Genmab

	5/11 22:58 af Solsen	Næppe. Men hvor stor en kapacitet kan man opstille til CAR-T og hvor meget har Medicare råd til ?
	5/11 22:47 af Bulder	Ja, det er jo imponerende responser i 4. linje eller senere. Kan erzo næppe hamle op med.
	5/11 22:38 af Solsen	Dette skulle være en konkurrent til Carvykti (link)
	5/11 22:01 af Raun	Det kunne være dejligt at DK kører med på US optimisme. Men vi så faktisk lidt det samme billede mandag, og det var DK ret ligeglad med..... Men dog en dobbelt så stor omsætning ift. hvad US plejer...
	5/11 21:24 af Bulder	Kan være dagens epco-medd har fået nogen til at indse at Genmab er andet og mere end dara.
	5/11 21:17 af Bulder	Hm, ads’en ligger i 1558 under pæn omsætning.
	5/11 20:04 af E L	another one then for you ;-) Genmab to Present at Jefferies London Healthcare Conference (link)
	5/11 19:13 af lahn1	Nææ en PR fra Gmab det var lige godt s…..
	5/11 18:51 af E L	Genmab to Showcase Strength and Breadth of Comprehensive Epcoritamab-bysp Development Program at 2024 American Society of Hematology (ASH) Annual Meeting (link)
	5/11 17:29 af gentogen	!!! Fixed-duration epcoritamab + R-CHOP induced deep, durable CRs (24-mo estimated duration of CR, 83%) and high rates of MRD negativity (91% of evaluable patients), leading to long-term remissions (24-mo estimated OS, 87%)
	5/11 17:22 af E L	ASH24 Mim8 (denecimig) (link) (link)
	5/11 17:09 af E L	SITC24 another Genmab abstract (but don't ask me to explain...) 1382 In-situ subtyping of γδT cells in the tumor microenvironment with spatially resolved transcriptomics (link)
	5/11 16:53 af E L	at the time of the decision they said something like; even if it is a success, we will still get something -since they will get some royalties- but we don't have to fund the Ph3 trial
	5/11 16:51 af Plimsoller	Thank you.
	5/11 16:50 af Plimsoller	Ok, so a cost cutting exercise which hopefully turns out to be a bad decision for them.
	5/11 16:50 af E L	they have to make choices, and already have a few 100% owned programs for the same target
	5/11 16:49 af E L	Costs going through the roof with lower covid sales as expected
	5/11 16:48 af E L	No. I think you have to see it in the light of this, from Biontech results: (“R&D”) expenses were €550.3 million for the three months ended September 30, 2024, compared to €497.9 million for the comparative prior year period. For the nine months ended September 30, 2024, R&D expenses were €1,642.4 million, compared to €1,205.3 million for the comparative prior year period.
	5/11 16:47 af Plimsoller	My question is about Acasunlimab (should you have any doubts).
	5/11 16:45 af Plimsoller	Thank you E L. I don't understand half of it, but it at least seems positive. What I don't understand is why Biontech opted out. Is there anything in those links indicating why that could be?
	5/11 16:44 af E L	SITC24 The combination of HexaBody®-OX40 with PD-(L)1 blockade potentiates agonistic activity in vitro and antitumor activity in vivo -GEN1055 (link)
	5/11 16:41 af E L	SITC24 Traverse Biotech is developing TB-Bs1, a CD3xROR2 bispecific antibody generated using the DuoBody(R) platform, (link)
	5/11 16:41 af Bulder	Sorry
	5/11 16:39 af E L	SITC24 Duo ® Body -EpCAMx4-1BB (BNT314/GEN1059) (link)

	5/11 16:38 af E L	Bulder i think that is from an earlier SITC, a few years ago ?
	5/11 16:32 af E L	SITC24 Acasunlimab (link) & (link)
	5/11 16:30 af Bulder	Gen1042: Conclusions DuoBody-CD40×4-1BB demonstrated biologic and early antitumor activity with a favorable safety profile in patients with advanced solid tumors. Expansion cohorts, including combination therapy with PD-1 inhibitors, are currently enrolling.
	5/11 16:11 af E L	Here you can find the SITC abstracts (link)
	5/11 15:58 af Bulder	of which 17 Are oral.
	5/11 15:25 af E L	(link) ASH abstracts available. Getting 64 hits when searching for epcoritamab... good luck...
	4/11 14:46 af E L	small new trial - Epcoritamab for the Treatment of Relapsed or Refractory Post Transplant Lymphoproliferative Disorders (link)
	4/11 14:24 af JKY_VH	Raun 14:46, du har (desværre) fuldstændig ret :-D
	4/11 14:22 af gentogen	None of them are recruiting any more, so the fimnancial impact is probably very low (if any)
	4/11 14:14 af E L	the acasunlimab Ph 1 / 2 trials still show in the presentation, I guess they will continue to contribute financially to these until finalised?
	4/11 14:11 af E L	BioNTech 3rd Quarter 2024 Financial Results & Corporate Update presentation (link) -GEN1042 update expected in 2025.
	4/11 13:46 af Raun	@JKY_VH kl. 12.31... Kursmæssigt sker der jo som sædvanligt ikke noget, med disse positive artikler. Men vi skal da være glade, så længe artiklerne ikke har en modsat negativ klang. - Så ryger vi jo lige lukt i hullet
	4/11 09:52 af gentogen	part
	4/11 09:51 af gentogen	This combo (in various forms) is also art of Innova TV207 (link)
	4/11 07:41 af E L	@peter ok, yes, that's right. But that Japan data was still mono, just TV. Primary Completion date for the combination trial -also with Pembro- is end of the year, so hopefully we'll see some encouraging data on that Q1 25
	4/11 07:10 af ProInvestorNEWS	Mandagens aviser med Carlsberg, Genmab og NNIT (link)
	4/11 07:06 af ProInvestorNEWS	Danske aktier 2024: Bedre end sit rygte, men 11 selskaber skylder afkast og en god forklaring (link)
	3/11 21:11 af peter12	@EL I think Tivdak + pembro could be a good combo (link)
	3/11 12:31 af JKY_VH	Julia Angeles, porteføljeforvalter, Baillie Gifford “Genmabs nuværende aktiekurs afspejler selskabets eksisterende forretning, men markedet tillægger ikke nogen værdi til potentielle fremtidige lægemidler,” forklarer hun. Analytikerne, der ifølge Bloomberg dækker aktien, ser i gennemsnit et kurspotentiale på over 50 pct. i aktien."
	3/11 12:19 af JKY_VH	(link)
	3/11 12:19 af JKY_VH	Milliardforvalter: Genmab-aktien er billig, selv hvis de fejler
	3/11 07:23 af E L	@peter not sure what you are trying to explain there?
	2/11 10:43 af gentogen	Det eneste aktive studie i 1046 er det ene nye fase 3. Alt andet er så godt som afsluttet. Det ene fase 3 koster måske en lille halv milliard ekstra at gennemføre alene, men når man som Genmab har pengene er det ingenting imod den potentielle gevinst. Jeg tror ikke, at Genmab i øvrigt vil bruge mange penge på flere fase 3 her og nu. Og ved succes kan de selv sætte prisen for en ny partner.
	2/11 09:36 af Sukkeralf	Mon der bliver ryddet lidt op i pipelinen ved dette regnskab
	2/11 09:35 af Sukkeralf	Tror også det bliver lidt info på post ASH seminaret - måske før hvis det ser meget skidt ud og måske senere hvis det er ekstremt lovende.
	2/11 09:22 af Bulder	Hvis det kun er topline kommer de vel ikke med på selve ASH. Men Genmab plejer at afholde en post-ASH i eget regi.