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The $170 Billion Patent Cliff Revolutionizing Biotech Acquisitions and Investments The looming $170 billion patent cliff is reshaping the biotech landscape with increased acquisitions and late-stage platform investments as firms rush to adapt. Insights revealed.

The $170 Billion Patent Cliff Revolutionizing Biotech Acquisitions and Investments #None #Oncolytics_Biotech #AbbVie #Genmab

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Denmark's #Genmab has decided not to continue the development of a drug for #cancer, acasunlimab, which had reached phase 3 testing, after a #review of its medicines #pipeline.

pharmaphorum.com/news/genmab-...

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BillionToOne Welcomes Anthony Pagano as New Audit Committee Chair and Board Member BillionToOne, a leader in molecular diagnostics, appoints Anthony Pagano to its Board of Directors, reinforcing its commitment to innovation and growth.

BillionToOne Welcomes Anthony Pagano as New Audit Committee Chair and Board Member #United_States #Menlo_Park #BillionToOne #Genmab #Anthony_Pagano

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Genmab's Historic Acquisition of Merus: A EUR 8.0 Billion Deal Genmab's acquisition of Merus for USD 8.0 billion marks a significant milestone in European biotech, spotlighting innovative cancer therapies.

Genmab's Historic Acquisition of Merus: A EUR 8.0 Billion Deal #None #EQT_Life_Sciences #Merus #Genmab

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Pharmalittle: We're reading about a new GSK CEO, AstraZeneca's stock listing, and more GSK announced that Luke Miels, the company’s chief commercial officer, will take over as CEO on Jan. 1, replacing Emma Walmsley

Pharmalot.. Pharmalittle.. Good Morning: We’re reading about a new GSK CEO, AstraZeneca’s stock listing & more news.. statnews.com/pharmalot/20... #pharma #RSV #GSK #Pfizer #AstraZeneca #Genmab #Pfizer #Novartis #Enanta

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Genmab agrees $8bn takeover of cancer biotech Merus Genmab continues its shift from out-licensing drugs to developing its own drugs with an $8bn deal to buy Merus and its head and neck cancer therapy.

Antibody specialist #Genmab has continued its shift from out-licensing drugs to developing its own medicines with a deal to buy #Merus and its lead drug candidate for #headandneckcancer for around $8 billion.

pharmaphorum.com/news/genmab-...

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M.Stanley takes neutral stance on Genmab ahead of portfolio, execution updates Investing.com -- Morgan Stanley has begun coverage of Genmab (CSE:GMAB) (NASDAQ:GMAB) with an Equal-Weight rating and a price objective of $24, reduced slightly from the previous $25 target. The Wall Street bank sees limited near-term upside as the most impactful catalysts are expected in 2026. “Given that particular catalysts poised to most likely re-rate GMAB stock are anticipated to occur in 2026, we assume coverage at EW rating and look toward incremental updates on development timelines and commercial execution over the remainder of 2025,” analyst Judah C. Frommer said. Genmab is navigating a transition away from heavy reliance on Darzalex royalties and focusing more on its proprietary pipeline, particularly Epkinly, Rina-S, and acasunlimab. Following Johnson & Johnson (NYSE:JNJ)’s decision not to opt into the HexaBody-CD38 program, Frommer says attention will shift to maximizing internal pipeline value. For Epkinly, a supplemental BLA has been submitted in 2L+ follicular lymphoma based on the EPCORE-FL-1 study. While top-line data showed the study met one of its co-primary endpoints, progression-free survival data are still pending and expected later this year. More significant Phase III readouts for Epkinly in earlier-line DLBCL are scheduled for 2026. “In the near-term however, focus remains on current commercial execution strategy in the 3L+ settings for DLBCL and FL as we await key data updates,” Frommer added. Meanwhile, Rina-S is progressing across multiple indications. At American Society of Clinical Oncology (ASCO), data in endometrial cancer showed response rates of 50% and 47% in two dose cohorts. The company plans to initiate a pivotal Phase III trial in 2L+ endometrial cancer in the second half of 2025 and a separate trial in platinum-sensitive ovarian cancer before year-end. Acasunlimab also remains a focus. Morgan Stanley expects updated Phase II data in 2L+ NSCLC later this year. The Phase III trial, which uses overall survival as the primary endpoint, is anticipated to read out in 2027. In sum, though Morgan Stanley views Genmab’s management execution and pipeline-building strategy as sound, it sees 2026 as a more realistic timeframe for material stock re-rating. In the meantime, “we look toward updates on development timelines and commercial execution over the remainder of 2025,” the bank said.

Click Subscribe #Genmab #MorganStanley #StockMarket #Investing #FinancialNews

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Innovative Achievements in Bio-IT: Celebrating Genmab, NHS England, Pistoia Alliance and Regeneron The Bio-IT World Conference celebrates the remarkable innovative practices of Genmab, NHS England, Pistoia Alliance, and Regeneron, enhancing precision medicine.

Innovative Achievements in Bio-IT: Celebrating Genmab, NHS England, Pistoia Alliance and Regeneron #United_Kingdom #Boston #Genmab #NHS_England #Pistoia_Alliance

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SEB om #Genmab

$JNJ
#finanstwitter

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