Genmab — Juni 2018
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@Plimsoller could you summarise in 1 sentence you think?
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Firstly they are speaking about a breakthrough in lung cancer treat
ment, but that is not Genmab related. -
Second they are speaking about the CAR-T results presented at ASCO. As we know they hopefully/expected 15-18 months progression free, but the result was around 12.
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The expert said that CAR-T is not to be considered to be a competitor to Darzalex. This due to cost and treatment “mode”. 3-4 weeks in the hospital etc.
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Subcutaneous daratumumab show benefit in patients with relapsed or refractory multiple myeloma https://www.youtube.com/watch?v=16TrK-zfVms
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Lastet they touches upon who the focus lies on during these types of conferences - JNJ or Genmab. It is clearly on JNJ, but this year Genmab was for the first time represented physically (a booth or something I imagine), and the interpretation is that they therefore have a lot of faith in their pipeline.
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Lastet = lastly. Sorry - I am on the phone.
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They said that Bluebird presented results which showet 12 months progression free, where the analysis were hoping for 15-18 months.
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Not sure about the exact definition of progression free. The expert emphadized that CAR-T is not a cure. This was the hope 6 months ago.
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You are welcome
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Sorry, but I don’t know.
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Børsen shows 1 video for free every day. Maybe someone with more knowledge than me can have a look:)
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