Genmab — Juli 2014
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er dette mon forklaringen på dagens stigning ..linket fra Dovi1960 på EI: "Genmab {Ticker: GEN.CO, Closing Price: 215.70 DKK, Target Price: 270.00 DKK, Recommendation: Buy} Competitor MorphoSys to explore more frequent dosing of MOR202 MorphoSys yesterday announced that it will no longer present Phase I/II clinical data for its CD38 antibody MOR202 in 2014. The data had been planned for presentation at the American Society of Hematology meeting, December 6-9.
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The delay reflects a decision to initiate additional arms to the ongoing Phase I/II trial to explore more frequent dosing i.e. once-weekly vs once-fortnightly, both with and without concomitant dexamethasone. As a reminder, no clinical data for MOR202 has yet been presented. MOR202 combination Phase I/II trials to start “around the end of the year”
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addition, to announcing an extension to its Phase I/II trial, MorphoSys announced that a first combination trial of MOR202, with Celgene’s Revlimid and Pomalyst, will be initiated “around the end of 2014”. As a reminder, Janssen first initiated a Phase I combination trial of daratumumab in June 2012 (implying a 2.5 year lead over Celgene/MorphoSys).
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MorphoSys continue to believe there are opportunities to narrow this gap between it and competitors by targeted development in “specific patient populations”. We believe one option could be a randomised Phase II/III trial with and without Pomalyst in patients refractory to Velcade/Revlimid (third-line).
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