Genmab — November 2018

[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

[Bulder]

Genmab still owns 25% of the rights

[E_L]

"While we have decided not to fund co-development of HuMax-TAC-ADC with ADC Therapeutics, we are pleased to still have 25% of the rights to the product, which has potential to become a first-in-class antibody-drug conjugate therapeutic in certain hematological cancer indications," said Jan van de Winkel, Ph.D., Chief Executive Officer of Genmab. https://ir.genmab.com/news-releases/news-release-details/genmab-retains-partial-rights-humax-tac-adc-will-not-exercise-co

[Solsen]

Thanks - Genmab could buy the co

[E_L]

haha, let´s ask JV what he thinks of that idea

[Solsen]

I think he could se the synergy with the salesforce

[E_L]

[JørgenVarnæs]

Salesforce staves med stort S

[Helge_LarsenPI-redaktør]

Fra min nye bog: "Proinvestor.com er mest kendt for sit tårnhøje niveau indenfor pharma og biotek. Debattørerne er anonyme, men de mange kvalificerede spørgsmål og kommentarer viser tydeligt, at flere debatterer ud fra en medicinsk baggrund og/eller er beskæftigede inden for pharma og biotek. Der er i det hele taget mange ret nørdede fagdebatter her" .

[Helge_LarsenPI-redaktør]

Yderligere info: https://lilholmmedia.dk/