David Mygind Founder SLL dealer network på Linkedin d. 8 februar 2019:
"The groundbreaking Tisotumab Vedotin data from the Innova201 study is another example of world class antibody capabilities. It underlines once more how Genmab turns science into medicine and seems poised to dominate the immuno oncology scene of the future.
It is important to remember what the CEO said about Tisotumab Vedotin when the drug received its first media attention roughly 5 years ago.
http://bit.ly/genmab-could-be-hatching-golden-egg
The article in Borsen explained how Tisotumab Vedotin could be "THE BIG ONE". The safety profile was highlighted as something that could be problematic given that the molecule is 100 times more toxic (efficacious) than the most potent forms of chemotherapy.
The title describes Tisotumab Vedotin as a golden egg to be hatched. The data published yesterday in the Lancet of Oncology proves that something very valuable is indeed being hatched at Genmab. The data clearly shows manageable side effects while also revealing unparalleled efficacy in the late stage treatment of cervical cancer. This makes the drug destined for market launch in 2020 and it paves the way for quick penetration into the earlier lines of treatment.
The fact that mainstream media reported on the trial results today is a sign that awareness is bound to skyrocket soon. It is heartwarming to know that Tisotumab Vedotin will soon become available for cancer patients who exerted all other options. However, it is also exciting to consider how much value this will create for Genmab who are now again in the early days of another "oncology homerun" that will impact the prevailing treatment paradigm in several types of solid cancer.
I predict that Tisotumab Vedotin becomes a blockbuster drug that edges towards 2 billion in sales already within 5 years from now. The analysts have completely missed the boat and they will need to catch up rather sooner than later. The NPV implications will be staggering as we learn more over the next 1-2 years. Congratulations to Genmab, to the patients and to the shareholders.
BBC today (listen from 15 minutes and ahead):
https://www.bbc.co.uk/sounds/play/w172w1fzmnv6fx7
Daily Mail (tabloid press - highly unusual mainstream coverage):
https://www.dailymail.co.uk/health/article-6678373/Trojan-horse-drug-attacks-tumours-inside.html (edited) "
Kilde: https://www.linkedin.com/feed/update/urn:li:activity:6499650791236784128/
9/2 2019 10:50 Helge Larsen/PI-redaktør 1
76681 The Lancet: Tisotumab vedotin in patients with advanced or metastatic solid tumours (InnovaTV 201): a first-in-human, multicentre, phase 1-2 trial
Prof Johann S de Bono, MD
Prof Nicole Concin, MD
David S Hong, MD
Fiona C Thistlethwaite, MBBChir
Prof Jean-Pascal Machiels, MD
Hendrik-Tobias Arkenau, MD
et al.
Published:February 07, 2019DOI:https://doi.org/10.1016/S1470-2045(18)30859-3
Læs mere:
https://www.thelancet.com/journals/lanonc/article/PIIS1470-2045(18)30859-3/fulltext
Prof Johann S de Bono, MD
Prof Nicole Concin, MD
David S Hong, MD
Fiona C Thistlethwaite, MBBChir
Prof Jean-Pascal Machiels, MD
Hendrik-Tobias Arkenau, MD
et al.
Published:February 07, 2019DOI:https://doi.org/10.1016/S1470-2045(18)30859-3
Læs mere:
https://www.thelancet.com/journals/lanonc/article/PIIS1470-2045(18)30859-3/fulltext
11/2 2019 09:46 Helge Larsen/PI-redaktør 076689 Hidsig omtale af Tisotumab Vedotin:
https://www.sciencealert.com/this-new-trojan-horse-drug-has-successfully-treated-6-types-of-tumour
https://www.sciencealert.com/this-new-trojan-horse-drug-has-successfully-treated-6-types-of-tumour
