-)
	6/12 15:58 af M_T_A	@Bulder hehe, synes dog tit at Simplty har værdiansættelser helt hen i vejret. :) Kigger man på forudsætningerne fra beregningen antager beregningen en FCF på nuværende 6 mia som vokser til underkanten af 20 mia i 2030, og fortsætter i samme tempo. Er dette en realistisk projektion? Hmm :D
	6/12 15:17 af Bulder	En fair value, der er til at forstå ;-) (link)
	6/12 13:06 af ProInvestorNEWS	Teknisk analyse på Genmab (link)
	5/12 18:00 af ProInvestorNEWS	Danmark har flere store virksomheder, som danskerne er stolte af, og som er blevet til folkeaktier. Men det seneste års tid har der været udfordringer, som har fået nogle danskere til at søge grønnere græsgange. Lyt med, når Helge Larsen kigger på udfordringerne hos to af folkeaktierne - nemlig Vestas og Genmab. (link)