Genmab — November 2018

[Solsen]

https://ash.confex.com/ash/2018/webprogram/start.html#srch=words|Adct 301|method|and|pge|1|byDayany|any|bySymposiumany|any|byAudienceany|any 5 orale præsentationer med ADCT 301 ! Mon ikke Genmab skulle have benyttet opt.in.

[Solsen]

Ja den ekstra måned er også interessant. Så det kan godt rykke lidt på tallene med tiden....

[Bulder]

Hvis Maia gør ligeså er vi nede i 0,4'erne til næste år.

[peter12]

Er det korrekt forstået at HR bliver forbedret fordi PFS for DVMP flader ud mens VMP ikke gør ? Det ser ud som om at VMP også flader ud nu

[Bulder]

Bluebird forsætter op. Gad vist om det er bb21217 eller LentiGlobin? https://seekingalpha.com/filing/4219307?app=1

[Bulder]

Groft sagt bliver HR mindre når forskellen på pfs'erne bliver større i D-VMp's favør.

[peter12]

ok

[Solsen]

Man er klar over hvilke problemer, der er med CAR-t og arbejder naturligt nok med forbedringer https://ash.confex.com/ash/2018/webprogram/Paper119247.html

[Solsen]

Daras safety og sc versionens forbedring er guld værd !

[Plimsoller]

Men havde analytikerne
ment at CAR-t ville snuppe en stor del af markedet, så ville de vel have skåret i topsalgsestimatet for Dara?

[Solsen]

Flere amalytikere ævler om at car-t truer salget. De burde sætte dara ind i firstline med gennemsnitlig behandlingstid på 50-70 mdr. Så skulle de se løjer i regnearket.

[Plimsoller]

Enig Solsen, men jeg undrer mig lidt over at de (på trods af CAR-t begejstringen), ikke decideret skærer ned på Dara topsalgsestimatet. Det giver ikke mening.

[E_L]

.@Solsen 19.21 , i was a bit surprised ADCT 301 wasnt in the press release. Genmab owns 25% I think?

[Solsen]

Yes. Do you know the royalty ?

[gentogen]

Ofatumumab was active and safe in these elderly chemoimmunotherapy-treated patients with SMZL. IRRs were generally mild and easily manageable, even in a cohort of patients with a very high median age and a relevant comorbidity burden. The ORR and the CR rate compare favorably with data reported in the literature with rituximab monotherapy also considering that >75% of patients have been previously exposed to rituximab.

[Bulder]

They get 25% of the income I suppose?

[Solsen]

I belive I reffered to the seach results. It was in 5 oral abstracts ACDT 301 was mentioned.

[Solsen]

Didnt they switch to a royalty when leave the opt.in.

[gentogen]

The combination of ofatumumab, HDMP and lenalidomide is effective and well tolerated in treatment-naive CLL/SLL, even when poor prognostic features are present.

[E_L]

this is what the genmab website says, http://www.genmab.com/product-pipeline/products-in-development/adct-301