Genmab — Januar 2018

[Bulder]

Men dog kun præklinisk. Så selv om de kan noget, så er de bagud.

[Solsen]

https://oncozine.com/new-combination-leads-personalized-cancer-treatment-2-0/ Lidt mere historie om AXL mv

[JDam]

Axl-107-mmae: ...well tolerated up to 6 mg/kg in cynomolgus monkeys. ....results support the initiation of NCT02988817.

[Sukkeralf]

Ohad Hammer blev spurgt til Axl og BergenBio og svarede:

[Sukkeralf]

Bouschka (BerGenBio) – Intersting approach to tackle EGFR resistance not driven by T790M, Axl is a very intriguing target but still not validated. So far data are not very compelling, I would hope to see objective responses if Axl is truly a primary resistance switch. I like the trial design, though, wish more IO drugs (e.g. NKTR) would be evaluated that way…

Ohad

[Sukkeralf]

Her en fin præsentation fra BergenBio:

[Sukkeralf]

http://www.bergenbio.com/wp-content/uploads/2018/01/2018_Biotech-Showcase_BerGenBio_Jan9.pdf

[Sukkeralf]

Slide 33 og 35 viser fint potentialet - Bergenbio er den førende med en ren Axl inhibitor, men Genmab er godt på vej og med en meget mere avanceret løsning.

[Bulder]

Det mere avancerede består vel så i at Genmabs mAb kombineres med BRAF-MEK-hæmmere? Men kan Bergenbios AXL-hæmmere ikke også kombineres med disse?

[Helge_LarsenPI-redaktør]

God morgen.

[JKY_VH]

Underligt, at der stadig findes aftenhandler. Nordea har lukket denne mulighed pga Mifid 2 og det bør vel også omfatte alle andre pengeinstitutter? God morgen.

[Parasitism]

God morgen

[E_L]

As nice as this sounds, it isn't really correct, is it? : "For the first time, an approach to target different cell groups within single tumors based on their respective characteristics has been developed by the scientists from Netherlands Cancer Institute in Amsterdam, in collaboration with the biotechnology company Genmab A/S" http://www.biovoicenews.com/personalized-cancer-treatment-2-0-new-combination-strategy-developed/

[OHW]

Hvis det var rigtigt og almindeligt anderkendt, så ville aktiekursen være på vej mod himlen...men det er den ikke

[GeorgeBest]

When did Winkel say we could
expect first AXL data? 2018 or 2019?

[GeorgeBest]

OHW - nu ved vi jo at analytikere ikke vil tillægge prekliniske data nogen synderlig værdi! Så almindelig anerkendt er det først i deres verden når der er resultater fra klinikken

[E_L]

As of December 2016, there were at least eight other compounds in clinical or preclinical development that target AXL or its ligand....etc https://www.biocentury.com/bc-extra/preclinical-news/2018-01-15/combination-therapy-could-treat-tumors-resistant-mapk-pathway-?kwh="HuMax-AXL-ADC"

[OHW]

The researchers demonstrated that multiple types of AXL-high tumors can be effectively eliminated in this way.

[OHW]

..trods alt lidt af et statement.

[GeorgeBest]

AXL kan blive en rigtig gamechanger. Genmab ejer 100%, SGEN skal have single digit royalties, som kan udvikle sig til double digit.