Genmab — Juni 2018

Bulder

Han havde en pointe vedr. ofa i MS: De fleste pts er kvinder. Mange i den fertile alder. Ocrevus besværliggør et evt ønske om graviditet - i modsætning til ofa.

Bulder

Desuden var der allerede kontak

Bulder

... kontakt mellem Janssen og GSK vedr. kombinationsstudier med dara og bcma-adc'en.

Sukkeralf

Bulder - spørgsmålet er vel om de kvinder i den fødedygtige alder med MS ønsker at få børn, for man ved vel ikke med sikkerhed om MS er arveligt. Desuden er Ms en modbydelig sygdom, så jeg ville i hvert fald selv have betænkeligheder, hvis jeg stod i den situation.

GeorgeBest

Er der andre fordele for ofa kontra ocrevus? Jeg kan forstå at ocrevus medikamenter tages kun 2 gange årligt. Det lyder jo fordelagtigt?

Sukkeralf

ofa er sc og ocrelizumab er IV - og ofa er fuldt humant antistof, mens ocrelizumab ikke er fuldt humant - det sidste ved jeg ikke om betyder så meget

Bulder

Ofa er 1 gang om md - i studiet

Investor13

12.27 Stockbull> Det undrer jeg mig også over. Hvis casen i dette niveau burde være en no brainer, hvorfor køber de tunge drenge ikke tungt ind så??

GeorgeBest

tak Sukker og Bulder

E_L

A few other points i wrote down:

E_L

On stopped studies: Too early to draw conclusions , JNJ still studying the data, median analyst cut dkk80 much less as price cut

E_L

Steroid use in lung cancer very high; maybe that could be the problem? (could loose the complete positive impact of the PD(L)1 due to the steroids)

E_L

Also, outside MM Dara is still doing really well, amyloidosis very good data, deep response, good safety profile. Believes there is a market outside MM.

E_L

+/- 12.000 patients in 75 clinical trials

E_L

MAIA hope to see MRD- in 50% or more

E_L

Perspective on CAR-T ; data from bluebird was really good, but also encouriging from our perspective because it is clearly not a cure; other drugs are still needed. Tumour can not be kept under control for longer then 1 year. Also sceptical about the patient population; different from what we see in our trials; much younger, much fitter; selected to endure this very agressive type of therapy.

E_L

Probably for 3dr, 4th line setting, but IF they can get earlier lines, it will compete with stem cell transplantation, and need fit patients which tend to be 10% of the market (Dara patients often 60+/70+)

E_L

“we were quite encouraged by that data” Sees Dara as “undisputed back bone combination therapy”

E_L

CART has serious toxicity, patients spending 10 days or more in intensive care for very high prices, for relatively short lived control of the disease. “good luck with that” (lol)

E_L

Admits Glaxo has very good BCMA drug, SC Dara very close. Glaxo eye toxicity problems. Potential for Dara Glaxo combi