Genmab — Oktober 2018

[Solsen]

Jeg tror, at markedet er i tvivl om dara potantiale. Analytikere råber op om CAR-T, AMG-412 m.fl. Men vi er dog nogen, der ikke ser de problemer. Jeg vil dog sige, at US salget ligger på den negative side og de kommer ikke som positive overraskelser før sc kommer i handelen.

[Solsen]

De "stole" er tilsyneladende en flaskehals (bottle neck)

[JørgenVarnæs]

jeg tænker også at tallet vil ligge omkring 560 - det bygger på en forudsætning om at RoW vokser 23% q/q og recepttallet ligger 14% over den reelle omsætning

[Nickstar]

JV! Tak for input. Vi ser virkeligheden på samme måde! I hvert fald ift gen

[E_L]

Causes for Relapse in Multiple Myeloma With CAR T cells https://www.targetedonc.com/videos/causes-for-relapse-in-multiple-myeloma-with-car-t-cells

[E_L]

https://www.patientpower.info/video/a-look-ahead-expert-perspective-on-car-t-cell-therapy-vs-transplant-in-myeloma/
Dr. Krishnan:
"Exactly. We do know too is you first have to reduce the amount of myeloma in the body for CAR-T to work well and also to reduce the toxicity of CAR-T. So you can't just take someone with newly diagnosed myeloma and give them CAR-T cells"

[Bulder]

..."no longer functionally persistent." Which probably means another infusion - maybe once a year?

[JørgenVarnæs]

er der kommet forståelige data omkring duration på CAR-T? Det kunne lyde som om der er udfordringer?

[Bulder]

BB2121 viste på asco lige under 1 år.

[JørgenVarnæs]

ja, det er sgu ikke meget - hvis det så oven I købet ikke kan bruges i 1st line

[Bulder]

Da det kun er 40% af MM-NDs der er egnede til asct, vil en fremtid med car-t EFTER asct begrænse car-t's anvendelse i 1. linje noget.

[Bulder]

Og så bliver det vel nærmest at regne for 2. linje

[E_L]

@15:52 it will take a whole lot of new trials to prove if that would work…

[E_L]

if we can some sort of confirmation that CAR-t is really not suited for first line, i think it make a lot of Dara-fans sleep better… Let's hope we hear more in the next months

[Bulder]

Yes, and only the part of pts that were young and strong enough to undergo an asct.

[Bulder]

Two very interesting vidoes, E L. If you combine them they say that you have to get rid of a lot of the MM-cels before(!) car-t works.

[E_L]

exactly! i certainly did not realise that before…

[E_L]

the split first dose is on the agenda of the CHMP meeting this week

[Plimsoller]

Does that mean another treatment e.g. Dara, is necessary prior to using CAR-T?

[E_L]

That is how I understand it, but I am a bit reluctant to deduct that from just those 2 articles, I am sure we willl learn more about it soon